Vice President, Portfolio Manager

Midwest Trust Company•Addison, TX

About The Position

The Vice President, Portfolio Manager manages discretionary investment portfolios and serves as a trusted advisor to high-net-worth individuals, families, trusts, retirement plans, foundations, endowments, and institutional clients. The role combines investment management, relationship management, fiduciary oversight, and business development to deliver customized investment solutions aligned with clients’ financial objectives and risk profiles. The Vice President collaborates with Trust Officers, Wealth Advisors, Financial Advisors, Relationship Managers, Family Office professionals, and senior investment leadership to provide client service and support the firm’s strategic growth objectives. The position reports to the Senior Vice President, Portfolio Manager, Chief Investment Officer, or Head of Investments, CEO and President. Responsibilities include managing and monitoring portfolios; developing strategies consistent with client investment policies and circumstances; communicating with clients and professional advisors; supporting business development; contributing to investment research and committee work; collaborating across teams; and maintaining fiduciary, regulatory, and internal compliance. The role’s stated success measures include managing portfolios in accordance with fiduciary standards, building trusted relationships, delivering timely investment advice and reviews, supporting AUM growth, participating in Investment Committee governance, maintaining compliance, and collaborating across relevant teams.

Requirements

Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or a related discipline.
4–7+ years of progressively responsible portfolio management or investment advisory experience.
Chartered Financial Analyst (CFA) designation required.
Experience managing discretionary investment portfolios.
Strong understanding of portfolio construction, asset allocation, equity and fixed income markets, investment research, and risk management.
Experience working with high-net-worth individuals, trusts, retirement plans, or institutional clients.
Excellent relationship management and client communication skills.
Ability to present complex investment concepts clearly and confidently.
Strong analytical, organizational, and problem-solving abilities.
Ability to work independently and collaborate effectively across multidisciplinary teams.

Nice To Haves

MBA or other advanced graduate degree.
Experience with a trust company, bank trust department, registered investment adviser, family office, or institutional asset manager.
Familiarity with fiduciary administration, trust accounting, and estate planning concepts.
Experience supporting business development initiatives and participating in client presentations.

Responsibilities

Manage diversified discretionary investment portfolios for individuals, trusts, retirement plans, foundations, endowments, corporations, and institutional clients.
Develop, implement, and monitor investment strategies consistent with each client’s Investment Policy Statement, objectives, liquidity needs, tax considerations, and risk tolerance.
Construct portfolios using equities, fixed income, mutual funds, exchange-traded funds, cash management solutions, and alternative investments where appropriate.
Execute investment decisions consistent with the firm’s investment philosophy and approved asset allocation models.
Monitor portfolios and recommend changes based on market conditions, client objectives, and changing financial circumstances.
Review portfolio performance, risk characteristics, diversification, and investment manager effectiveness.
Maintain documentation supporting investment decisions and fiduciary oversight.
Serve as the primary investment contact for assigned client relationships and build long-term client relationships.
Meet with clients to review investment performance, objectives, and financial planning considerations; explain investment philosophy, strategy, market conditions, and performance results.
Anticipate client needs, recommend investment solutions, and coordinate with attorneys, CPAs, financial advisors, and other professional advisors.
Support growth of Assets Under Management through client service and relationship development.
Partner with Trust Officers, Financial Advisors, and Business Development professionals to identify and pursue investment opportunities.
Participate in client and prospect meetings, present the firm’s investment philosophy and capabilities, and build relationships with referral sources and centers of influence.
Identify opportunities to expand services within existing client relationships.
Participate in Investment Committee meetings and present portfolio updates, recommendations, and market observations.
Monitor domestic and global capital markets, economic trends, interest rates, and industry developments; analyze research and evaluate investment opportunities.
Assist with manager due diligence and investment product evaluations; prepare investment commentary, client presentations, and market updates.
Collaborate with Trust Administration, Compliance, Operations, Client Service, Risk Management, and Wealth Management teams.
Share investment knowledge and best practices; support onboarding and mentoring of junior investment professionals as appropriate.
Ensure investment activities comply with IPS requirements, fiduciary standards, SEC and state trust regulations, OCC fiduciary principles, internal policies, the Code of Ethics, compliance procedures, best execution standards, and personal trading policies.
Maintain accurate investment documentation and portfolio records; participate in regulatory examinations, internal audits, and investment reviews; promptly escalate material investment, operational, or fiduciary risks.