Portfolio Manager III

Job Description

This job is responsible for working with complex, high-net-worth investors to create customized investment strategies. Key responsibilities include evaluating, designing, constructing, managing, and monitoring 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. Job expectations include helping teams to drive client retention and business development, while mentoring associates.

Responsibilities

• Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives
• Manages 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
• Collaborates 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
• Engages with clients to review investment performance and anticipated market changes based on economic and industry analysis
• Stays up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks
• Develops 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
• Has 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
• The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience

Skills

• Advisory
• Client Investments Management
• Customer and Client Focus
• Investment Management
• Presentation Skills
• Active Listening
• Analytical Thinking
• Attention to Detail
• Client Experience Branding
• Valuation Ethics and Practice Standards
• Collaboration
• Critical Thinking
• Data Quality Management
• Trading
• Written Communications

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

Shift

1st shift (United States of America)

Hours Per Week

40