Investments Portfolio Manager

Portfolio Manager

This role will support our clients in the Lowell and Northern, MA areas. The Portfolio Manager makes investment decisions on portfolios for affluent to high net worth individuals and small / mid-sized institutions. It is required that the candidate communicate and actively participate in the investment philosophy and processes, including large cap core equity stock selection, domestic fixed income security selection, asset allocation and diversifying manager analysis.

Responsibilities

The portfolio manager should have experience meeting with clients and proactively maintaining contact to build positive account relationships. In this role you will also support the new business efforts of the Investment Management Group in the marketing and selling of investment management and fiduciary services.

Qualifications

A candidate must possess strong investment and communication skills. Ability to establish and maintain effective working relationships. 7+ years related experience. Bachelors degree with emphasis on finance / economics; advanced degree MBA / CFA preferred. Analytical, organizational and presentation skills. Familiarity with Investment and trading systems such as Bloomberg, FactSet, Morningstar.

Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Benefits include : Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning Wellness program and much more!

At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.