Senior Portfolio Manager

JOB SUMMARY

The Senior Portfolio Manager coordinates the investment delivery for clients. Asset allocation, investment selection and fulfillment decisions are made in conjunction with a client’s unique goals and constraints.

SUMMARY OF RESPONSIBILITIES

• Monitor global macroeconomic and capital market developments and have an ability to explain complex information to clients and colleagues.
• Conduct investment research on individual stocks, bonds, and other investments (mutual funds and exchange traded funds).
• Build and manage portfolios for clients based on their unique goals and constraints, within the confines of our investment philosophy and approach.
• Work closely with colleagues to enhance new business and cultivate existing relationships.
• Participate in public presentations on a regular basis.
• Satisfy ongoing compliance requirements across all accounts and relationships.
• Maintain a working knowledge and understanding of trust accounting principles.
• Maintain technical ability across necessary software programs including trading, trust accounting and management software, as well as word processing and spreadsheet programs.
• Maintain relationships with clients via regular periodic communication and personal social engagement.
• Attend corporate events, social gatherings, and other events necessary for cultivating prospective client relationships.
• Consider financial planning needs and coordinate necessary team members for assistance.

  QUALIFICATIONS AND EXPERIENCE

• Minimum 10 years of experience managing portfolios for high-net-worth clients
• Understanding of concepts, principles, and practices of fiduciary law
• Strong public speaking and interpersonal skills
• Bachelor’s degree required
• CFA, CFP, CPA, MBA, or commensurate professional accreditations preferred