Portfolio Manager III

Key Responsibilities

• Work with complex, high-net-worth investors to create customized investment strategies.
• Evaluate, design, construct, manage, and monitor all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication.
• Help teams to drive client retention and business development while mentoring associates.
• Understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives.
• Manage all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews.
• Collaborate with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriate.
• Engage with clients to review investment performance and anticipated market changes based on economic and industry analysis.
• Stay up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks.
• Develop meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics.

• Minimum of 10 years of investment decision‑making and financial consulting experience working with high‑net‑worth and ultra‑high net‑worth clients.
• Held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field.
• Knowledge of fiduciary and financial products and services through extensive related work experience.
• Broad‑based technical knowledge of investments, tax, legal and operations necessary to service clients.
• Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school.
• Skills and experience in negotiating, delegating and leadership.
• Superior client service and relationship management skills.

• Bachelor’s Degree in Finance, Accounting, Economics or related field, or equivalent financial services/business experience.
• Graduate Degree such as MBA or JD.
• Holds appropriate credentials such as CPA, CFP and/or CFA designation.

• High School Diploma / GED / Secondary School or equivalent.

Shift: 1st shift (United States of America);
Hours Per Week: 40.

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