Portfolio Manager

Portfolio Manager

The Portfolio Manager is responsible for managing the firm's investment strategy to better service clients while ensuring alignment with internal stakeholders. Overseeing client portfolios and assets under management, they participate in client meetings to ensure objectives are being met and maintained. They have an active role in internal and external compliance with applicable policies and regulations.

Responsibilities

• Consult with individual and institutional clients to develop investment objectives and constraints, establish appropriate asset allocation, implement strategy and review performance
• Collaborate with wealth advisory team on trust, estate, and financial planning matters to maintain strong client relationships and ensure client satisfaction
• Develop target portfolios based on the client investment management agreement along with the client meeting notes, ensuring target objectives are met thanks to appropriate asset allocation
• Effectively present investment strategies to clients and maintain holistic approach to planning, providing current vs. future state of assets and investments
• Implement investment process and analytical framework that alights with the firm's investment strategy and work with Trader in executing trades
• Set investment strategy to adapt to market fluctuations ensuring optimum portfolio performance results for clients
• Prepare for investment portfolio reviews as well as monthly and quarterly reports for clients as needed
• Conduct ongoing research on global economics and financial markets to develop and / or validate potential investment theses / opportunities
• Proactively stay on top of industry trends and provide client and team members with relevant information to maintain client retention
• Ensure compliance with all banking laws, rules, regulations, and prescribed policies / practices / procedures necessary to reduce risk and uphold ethical standards
• Active involvement in the community and development of key professional relationships to ensure business growth
• Maintain confidentiality with external client information as well as internal employee and firm information

People Management / Relationships

Required Skills

Education, Experience and Certifications

Essential Functions

Salary Range : $100,000 - $120,000