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VP/ Director: Equity Research, Lead Portfolio Manager

New York, New York

Job Description:

The Equity Research Portfolio Strategy team is seeking a Lead Portfolio Manager to run coverage on the Small Cap portfolio and backup coverage on the Mid Cap portfolio. Our team manages long-only concentrated portfolios across different strategies. You will be primarily responsible for providing strategic investment guidance related to constructing and managing equity portfolios.

This position will report directly into our Head of Global Wealth Management Portfolio and Investment Strategy.

• Lead portfolio manager on a small cap portfolio

• Serve as back up Portfolio Manager on additional portfolios, likely our mid cap portfolio

• Sourcing new investment ideas

• Working closely with the team’s risk manager to ensure the portfolio operates within our framework

• Regularly interact with our global fundamental analysts, strategists and economists

• Attend conferences and company meetings

Requirements:

• 2-5 years of experience as a lead portfolio manager

• 5+ years within the financial services industry

• Small and mid-cap experience preferable

• Have a track record of proactively sourcing ideas

• Track record should reflect generating excess returns from stock selection

• Must be willing to work in a collaborative team environment

• Ability to communicate effectively with internal colleagues and external clients

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

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