Senior Portfolio Manager

IN0534 Fishers

Job Description The Senior Portfolio Manager (Trust) is responsible for managing client investment portfolios, making daily investment decisions concerning investment portfolios, implementing stated strategies from the Chief Investment Officer, and executing investment decisions for the assigned investment portfolios.

Essential Functions Meet with clients to discuss investment strategy

Recommend portfolio changes and review investment performance

Identify and analyze rates of return and risks associated with the various components of the investments and other potential investments

Monitor the financial condition of the securities which are held in investment portfolios

Keep informed of market trends and analyzing the effect of these trends on the investment portfolios

Maintain relationships with traders as well as with other members of the investment community to execute investment decisions in a timely manner

Serve as a member on Trust Investment Committee Manage bond and equity investments for individual trust and advisory clients

Maximize investment returns commensurate with acceptable level of risk

Keep informed on security markets

Research to arrive at prudent / timely investment decisions

Initiate action for purchase and sale of securities

Develop client investment objectives with input from administrators and clients

Provide investment advice and guidance

Keep informed of legal and tax consequences of decisions / strategies

Develop investment strategy communication for clients and prospects

Initiate and author client correspondence

Communicate investment related information as appropriate

Ensure compliance with Trust policies and procedures

Schedule and conduct client meetings on periodic basis

Conduct regular investment reviews as required

Review financial/investment markets daily

Coordinate customer documentation and agreements

Ensure total document and data integrity

Manage personal workload/work flow Assist with setting personal goals and targets

Cultivate potential referrals from existing accounts

Analyze accurate customer needs

Recommend investment / trust alternatives

Perform presentations / meetings with prospects

Finalize new agreements with customers

Coordinate and prepare information for RFP requests

Cross selling other Northwest products and services

Recommend improvements to procedures

Maximize technology tools available

Assure accurate information passed to Trust Operations Oversee system coding on individual accounts

Minimize departmental nonpayroll costs

Adhere to stated Trust department fee schedules

Minimize non standard fee schedules

Additional Essential Functions Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations

Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency

Work as part of a team

Work with on-site equipment

Safety and Health for those without supervisory duties

Abide by the rules of the safety and loss prevention program

Perform work tasks in a safe manner

Report any and all injuries to supervisor

Know what to do in case of an emergencyQUALIFICATIONSTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education Bachelor's Degree business / finance / related

Work Experience8 - 12 years investment experience within a trust department, RIAGeneral Employee Knowledge, Skills, and Abilities Ability to establish effective working relationships among team members and participate in solving problems and making decisions

Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written

Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information

Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information

Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas

Additional Knowledge,

Skills and Abilities

Ability to analyze financial data Knowledge of economics and markets

Client relationship management skills

Licenses and CertificationsCFA, CFP, CIMANorthwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
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