Senior Portfolio Manager

Employer
The Naples Trust Company
Location
Naples, Florida
Salary
Remuneration will be commensurate with the standing of the role.
Posted
May 25, 2022
Closes
Jun 24, 2022
Employment Type
Full Time
Education
Bachelors

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
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