Sr. Portfolio Manager
Sr. Portfolio Manager
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
As a Sr. Portfolio Manager you will:
Serves high net worth and institutional clients within Baird Trust Company
Ongoing tasks include portfolio management client service and investment review meetings business development calls and serving on the Investment Committee
Develop satisfied clients through frequent contact for portfolios/relationships of a substantial size and complexity
Consult with major client relationships to develop investment objectives and implement a suitable investment plan and maintain an Investment Policy Statement for each relationship
Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk
Working with Trust Administration interpret the intentions of the trust or agency agreement and build an investment policy to accomplish those objectives
Working with Financial Consultants/Relationship Managers participate in the development of new business opportunities by meeting with prospects preparing and presenting proposals for investment management
Keep informed of market trends and analyze the effect of these trends on client investment portfolios
Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions
What we look for:
Knowledge of global equity and fixed income markets along with knowledge of global economic conditions
Familiarity with fiduciary principles and prudent investment concepts
General understanding of the tax code
Maintain awareness of new investment strategies techniques and products through regular contact with other industry professionals and through internal and external research
Preparing and delivering clear effective and professional presentations. Communication skills and professional demeanor to interact with clients prospects and all levels of management and colleagues within the firm. Providing appropriate recommendations for resolution of complex financial issues
Collaborate with Trust Administrators Estate Planners and Financial Consultants/Relationship Managers to accomplish objectives
Work ethically and with integrity including maintaining client and firm confidentiality
Interpret and apply policies and identify and recommend changes as appropriate
What makes this opportunity great:
Compelling careers working side-by-side with the best in the business
Ability to work with a variety of teams and leaders proving your ability to be flexible and highly adaptable
Fast paced environment that will enable you to grow as a professional
Team of associates passionate about achieving great results for clients and give back to the communities where we live and work
Educational/Previous Experience Recommendations:
Four (4) year degree in Business Economics Accounting or Finance
MBA (preferred)
10 years prior experience as a portfolio manager in a banking or securities industry or an equivalent combination of education and experience
Licenses/Certifications:
CFA / CFP preferred
SIE Series 7 required or ability to obtain
Series 63 65 or 66 required or ability to obtain
#DI
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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race color religion sex pregnancy citizenship national origin age disability military service veteran status sexual orientation gender identity or expression genetic information or any other status protected by law.
Required Experience:
Manager
Employment Type
Full-Time
