Conducts a variety of quantitative and qualitative research and analyses on individual equity and fixed income securities or classes of securities. Provides ongoing coverage of assigned asset class or strategies. Assists in analyzing the composition of investment portfolios and recommends portfolio strategies to fulfill investment objects. Analyzes information and situations and communicates ideas and recommendations to the Investment Policy Committee (IPC). Manages the assets of an assigned group of client investment portfolios. May meets with clients to determine the client's objective(s) and appropriate asset mix to achieve these goals; discuss portfolio performance. May assist in developing new business through meeting with prospective clients.
Job Duties & Responsibilities:
Member of the Investment Policy Committee, collaborate with team to develop investment policy for several strategies spanning asset allocation, equities and fixed income. Top down economic analysis as well as stock specific expertise is required. Reads and interprets the pertinent daily flow of written and verbal material distributed through brokerage firms and government agencies.
Implements the investment policy with respect to the assigned client(s) funds. Raises or lowers the equity or fixed income holdings to meet the desired level of exposure. Monitors exceptions and work towards reducing the risk inherent in providing investment services. Regularly reviews the mix of securities within individual portfolios; presents reviews to the client and/or committee; ensures account is in accordance to established objective(s), with respect to holdings and client contact.
Provides subsequent administrative and/or operational support to other Portfolio Manager(s) as needed.
Maintains client relationships through regular communication. Produces and develops client communications and reporting mediums. Assists in creating informational materials for marketing, seminars and educational events.
Maintains regular contact with internal financial consultants, brokers and trust officers keeping them informed regarding strategy, outlook and portfolio positioning.
Maintains regular contact with selected brokerage representatives; to include the latest research news, trading information, and response to request for specific information.
Participates on one or more investment committees and contributes to multiple strategies.
May lead the day-to-day activities of an assigned team and do so in accordance with the Company's policies and applicable laws. May be responsible for participating in interviewing, hiring, planning, assigning or directing work, appraising performance, and resolving problems.
Monitor an assigned equity sector and/or asset class for the firm’s portfolios. Conduct comprehensive industry and equity investment research and prepares and communicates buy and sell equity recommendations. Evaluate likely stock performance and takes ownership of the stock ideas and recommendations across all strategies. Serve as the subject matter expert for the companies and sectors under coverage. Present investment recommendations to each strategy team. Develops and maintains advanced knowledge of portfolio risk modeling techniques and financial analysis methodologies as part of the investment management process.
Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
Education: Bachelor's degree in economics, statistics, quantitative finance, mathematics, finance, computer science or related discipline OR an equivalent combination of education and experience.
Experience: Ten (10) years of investment management experience, of which at least five (5) years must have been in portfolio management.
Certification(s): Chartered Financial Analyst (CFA) or Chartered Market Technician (CMT) is preferred.
Required Knowledge, Skills, & Abilities:
Knowledge and understanding of general economic principles and the resulting impact on the economy.
Knowledge and understanding of the function and mechanics of the U.S. securities market.
Knowledge of general accounting principles (i.e. GAAP) and their usage in annual reports as well as other financial reporting.
Knowledge and understanding of various portfolio management theories.
Proficiency using Microsoft Word and Excel, as well as various investment management systems (i.e., Facstet, Bloomberg, Axys and Moxy).
Strong mathematical skills and the ability to conduct complex mathematical analysis using models.
Analytical skills and the ability to develop financial models.
Good presentation skills and the ability to deliver information to an audience in a manner which is well received and informational.
Strong communication skills and the ability to effectively communicate verbally and in writing.
Strong organizational skills and the ability to maintain information in a logical manner.
Inter-personal skills and the ability to speak and interact with individuals of all types and levels.
Ability to express a novel opinion or controversial stance based on factual information without fear of ridicule.
Ability to make a sound decisions based on factual information and proven modeling.
Ability to tailor portfolio management theories to meet specific client objectives.
Ability to work under stress and meet deadlines.
Understanding of quantitative analysis, asset allocation philosophies and portfolio management concepts.
Preferred Knowledge, Skills, & Abilities:
-Quantitative methods, statistical modeling, technical analysis
Competencies: Describe the specific abilities (behaviors) required to successfully perform the essential functions of the job
-Decision Quality: Makes good decisions based upon a mixture of analysis, wisdom, experience, and judgment; most of his/her solutions and suggestions turn out to be correct and accurate when judged over time; sought out by others for advice and solutions.
-Problem Solving: Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers
- Business Acumen: Knows how businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace.
- Written Communications: Is able to write clearly and succinctly in a variety of communication settings and styles; can get messages across that have the desired effect.
- Process Management: Good at figuring out the processes necessary to get things done; knows how to organize people and activities; understands how to separate and combine tasks into efficient work flow; knows what to measure and how to measure it; can see opportunities for synergy and integration where others can't; can simplify complex processes; gets more out of fewer resources.
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