Portfolio Management Senior Associate
Current
Feb 2022 - Present
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Samuel Horowitz Email & Phone Number
Portfolio Management Senior Associate at Bank of America Private Bank
at
Bank of America Private Bank
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✓ Verified Jun 2026
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Profile completeness 86%
Current company
Role
Portfolio Management Senior Associate at Bank of America Private Bank
Location
Providence, Rhode Island, United States
Who is Samuel Horowitz? Overview
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Samuel Horowitz is listed as Portfolio Management Senior Associate at Bank of America Private Bank at Bank of America Private Bank, based in Providence, Rhode Island, United States. AeroLeads shows a matched LinkedIn profile for Samuel Horowitz.
Samuel Horowitz previously worked as Portfolio Management Senior Associate at Bank Of America Private Bank and Investment Plan Analyst at Singer Wealth. Samuel Horowitz holds Bachelor Of Business Administration - Bba, Finance And Economics from University Of Miami.
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Bank of America Private Bank
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Profile bio
About Samuel Horowitz
I am currently working as a Portfolio Management Senior Associate for Bank of America Private Bank in Providence, Rhode Island. I am responsible for assisting the Portfolio Managers with their day-to-day responsibilities. Some of the responsibilities include creating investment presentations using the PRS system, putting the books together, opening new sub accounts, initiating asset transfers between existing sub accounts, creating Investment Policy Statements, and monitoring the Portfolio Managers Fiduciary Compliance, which is a compliance related system, to make sure that their are no concentrations in accounts, that the IPS are all up to date, and that all the IPS signatures are in order (Regulation 9 material and Asset Allocation Monitoring material).Prior to joining Bank of America, I worked as an Investment Analyst for Singer Wealth Advisors in Boca Raton, Florida. While with Singer Wealth I was able to gain some experience working directly with clients to determine their appetite for risk. I was also active on the phones and worked closely with the team to make sure that all responsivities were met in case a certain person might have been drowning in work at a particular point in time.
Current workplace
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7 roles
Samuel Horowitz work experience
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Investment Plan Analyst
- Worked directly with the Owner and all the advisors of the firm to assist in the creation of investment plans- Communicated with clients, our advisors, and the director of operations on a daily basis to ensure that we were working in the best interest of our clients at all times- Learned what it is like to adapt and engage in a fast-paced, competitive.
Aug 2021 - Jan 2022
Volunteer
Dec 2019 - Aug 2021
Research Analyst
- Conducted industry-specific research, specifically how the Coronavirus pandemic would affect different stocks and industries, and presented my findings to higher management
- Collected information on diverse industries effected by the Coronavirus and created models for management
- Utilized data from various databases and used the information to bring stocks up to date
Dec 2019 - Aug 2021
Investment Banking Summer Analyst
- Conducted industry-specific research, including trend analysis and public company comparables, that were presented to clients and prospective clients
- Consolidated and interpreted financial data for senior team members, highlighting key trends and constructing charts and graphics
- Created PowerPoint slides illustrating key data findings and presented them to senior team members
- Utilized multiple databases, predominately S&P Capital IQ, to screen, research, and analyze various datasets, including company-specific financials, M&A transactions, and lists of public comparables
- Experienced the day-to-day functions of M&A advisors by participating in phone calls and meetings between the team and clients, prospective clients, private equity firms, and other strategic partners
- Assisted all members of the deal team by helping to put together descriptive marketing documents, including Confidential Information Memorandums (CIMs)
Jun 2018 - Aug 2018
Summer Intern
- Processed loan and mortgage documents to ensure that all of the required documents were present and signed before they were sent to the underwriter for approval
- Contacted clients regarding missing documents that were necessary to acquire a loan or mortgage
- Processed and stored approved loan and mortgage documents
May 2016 - Aug 2016
Supervisor
May 2013 - Aug 2015
4 education records
Samuel Horowitz education
Bachelor Of Business Administration - Bba, Finance And Economics
University Of Miami
Summer Of 2017, International/Global Studies
The London School Of Economics And Political Science (Lse)
High School Diploma
Joseph Case High School
Education record
Friends Academy
FAQ
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What company does Samuel Horowitz work for?
Samuel Horowitz works for Bank of America Private Bank.
What is Samuel Horowitz's role at Bank of America Private Bank?
Samuel Horowitz is listed as Portfolio Management Senior Associate at Bank of America Private Bank at Bank of America Private Bank.
Where is Samuel Horowitz based?
Samuel Horowitz is based in Providence, Rhode Island, United States while working with Bank of America Private Bank.
What companies has Samuel Horowitz worked for?
Samuel Horowitz has worked for Bank Of America Private Bank, Singer Wealth, Herren Wellness, Endurance Wealth Management, Inc., and Bellmark Partners, Llc.
How can I contact Samuel Horowitz?
You can use AeroLeads to view verified contact signals for Samuel Horowitz at Bank of America Private Bank, including work email, phone, and LinkedIn data when available.
What schools did Samuel Horowitz attend?
Samuel Horowitz holds Bachelor Of Business Administration - Bba, Finance And Economics from University Of Miami.
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