Wealth Management Solutions, Portfolio Manager, Analyst/Associate
Wealth Management Solutions, Portfolio Manager, Analyst/Associate
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Job Description
Wealth Management Solutions Portfolio Manager Analyst or Associate.
The Portfolio Management Group (PMG) is the implementation engine for Private Bankings discretionary investment business providing leverage for investment advisors and other front office partners as they pursue the Firms growth initiatives. PMG is responsible for implementing the investment strategy and portfolio construction as dictated by the Private Banking Strategy team. PMG rebalances and manages risk in accounts across our investment management and trust portfolios.
The Portfolio Manager will have the following responsibilities:
- Implementation of portfolio construction based on Strategy teams calls and investment vehicle selection
- Maintain knowledge of the investment solutions utilized throughout Private Banking including mutual funds exchange traded funds structured notes hedge funds and separately managed accounts
- Maintain knowledge of each accounts unique requirements and sensitivities
- Review and trade portfolios manage orders and execute trades across managed account business including the following: New account initial investing and phase inTimely implementation of strategic and tactical shifts when announced by Portfolio Construction
- Monitoring cash and security activity in clients accounts
- Liquidating accounts
- Monitoring accounts for model drift and strategy deviation
- Relationship management with internal clients (client facing teams)
- Work with various internal partners to complete business initiatives
Key Competencies:
- Bachelors degree in a finance - related discipline with a minimum 3.3/4.0 GPA. CFA or progress toward attaining CFA designation preferred but not required
- 3 years work experience in financial services industry with Private Wealth Management experience preferred
- Demonstrated solid understanding of investments with keen interest in broadening knowledge of portfolio management
- Demonstrated track record of building relationships with internal and external partners
- Prior experience operating within a risk framework
Required Experience:
Manager
Employment Type
Full-Time
