Jeff Hoover
Finance Manager for Wealth Management Operations @Bank of America
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WORK HISTORY
Finance Manager for Wealth Management Operations @Bank of America
Financial Planning & Forecasting: Led the development of forecasts, budgets, and performance reporting to guide executive decision-making- Operational Efficiency: Streamlined BAU processes by leveraging automation and emerging technologies, reducing reporting cycles and improving accuracy- Regulatory Compliance: Ensured adherence to financial regulations, internal controls, and audit requirements, safeguarding operational integrity- Business Partnering: Collaborated with advisors, product teams, STL managers, and the resource officer to better align processes, strengthen operational synergies, and improve resource planning- Risk & Asset Management: Monitored financial risks, optimized liquidity, and supported asset-liability management strategies to strengthen balance sheet resilience- Innovation & Technology: Acted as an early adopter of AI and digital tools, reducing month-end reporting and analysis time by 2 days while enhancing client service delivery.
EDUCATION
University of Delaware
Financial Planner Certificate, Asset Management - Financial Planning
Concord 101
Certificate, Leaning about the interworkings of local government.
University of Pittsburgh
Bachelor’s Degree, Dual Major: Accounting and Finance
ABOUT JEFF HOOVER
Seasoned Investment & Wealth Management Executive with 15+ years of leadership in institutional portfolio oversight, strategic asset allocation, and financial performance optimization. I have managed multibillion-dollar portfolios across pension funds, trusts, and wealth management platforms, delivering measurable gains in liquidity, profitability, and long-term value creation. My background includes guiding organizations through complex financial transformations and regulatory landscapes while fostering innovation and operational excellence.Expertise Highlights:Institutional investment strategy, trend analysis, and risk-adjusted portfolio designExecutive collaboration and governance reporting for boards and senior leadershipLeveraging automation and AI to enhance investment analytics, streamline operations, and improve reporting accuracyRecognized as a Subject Matter Expert, I thrive in environments that demand fiduciary responsibility, compliance, and cross-functional alignment to achieve sustainable growth.Key Achievements:Generated $75M annual savings through liquidity optimization and balance sheet restructuringDirected operations for a $9B pension fund and advised the Board of Pensions on strategic investment decisionsManaged $100B securitization trust operations and led merger integration into Bank of AmericaDesigned investment strategies for public funds, delivering consistent above-benchmark returnsCore Competencies:Institutional Portfolio Management & Wealth StrategyLeadership & Talent DevelopmentRegulatory Compliance & Risk ManagementOperational Efficiency & AutomationExecutive Reporting & Stakeholder CommunicationTools: Excel, Power Query, SQL, PowerPoint, Morningstar, Co-Pilot, Chat CPT 5.3, Claude
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