Portfolio Manager II

Rockland Trust Career Site • Boston, MA

134d

About The Position

The Portfolio Manager makes investment decisions on portfolios for affluent to high net worth individuals and small/mid-sized institutions. It is required that the candidate communicate and actively participate in the investment philosophy and processes, including large cap core equity stock selection, domestic fixed income security selection, asset allocation and diversifying manager analysis.

Requirements

• Strong investment and communication skills.
• Ability to establish and maintain effective working relationships.
• 7+ years related experience.
• Bachelor's degree with emphasis on finance/economics; advanced degree MBA/CFA preferred.
• Analytical, organizational and presentation skills.
• Familiarity with Investment and trading systems such as Bloomberg, FactSet, Morningstar.

Responsibilities

• Meet with clients and proactively maintain contact to build positive account relationships.
• Support the new business efforts of the Investment Management Group in the marketing and selling of investment management and fiduciary services.

Benefits

• Competitive compensation with performance incentive awards.
• Health Insurance.
• Dental Insurance.
• 401K and DC Plan for retirement.
• LTD & Life Insurance.
• Day Care Reimbursement.
• Tuition Assistance for graduate and undergraduate programs.
• Award winning Wellness program.

What This Job Offers

• Career Level: Mid Level
• Education Level: Bachelor's degree