Trust Portfolio Manager

2 months ago

Ridgewood, United States The Ladders Full time
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JOB FUNCTION / SUMMARY:

Manages the most complex bond and equity investment portfolios for Trust clients.

ESSENTIAL DUTIES & RESPONSIBILITIES:

  • Develops methodologies for investment strategies and / or is involved in the ongoing process of reviewing and modifying existing methodologies.
  • Determines investment strategies for clients, shareholders, or advisors in the form of a separately managed account, mutual fund, or some type of collective vehicle.
  • Direct involvement in the marketing and distribution of separately managed account strategies and own managed mutual funds to 3rd party advisors and due diligence teams.
  • Initiates contacts for developing and closing new business
  • Cultivates and maintains relationships with investment clients, including high net worth individuals
  • Meets with current and prospective clients to explain investment services and to obtain background data on personal finances
  • Assists clients in the development of investment strategies based on the bank's investment philosophy and client's investment objectives
  • Recommends specific investments based upon strategies and objectives developed with clients
  • Keeps abreast of developments in the financial markets using fundamental and technical research to arrive at sound and timely investment recommendation
  • Keeps abreast of legal and tax consequences of investment decisions
  • Initiates actions to execute the purchase and sale of investment securities
  • Provides advice and guidance to less experienced Portfolio Managers
  • All other duties/special projects as assigned.
  • Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.
SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
  • Bachelor's degree, preferably in Business, Finance, or Accounting, plus 7+ years of investment and financial analysis experience.
  • A Chartered Financial Analyst or CIMA certification is preferred
  • Requires an advanced understanding of trusts and investment products and markets
  • Requires an advanced understanding of banking and investment regulations
  • Requires advanced skills with the Microsoft Office suite of products
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
  • Ability to work under stress and meet deadlines
  • Ability to operate a keyboard if required to perform the essential job functions
  • Ability to read and interpret a document if required to perform the essential job functions
  • Ability to travel if required to perform the essential job functions
  • Ability to lift/move/carry approximately 20 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.


Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

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