VP, Wealth Portfolio Manager
Division: Asset Management
Department: Berkshire Wealth Management
Location: Albany, NY; Boston, MA; Lenox, MA; Springfield, MA; Worcester, MA; Providence, RI; or Glastonbury, CT
Manage and service client portfolios including investment management accounts across global equities and bonds. Implements investment strategies determined by the investment team based on client objectives and risk tolerance. Performs investment research and stays informed of developments in the economy and security markets. Contributes to the new business effort by writing thought pieces and presenting to both external and internal sources and through strong COI relationships. Ensures internal and external compliance with applicable policies and regulations.
Consults with individual and institutional clients to develop investment objectives and constraints, establish appropriate asset allocation, implement strategy, and review performance. Maintains strong client relationships to ensure client satisfaction. Collaborates with Wealth Advisors on trust, estate, and financial planning matters for clients.
Identifies and develops new business opportunities and obtains add-on business from existing customers by nurturing relationships and educating clients on services. Presents investment strategies to individual and corporate/institutional prospects; participates in seminars and writes thought pieces to increase business volume in support of business growth goals. Assist relationship managers in new business presentations. Collaborates with colleagues throughout the bank to achieve a high level of broad client service.
Analyzes the financial condition of companies and other investment opportunities. Implements investment process and analytical framework that aligns with the department’s investment strategy; executes trades. Stays abreast of relevant financial conditions and market trends. Provides investment input to Trust and Investment Committee. Meets regularly with other members of the department to review overall investment policies and to evaluate industry and security reports.
Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one’s duties.
BA or equivalent degree
CFA or CFP preferred
3+ years of client portfolio management experience
Equity research experience preferred
ESG research experience a plus
Skills & Knowledge:
Strong knowledge of global markets, investments, portfolio construction and performance attribution
Strong interpersonal skills; Ability to collaborate and work in a team environment
Excellent writing & communication skills
Strong quantitative and technical skills
Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin.
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