Senior Equity Analyst and Co-Portfolio Manager for our Equity Income strategy. In addition to co-managing the Equity Income strategy, this role conducts thorough fundamental research to contribute buy/sell/hold investment recommendations to our three model equity strategies across an assigned set of industry sectors. Generalist flexibility preferred, but experience in industrial, materials, energy/renewables and/or consumer sectors is a plus.
This role debates and collaborates with other sector analysts on ideas and trades. The primary areas of coverage by the team are mostly large cap and some mid cap US equities. The ideal candidate will be comfortable and adaptable to contribute to both traditional and SRI portfolios.
The role could also include some client-facing responsibility managing and advising individual client portfolios across global equities and bonds based on the recommendations of the other equity sector analysts, the fixed income team and the asset allocation committee. Client are a mix of high net worth families and institutions.
Final responsibility set will be set according to the experience and skills of the selected candidate.
The ideal candidate will be comfortable collaborating, debating and working in a team environment. Must also be willing to participate on investment, managerial or administrative committees as appropriate to support growth initiatives.
- As a senior analyst, makes buy, sell, or hold recommendations to all internal strategies from assigned sectors based on thorough fundamental analysis
- Co-manages the Equity Income strategy. Proactively debates and collaborates with sector analysts on ideas and trades
- Periodically provides written and verbal portfolio manager commentary on assigned strategy to internal and external/client audiences
- Represents his/her portfolio strategy to the Trust Committee of the bank
- Participates in peer review of investment recommendations of team and discussions of portfolio positioning
- Monitors and analyzes economic releases, corporate earnings, and other market data
- Attends various investment meetings, industry conferences, and broker/analyst/company meetings
- Maintain knowledge of fixed income and other cross asset class opportunities
- Develops and executes long-term strategic and tactical plans to meet client objectives for a small set of clients
- Communicates with an assigned set of clients to ascertain investment objectives and constraints, establish appropriate asset allocation, recommend and implement strategy, and review performance
- Works with Relationship Managers on trust, estate, and financial planning issues for assigned clients
- Mentors analysts and other members of the team
- Assists in new business development process by giving investment presentations to individuals and institutional prospects.
- Bachelor’s degree in business, finance or related field preferred. Master’s degree preferred
- CFA designation or other advanced certification preferred
- Demonstrated success as an analyst and portfolio manager
- Minimum of 12 years of experience in investments in a research or portfolio management position including:
- Minimum of 8 years in security selection
- Minimum of 3 years of client facing experience
- Comfortable in front of clients, including institutional investment committees, with excellent written and verbal communication skills.
- Strong knowledge of global markets, economics, and portfolio construction
- Advanced analytical and technical skills including experience with FactSet, Bloomberg, and/or SEI
- Additional programming and data analysis skills helpful, but not required
- Ability to collaborate, debate, and work in a team environment
- Ability and willingness to participate on investment, managerial, or administrative committees and projects, as appropriate.
- Some knowledge and experience in best practices around tax-aware portfolio management, trust basics and estate planning is helpful, but not required.
- Thoughtful fiduciary and risk management perspectives.
Working Conditions/Physical Demands
- Normal office environment.
- Moderate travel throughout Northeast, as needed.
- Occasional national travel to meet clients or attend conferences.
- Candidates must be authorized to work in the U.S.
Individuals must be in compliance with Cambridge Trust’s COVID 19 Vaccination Policy. For a copy of this policy, and/or reasonable accommodations, please contact HumanResources@cambridgetrust.com.
The above statements are intended to describe the general nature and level of work being performed by people assigned to do this job. The above is not intended to be an exhaustive list of all responsibilities and duties required.
Cambridge Trust Company is an Equal Opportunity Employer of women, minorities, protected veterans, and individuals with disabilities.
*External and internal applicants, as well as position incumbents who become disabled as defined under the Americans with Disabilities Act must be able to perform the essential job functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on a case-by-case basis