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:

Pay Transparency details

US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)Pay and benefits informationPay range$200,000.00 - $300,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.