Portfolio Manager

The Portfolio Manager is responsible for managing the firm’s investment strategy to better service clients while ensuring alignment with internal stakeholders. Overseeing client portfolios and assets under management, they participate in client meetings to ensure objectives are being met and maintained. They have an active role in internal and external compliance with applicable policies and regulations.Success FactorsResponsibilitiesConsult with individual and institutional clients to develop investment objectives and constraints, establish appropriate asset allocation, implement strategy and review performanceCollaborate with wealth advisory team on trust, estate, and financial planning matters to maintain strong client relationships and ensure client satisfactionDevelop target portfolios based on the client investment management agreement along with the client meeting notes, ensuring target objectives are met thanks to appropriate asset allocationEffectively present investment strategies to clients and maintain holistic approach to planning, providing current vs. future state of assets and investmentsImplement investment process and analytical framework that alights with the firm’s investment strategy and work with Trader in executing tradesSet investment strategy to adapt to market fluctuations ensuring optimum portfolio performance results for clientsPrepare for investment portfolio reviews as well as monthly and quarterly reports for clients as neededConduct ongoing research on global economics and financial markets to develop and/or validate potential investment theses/opportunitiesProactively stay on top of industry trends and provide client and team members with relevant information to maintain client retentionEnsure compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standardsActive involvement in the community and development of key professional relationships to ensure business growthMaintain confidentiality with external client information as well as internal employee and firm informationPeople Management/RelationshipsTake initiative to be a team player (seek out opportunities to help others)Treat everyone with respect; develop loyalty and trust with the teamSuccessfully adapt to different personalities and working stylesProactively and effectively communicate information regarding status issues to team membersHold self-accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestionsRequired SkillsStrong communication skills, written and verbal, to effectively interface with all levels of firm management and staff; ability to communicate issues and conclusionsAnalytical and data-driven individual with strong problem-solving skillsDemonstrate excellent business and financial management acumenAbility to use sound judgement and discretion regarding confidential informationDrive to complete performance targets and track record of meeting/exceeding expectationsAbility to listen to client needs and provide financial solutions, with strong networking capabilitiesAbility to shift focus and adapt to changesEducation, Experience and CertificationsBachelor’s degree in Finance, Accounting, Economics, Business Management and/or related field3+ years’ experience working in the investment advisory field and knowledge of portfolio management, trading and market structureCurrent license or registration: FINRA Series 65; or 7 and 66 (combined and active within last two years); or CFA; or CFPCFA, CFP, or CAIA certifications a plusExperience using CRM toolsExcellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)Previous experience in financial planning software preferred (e.g. Bloomberg, Charles Schwab, Tamarac etc)Essential FunctionsMust be able to remain in a stationary position as neededThe person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printerAbility to communicate in a professional manner and exchange information with internal and external actors as neededAbility to lift/carry up to 20 poundsAbility to work outside of normal business hours and weekends as neededAbility to travel to local and non-local clients as needed, overnight travel may be requiredThis job description is subject to change at any time and employee will be given additional responsibilities as assignedSalary Range:$100,000 - $120,000 #J-18808-Ljbffr