Portfolio Manager (WM)

United Bank

3d•Onsite

About The Position

The Portfolio Manager position requires a broad and deep understanding of wealth management, fiduciary practices and investment strategies. The Portfolio Manager actively participates in the retention of existing clients, including assisting in the preparation and presentation of client proposals and reconciling account assets. The ideal candidate will have extensive investment expertise and will be able to operate in a semi-autonomous and entrepreneurial environment while maintaining a sales and client-centered focus. Portfolio Managers are team players and methodical business builders with experience and expertise as trusted portfolio managers serving the sophisticated needs of high net worth individuals, families, and institutions. The position requires a strong understanding of the full range of investment expertise in wealth management and related products, services, and processes.

Requirements

Bachelor's degree required
Minimum of five years of experience in investment management and fiduciary portfolio management required
Strong, successful track record that meets or exceeds goals set consistently required
Ability to foster teamwork and motivate colleagues required
Client-centered focus with excellent strategic thinking ability and consultative skills
Proficiency in Microsoft Office products (Microsoft Word, Excel, and PowerPoint) required
Strong proficiency with research/analytics tools (Bloomberg, FactSet, Morningstar, Investor’s View, FirstRate)
Demonstrated experience in effective client relationship management required
Excellent verbal and written communication and interpersonal skills required
Flexibility to accommodate work outside normal business hours
Capacity to work with challenging clients and diverse groups of people
Ability to travel up to 25% is required

Nice To Haves

MBA or advanced degree in Finance or related fields, with desire to obtain the Chartered Financial Analyst designation preferred
Chartered Financial Analyst (CFA) designation highly desired

Responsibilities

Participate in discussions on asset allocation, risk, investment performance, economic, and financial market trends with clients
Meet with clients on a quarterly basis, or as needed, to review portfolio performance and present appropriate recommendations
Prepare and present pitch materials to prospective clients
Evaluate financial products and services on the Wealth Management platform and recommend changes when necessary
Analyze investment performance of designated accounts and third-party portfolio managers utilized within the Wealth Management department
Buy, sell, and trade securities for accounts in accordance with policies established by the Investment Committee
Maintain a high service level by working closely with Private Wealth Advisors, Trust Officers, and department managers
Complete assigned account annual reviews (“Reg-9” reviews) and related paperwork and records maintenance
Guide and mentor Investment Analysts on assigned work as needed