Senior Portfolio Manager

4 weeks ago

Palm Beach, United States Cypress Bank & Trust Full time

Job Description


JOB TITLE: Senior Portfolio Manager


DEPARTMENT: Portfolio Management


REPORTS TO: Chief Investment Officer (CIO)


EFFECTIVE DATE: 8/13/2024


Summary


Cypress Bank & Trust was originally founded as a Florida Chartered boutique corporate fiduciary in Palm Beach, FL in 1996 and transitioned to a bank and trust company in August 2021. We currently have four full-service offices throughout the state of Florida with additional trust offices in Winter Haven and Naples. In addition to providing trust and investment advisory services, Cypress Bank & Trust offers a complete array of personal and commercial banking services intended to meet all our client’s holistic, financial needs including providing personalized, tailored solutions. At Cypress Bank & Trust, we believe in providing services to meet all the needs of our clients.


We are looking for a Senior Portfolio Manager who is responsible for collaborating with the Administrative Officer and support personnel in a team approach to client service; researching and analyzing economic, market, industry and company trends; following and making recommendations on risk/reward parameters for assigned stocks; implementing and monitoring investment strategy to meet objectives of personally assigned investment management and fiduciary accounts; working closely with clients to determine, document and execute their investment objectives; leading and assisting with business development and retention.


We are looking


Duties And Responsibilities


  • Assumes lead, joint or secondary role as needed in relationship team to fulfill the corporate philosophy of providing high-touch team service to clients. Client asset management, including development, monitoring, and maintenance of investor profile, asset allocation and investment portfolios, including trading documentation, and client files.
  • Participate in providing superior client service through periodic client meetings, communications, responsiveness, and accuracy of information being supplied to the client including performance reviews, confirm objectives and document any changes to their investment objectives.
  • Initiates and participates in business development activities including meeting with current/prospective clients to present proposals and deliver the investment offering. Attend company sponsor events and being a company representative at other outside events.
  • Completes Reg-9 investment reviews and participates in the preparation of administrative reviews.
  • Actively serves as voting member of the Investment Committee. Researches and analyzes economic, market, industry and company trends.
  • Complies with Company policies and procedures as well as SEC and State of Florida rules and regulations.
  • General understanding of the various fiduciary account characteristics.
  • Participates on various committees as assigned.
  • Performs other related duties as assigned by management.
  • Fulfill responsibilities under the Bank Secrecy Act and Anti-Money Laundering regulations. This may include identifying customers properly, initiating CTRs and SARs investigations as needed, utilizing OFAC records, and maintaining appropriate records.
  • Adheres to Bank’s policies and procedures and all Federal and State laws and regulations.


Must-haves


  • College degree or equivalent, preferably in the Business Administration, Finance or Marketing fields.
  • Active book/prospects


Certificates, Licenses And Registrations Required


  • Series 65 required but, can be obtained after employment.
  • Chartered Financial Analyst, Certified Financial Planner, MBA a plus.
  • Proficient in Microsoft Office Suite
  • Computer skills required: Trust and Custodian Accounting Software. Continued technology education to improve I.Q.


Would Be Great To Have


  • Exposure to: Investors View, Advantage, SharePoint, Microsoft Teams, SCI, MOnday.com and Weblink.


  • Why Work Here? Financially strong and growing company
  • Personal growth potential
  • Great company culture
  • Generous PTO schedule in addition to bank holidays
  • Benefits:
  • Health (Employer-paid coverage for employee, eligible the first month after the date of hire.)
  • Dental
  • Vision
  • Life Insurance (company paid)
  • Additional voluntary Life Insurance
  • Short Term Disability
  • Long Term Disability
  • Metlaw
  • Lifelock
  • Employee Assistance Program
  • 401K

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