VP Director of Portfolio Management
Union Savings Bank - CT
The Director of Portfolio Management will Be a key member of the wealth management team by contributing to the strategic direction and future growth of the department. Play an active role in the investment process, keeping abreast of the current market environment and providing recommendations for investment strategies and client portfolios. Cultivate trusting relationships with existing and prospective clients and assist in the departments new business development efforts in conjunction with other members of the wealth and USB team.
Primary Duties
Be a key member of the wealth management team by contributing to the strategic direction and future growth of the Department. Contribute to the development and implementation of the Department’s investment philosophy, strategies, policies and procedures. Provide insight on asset allocation and equity portfolio strategy.
Monitor and analyze the current market environment and contribute to the economic outlook for the Department and its clients. Keep abreast of developments and events that may influence investments. Evaluate and determine how they may impact the Bank’s investment function.
Play an active role in helping to build a scalable investment platform to support the Departments future growth. Develop model portfolios which may be offered at the account level and/or serve as a guide in developing specific portfolio recommendations. Manage an unrestricted composite portfolio of both equities and fixed income to be measured against relevant benchmarks.
Utilize investment analytical services and information in evaluating characteristics and performance of stocks, bonds, mutual funds and other investment vehicles. Act as the department expert relative to all investment systems including investment performance tracking, modeling, research, and the Bloomberg & Thompson System.
Evaluate the quality of investment vendor services. Analyze service offerings, costs/benefits, and contract provisions. Recommend appropriate action to senior management.
Work independently on projects that support the investment process at the direction of the CIO.
| Portfolio Management | Manage a portfolio of client relationships acting as a fiduciary, placing client interests and outcomes first. Provide advice and guidance on markets and actionable investment ideas. Develop investment recommendations and exercise prudent investment practices and unbiased judgment in managing client portfolios. Comply with the terms of governing instruments, risk tolerance, and investment goals of the client, as well as fiduciary principles, regulatory requirements and Bank policies. Work closely with clients to deliver optimal investment performance results. Continually monitor performance of individual investments and client portfolios. |
| Prospect and Client Presentations & Proposals | Cultivate trusting relationships with existing and prospective clients. Prepare presentation materials utilizing both print and electronic media. Actively participate in client presentations, either solely or in conjunction with department officers. Prepare investment proposals for prospective clients and in response to institutional RFPs. Work closely with the wealth marketing team providing market and investment information in order to promote the Department strategic brand. Participate in speaking opportunities through educational webinars and events. Provide investment content for print media and various marketing channels. |
| New Business Development | Establish and grow investment relationships with clients. Assist in the Departments new business development efforts in conjunction with other members of the wealth and USB team. Through participation in community and industry-related activities, identify and cultivate referral sources, both inside and external to the Bank. Actively pursue or refer leads to person(s) most likely to close the business. |
| Human Resources | Team Development: motivate personnel and promote workplace enthusiasm; provide opportunities for professional growth through education/training; provide the tools/skills (cross train) necessary for employee growth at USB. Perform the following HR processes: performance/incentive/introductory period reviews, career development, training, disciplinary/corrective actions. |
$5,000 per week
...accounts for years ✅ Build a recurring, compounding income stream This starts as a hunting role Then becomes your own account portfolio and long-term income and asset growth! Financial Highlights – $5,000 Week One Training Pay and Hiring Bonus! $10k Fast...SuggestedFull timeCurrently hiringDay shiftGHA Technologies, Inc
Bridgewater, CT1 day ago- ...Description Candlewood Rehabilitation and Healthcare Center, located in New Milford, CT, is seeking a dedicated Therapeutic Recreation Director to assist with developing and implementing all recreational services in our facility with the goal of improving the resident's...SuggestedSeasonal workFlexible hours
Candlewood Rehabilitation and Healthcare Center
New Milford, CT27 days ago $5,000 per week
...accounts for years ✅ Build a recurring, compounding income stream This starts as a hunting role Then becomes your own account portfolio and long-term income and asset growth! Financial Highlights – $5,000 Week One Training Pay and Hiring Bonus! $10k Fast...SuggestedCurrently hiringDay shiftGHA Technologies, Inc
Bridgewater, CT1 day ago- ...North America, Europe, and Asia. We are seeking an experienced Director of Tax to lead our global tax function and serve as the... ...compliance, reporting, tax accounting, transfer pricing, and tax risk management while partnering closely with Finance, Treasury, Legal, Global...SuggestedFull timeLocal area
Photronics
Brookfield, CT2 days ago - ...The Resident Service Designee supports the Resident Service Director in the administration of the nursing services. In conjunction... ...communication, behavioral support, and resident safety. Medication Management & Clinical Oversight: Assists in overseeing resident health...SuggestedFull time
Maplewood at Stony Hill LLC
Bridgewater, CT4 days ago - Photronics is Hiring!We’re looking for a Director, HR Operations to join our team at our corporate headquarters in Brookfield, Connecticut... ...complex operational issues and improve the employee and manager experience.Lead and develop HR Operations team members by establishing...Work experience placementLocal areaWorldwide
Photronics
Brookfield, CT2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to VP Director of Portfolio Management. Be the first to apply!
- vice president of field operations New Milford, CT
- store management trainee New Milford, CT
- sales management training program New Milford, CT
- identity management New Milford, CT
- director managed services New Milford, CT
- construction management part time New Milford, CT
- management jobs New Milford, CT
- priority management New Milford, CT
- sales management training program - entry level New Milford, CT
- managed care specialist New Milford, CT