Director, Research & Senior Trust Portfolio Manager

Atlantic Union Bank Careers • Greensboro, NC

4d

About The Position

The Director of Research & Senior PM is responsible for managing portfolios for an assigned book of business in excess of $200mm AUM in addition to handling the overall research functions of the asset management team. Duties include: (1) managing investment portfolios; (2) supervising research on the stocks, bonds, mutual funds, ETF’s and other investments used in portfolios; (3) evaluate and determine corporate action decisions. Support the Chief Investment Officer in all other aspects of the account management and portfolio construction and analysis.

Requirements

• Bachelor’s degree in finance or economics.
• CFA or CFA candidate; MBA preferred
• 10+ years industry experience
• Advanced analytical and problem solving skills
• Strong written and verbal communication skills
• Superior interpersonal skills
• Highly detail-oriented and able to multitask
• Financial modeling experience is a plus; understanding of accounting, economic, investment and finance principles
• Ability to work under limited supervision and direction while managing multiple priorities
• Extensive knowledge of Microsoft Office to include Excel, Word and PowerPoint

Responsibilities

• Manage and monitor portfolios for an assigned book of business.
• Responsible for supervising asset management, research, and analysis for investment products and strategies with AUM in excess of $700 million.
• Lead equity strategy committee
• Supervise and enhance investment screening process
• Prepare new account and annual Reg 9 reviews.
• Understand and be able to communicate the current positioning of all firm strategies, recent changes in key holdings or sectors, and investment results relative to benchmarks.
• Maintain and enhance investment knowledge through continuing education and development.
• Conduct and facilitate client meetings or client portfolio review calls and participate in prospective client meetings as requested.
• Serve as primary point of contact for clients regarding portfolio management, asset holdings, net worth and cash flow related issues.
• Proactively build and maintain relationships with existing clients and their contacts to identify new or additional sales opportunities.
• Develop an in-depth knowledge of the client relationships and key contacts.
• Serve as a voting member of the Investment Strategy Committee (ISC) and the Trust Administrative Committee.
• Oversee performance reporting for accounts.
• Identifies and refers business to other areas within the Bank as appropriate.
• Prepare client meeting summary plan documents and recommendations.
• Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares’ BSA/AML Policy and Procedures.

Benefits

• This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program.
• General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits .
• We are proud to be an Equal Employment Opportunity employer.
• We maintain a drug-free workplace.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees