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Posted : Tuesday, May 07, 2024 02:50 AM
The Senior Portfolio Manager (Trust) is responsible for managing client investment portfolios, making daily investment decisions concerning investment portfolios, implementing stated strategies from the Chief Investment Officer, and executing investment decisions for the assigned investment portfolios.
Essential Functions • Meet with clients to discuss investment strategy • Recommend portfolio changes and review investment performance • Identify and analyze rates of return and risks associated with the various components of the investments and other potential investments • Monitor the financial condition of the securities which are held in investment portfolios • Keep informed of market trends and analyzing the effect of these trends on the investment portfolios • Maintain relationships with traders as well as with other members of the investment community to execute investment decisions in a timely manner • Serve as a member on Trust Investment Committee • Manage bond and equity investments for individual trust and advisory clients • Maximize investment returns commensurate with acceptable level of risk • Keep informed on security markets • Research to arrive at prudent / timely investment decisions • Initiate action for purchase and sale of securities • Develop client investment objectives with input from administrators and clients • Provide investment advice and guidance • Keep informed of legal and tax consequences of decisions / strategies • Develop investment strategy communication for clients and prospects • Initiate and author client correspondence • Communicate investment related information as appropriate • Ensure compliance with Trust policies and procedures • Schedule and conduct client meetings on periodic basis • Conduct regular investment reviews as required • Review financial/investment markets daily • Coordinate customer documentation and agreements • Ensure total document and data integrity • Manage personal workload/work flow • Assist with setting personal goals and targets • Cultivate potential referrals from existing accounts • Analyze accurate customer needs • Recommend investment / trust alternatives • Perform presentations / meetings with prospects • Finalize new agreements with customers • Coordinate and prepare information for RFP requests • Cross selling other Northwest products and services • Recommend improvements to procedures • Maximize technology tools available • Assure accurate information passed to Trust Operations • Oversee system coding on individual accounts • Minimize departmental nonpayroll costs • Adhere to stated Trust department fee schedules • Minimize non standard fee schedules • Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations • Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education Bachelor's Degree business / finance / related preferred Preferred Work Experience 8 - 12 years investment experience within a trust department, RIA General Employee Knowledge, Skills, and Abilities • Ability to establish effective working relationships among team members and participate in solving problems and making decisions • Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written • Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information • Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information • Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas Additional Knowledge, Skills and Abilities Ability to analyze financial data Knowledge of economics and markets Client relationship management skills Licenses and Certifications CFA, CFP, CIMA #LI-JB1 Licenses & Certifications Required SERIES 65 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.
41 CFR 60-1.
35(c)
Essential Functions • Meet with clients to discuss investment strategy • Recommend portfolio changes and review investment performance • Identify and analyze rates of return and risks associated with the various components of the investments and other potential investments • Monitor the financial condition of the securities which are held in investment portfolios • Keep informed of market trends and analyzing the effect of these trends on the investment portfolios • Maintain relationships with traders as well as with other members of the investment community to execute investment decisions in a timely manner • Serve as a member on Trust Investment Committee • Manage bond and equity investments for individual trust and advisory clients • Maximize investment returns commensurate with acceptable level of risk • Keep informed on security markets • Research to arrive at prudent / timely investment decisions • Initiate action for purchase and sale of securities • Develop client investment objectives with input from administrators and clients • Provide investment advice and guidance • Keep informed of legal and tax consequences of decisions / strategies • Develop investment strategy communication for clients and prospects • Initiate and author client correspondence • Communicate investment related information as appropriate • Ensure compliance with Trust policies and procedures • Schedule and conduct client meetings on periodic basis • Conduct regular investment reviews as required • Review financial/investment markets daily • Coordinate customer documentation and agreements • Ensure total document and data integrity • Manage personal workload/work flow • Assist with setting personal goals and targets • Cultivate potential referrals from existing accounts • Analyze accurate customer needs • Recommend investment / trust alternatives • Perform presentations / meetings with prospects • Finalize new agreements with customers • Coordinate and prepare information for RFP requests • Cross selling other Northwest products and services • Recommend improvements to procedures • Maximize technology tools available • Assure accurate information passed to Trust Operations • Oversee system coding on individual accounts • Minimize departmental nonpayroll costs • Adhere to stated Trust department fee schedules • Minimize non standard fee schedules • Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations • Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education Bachelor's Degree business / finance / related preferred Preferred Work Experience 8 - 12 years investment experience within a trust department, RIA General Employee Knowledge, Skills, and Abilities • Ability to establish effective working relationships among team members and participate in solving problems and making decisions • Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written • Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information • Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information • Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas Additional Knowledge, Skills and Abilities Ability to analyze financial data Knowledge of economics and markets Client relationship management skills Licenses and Certifications CFA, CFP, CIMA #LI-JB1 Licenses & Certifications Required SERIES 65 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.
41 CFR 60-1.
35(c)
• Phone : NA
• Location : 800 State Street, Erie, PA
• Post ID: 9150904141
