Portfolio Manager
Found in: beBee S US - 2 weeks ago
Job Summary
The Portfolio Manager is responsible for acting as a fiduciary on behalf of clients and applying sound investment principles in accord with DTC's investment strategy group to create, implement and oversee portfolios to help clients achieve their defined financial goals. The Portfolio Manager partners with client service team members for portfolio management, performance reporting and client communication of investment climate.
Primary Duties and Responsibilities
The primary responsibilities of the Portfolio Manager position include, but are not limited to, the following:
Cultivate and maintain client relationships with emphasis on investment strategies and asset allocation implementation Assist in business development efforts with prospects and current clients through the articulation of the firm's overall capabilities, philosophy and approach, and work with relationship managers to provide investment analysis and proposals to gain new business. Build strong client relationships as a value-added member of the client service team Partner with Relationship Managers to create, implement and document in the Investment Policy Statement (IPS) appropriate asset allocation in accordance with client needs and current DTC portfolio management process, including periodic assessment / rebalancing of portfolios Create presentation material utilizing firm-wide standards and best practices that provides information to clients for their understanding of the investment strategy and returns for their portfolio Ensure regulatory requirements are satisfied for each client portfolio including accurate and updated IPS, annual reviews, documentation of non-platform assets, client directed trades and other actions required by regulation and DTC policy and proceduresSkills/competencies necessary for this job include:
Bachelor’s degree (business, finance, economics, data analysis or related field preferred) CFP, CFA, CIMA or similar investment designation preferred 5 years portfolio management experience required Strong knowledge of the investment industry along with the ability to analyze, interpret and present statistics in both written and oral presentations Strong work ethic with a motivated and driven ownership mentality Ability to develop trust and build internal and external relationships in a team environment Ability to work under pressure and handle multiple tasks within deadlines Ethical practitioner with ability to exercise sound judgment and effectively manage riskIf you are looking to join a great company and this job seems like a good fit, please email your resume to HR@diversifiedtrust.com.
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