Wealth Portfolio Manager II

We’ve been named one of the
** best places to work in Maine**, and offer
** robust benefits
** focused on your holistic well-being.
* Senior level investment research and analysis
* Serve in Portfolio Manager capacity with all relevant responsibilities for individual and institutional clients, managing daily implementation of investment process for clients in accordance with their investment objectives
* Ensure portfolios are within acceptable target asset allocation ranges per investment policy
* Complete all Reg 9 investment reviews by system due date and document follow-up steps related to rejected reviews quarterly (at a minimum)
* Conduct independent due diligence regarding markets, sectors and individual investment vehicles across all asset and sub-asset classes
* Screen resources and tools to improve investment team capacity and scalability
* Meet with third party vendors for market insights and technical data
* Lead and/or actively participate in weekly investment team meetings as determined by CIO
* Participate in meetings with current and prospective clients, CNB employees, external COIs and Board Members, as well as professional and community events; maintaining a positive, engaged profile to enhance the visibility of CNWM and CNB
* In partnership with client/wealth advisors/trust officers, responsible for overall wealth management client experience
* Support team by providing coverage for other team members during absences
* Serve as a leader in the business unit’s and Company’s commitment to achieving our vision, embodying CNB’s core values of Honesty & Integrity, Trust, Service, Responsibility and Excellence
* Bachelor’s degree
* 15 – 20 years investment management experience and/or training in the financial services industry and/or equivalent combination of education and experience
* Strong knowledge and prior experience of investment trading systems, Microsoft Excel and research databases
* Solid understanding of CNWM compliance and regulatory commitments
* Ability to read, analyze, and interpret detailed financial reports, legal documents, and related correspondence
* Ability to respond professionally to common inquiries from customers, regulatory agencies, and/or members of the business community
* Ability to effectively present information to top management, clients, public groups, and/or boards of directors
* Strong proficiency in mathematical skills as it relates to investment analysis, portfolio construction/maintenance, risk and performance measurement
* Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
* Ability to interpret a variety of instructions in written, oral, diagram, or schedule form
* Ability to work successfully in a team environment and independently
* Strong attention to detail is imperative to maintain the highest level of accuracy
* Availability to travel as needed
* Robust medical, dental, and vision insurance packages
* Generous time off, including paid federal holidays and paid day off for your birthday
* 401(k) retirement savings plan
* Tuition reimbursement, professional development, and career growth opportunities
* Employee assistance program
* Comprehensive wellness program

An opportunity to build your career at an innovative community organization with a vision for growth and giving back. Whether it’s helping a family buy their first home or build a business, we go above and beyond to serve our customers, communities, and each other. You’ll experience an inspiring, welcoming workplace for all, and a culture that empowers employees to do their best work each day—and celebrate the difference we’re making together.

Today, we employ 725 people at more than 73 work locations. We recruit top talent for roles in everything from relationship banking to operations, lending, technology, finance, compliance, marketing, and more. Employees enjoy health and wellness benefits and generous time off, along with numerous personal and professional growth opportunities.
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