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Portfolio Manager

Employer
The Naples Trust Company, a division of The Sanibel Captiva Trust Company
Location
Naples, Florida
Salary
Competitive salary and discretionary bonus plan. Generous benefit package.
Closing date
Feb 20, 2025
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The 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
  • 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. Support the investment research process for individual stocks, bonds, and other investments (mutual funds and exchange traded funds)
  • 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 & Experience: 

  • 5-10 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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