Sr Portfolio Manager- Trust

Baird•Milwaukee, WI

2d•Hybrid

About The Position

Serves high net worth and institutional clients as Portfolio Manager within Baird Trust Company. Ongoing tasks include portfolio management, client service and investment review meetings, business development calls and serving on the Investment Committee. This position offers flexibility with 4 days/week in our Milwaukee, WI office and 1 day remote.

Requirements

Four (4) year degree in Business, Economics, Accounting, or Finance
10+ years prior experience as a portfolio manager in a banking or securities industry, or an equivalent combination of education and experience
Knowledge of global equity and fixed income markets along with knowledge of global economic conditions
Familiarity with fiduciary principles and prudent investment concepts
General understanding of the tax code
SIE, Series 7 required – or ability to obtain
Series 63, 65, or 66 required – or ability to obtain

Nice To Haves

MBA
CFA / CFP preferred

Responsibilities

Serves high net worth and institutional clients within Baird Trust Company
Ongoing tasks include portfolio management, client service and investment review meetings, business development calls and serving on the Investment Committee
Develop satisfied clients through frequent contact for portfolios/relationships of a substantial size and complexity
Consult with major client relationships to develop investment objectives and implement a suitable investment plan and maintain an Investment Policy Statement for each relationship
Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk
Working with Trust Administration interpret the intentions of the trust or agency agreement and build an investment policy to accomplish those objectives
Working with Financial Consultants/Relationship Managers, participate in the development of new business opportunities by meeting with prospects, preparing and presenting proposals for investment management
Keep informed of market trends and analyze the effect of these trends on client investment portfolios
Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions
Maintain awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research
Preparing and delivering clear, effective, and professional presentations.
Communication skills and professional demeanor to interact with clients, prospects and all levels of management and colleagues within the firm.
Providing appropriate recommendations for resolution of complex financial issues
Collaborate with Trust Administrators, Estate Planners and Financial Consultants/Relationship Managers to accomplish objectives
Work ethically and with integrity, including maintaining client and firm confidentiality
Interpret and apply policies and identify and recommend changes as appropriate