Portfolio Manager III

Key Responsibilities Work with complex, high-net-worth investors to create customized investment strategies. Evaluate, design, construct, manage, and monitor all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. Help teams to drive client retention and business development while mentoring associates. Understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives. Manage all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews. Collaborate with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriate. Engage with clients to review investment performance and anticipated market changes based on economic and industry analysis. Stay up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks. Develop meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics. Required Qualifications Minimum of 10 years of investment decision‑making and financial consulting experience working with high‑net‑worth and ultra‑high net‑worth clients. Held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field. Knowledge of fiduciary and financial products and services through extensive related work experience. Broad‑based technical knowledge of investments, tax, legal and operations necessary to service clients. Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school. Skills and experience in negotiating, delegating and leadership. Superior client service and relationship management skills. Desired Qualifications Bachelor’s Degree in Finance, Accounting, Economics or related field, or equivalent financial services/business experience. Graduate Degree such as MBA or JD. Holds appropriate credentials such as CPA, CFP and/or CFA designation. Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent. Shift: 1st shift (United States of America); Hours Per Week: 40. Privacy Statement: #J-18808-Ljbffr Dormont Manufacturing Co