Current jobs related to Lead Investment Portfolio Strategist - Erie, Pennsylvania - Northwest LLC

  • Senior Portfolio Manager

    2 weeks ago

    Erie, Pennsylvania, United States Northwest LLC Full time

    Job DescriptionThe Senior Portfolio Manager is responsible for managing client investment portfolios, making daily investment decisions, and implementing strategies from the Chief Investment Officer.Key ResponsibilitiesMeet with clients to discuss investment strategiesRecommend portfolio changes and review investment performanceIdentify and analyze rates of...

  • Senior Portfolio Manager

    2 weeks ago

    Erie, Pennsylvania, United States Northwest Bank Full time

    Job Title: Senior Portfolio ManagerThe Senior Portfolio Manager is responsible for overseeing the management of client investment portfolios, making informed investment decisions, and implementing strategies to achieve optimal returns.Key Responsibilities:Meet with clients to discuss investment objectives and strategiesRecommend portfolio changes and review...

  • Senior Portfolio Manager

    6 days ago

    Erie, Pennsylvania, United States Northwest LLC Full time

    Job DescriptionThe Senior Portfolio Manager is responsible for managing client investment portfolios, making daily investment decisions, and implementing strategies from the Chief Investment Officer.Key ResponsibilitiesMeet with clients to discuss investment strategies and recommend portfolio changes.Monitor financial conditions of securities and keep...

  • OpenText Exstream Tech Lead

    4 weeks ago

    Erie, Pennsylvania, United States Derex Technologies Full time

    Job Title:OpenText Exstream Tech LeadJob Description:As a seasoned OpenText Exstream Tech Lead, you will play a pivotal role in driving the development of high-quality OpenText Exstream PRINT applications. Your expertise will be instrumental in collaborating with the PRINT core admin team to bring process and technical improvements to the Life and Annuity...

  • OpenText Exstream Tech Lead

    2 weeks ago

    Erie, Pennsylvania, United States Valcan IT Inc Full time

    Job Title: OpenText Exstream Tech LeadValcan IT Inc is seeking a highly skilled OpenText Exstream Tech Lead to join our team. As a key member of our team, you will be responsible for leading the development and maintenance of OpenText Exstream applications.Key Responsibilities:Participate in requirement analysis and effort estimation for OpenText Exstream...

  • Global Sourcing Strategist

    6 days ago

    Erie, Pennsylvania, United States Wabtec Full time

    At Wabtec, we're revolutionizing the way the world moves for future generations. As a key member of our Global Sourcing team, you'll play a crucial role in shaping our supply chain strategy. Your expertise in sourcing, procurement, and supply chain management will help us drive growth, improve efficiency, and deliver exceptional results.Key...

  • Engineering Technical Lead

    2 weeks ago

    Erie, Pennsylvania, United States Wabtec Full time

    About the RoleWabtec is seeking a highly skilled Engineering Technical Leader to join our team. As a key member of our organization, you will be responsible for leading and directing control system enhancements and new feature development for our family of diesel electric, dual fuel, and hybrid diesel-battery locomotives, as well as marine and stationary...

  • Lead Production Quality Specialist

    6 days ago

    Erie, Pennsylvania, United States Wabtec Full time

    About the RoleWe are seeking a highly skilled Production Quality Specialist to join our team at Wabtec. In this role, you will be responsible for developing and maintaining systems, rules, and processes to ensure customer satisfaction and fulfillment of internal and external requirements.Key ResponsibilitiesManage day-to-day quality functions and resolve...

  • Senior IT Data Solution Architect

    4 weeks ago

    Erie, Pennsylvania, United States Oxford Solutions Full time

    Senior IT Data Solution ArchitectOxford Solutions is seeking a highly skilled Senior IT Data Solution Architect to lead our data portfolio initiatives and drive enterprise initiatives centered around data assets.Key ResponsibilitiesServe as a key architecture leader for enterprise initiatives involving enterprise data assets.Act as the solution architecture...

  • Senior IT Data Solution Architect

    6 days ago

    Erie, Pennsylvania, United States Oxford Solutions Full time

    Job Title: Senior IT Data Solution ArchitectJob Summary:Oxford Solutions is seeking a highly skilled Senior IT Data Solution Architect to lead their data portfolio initiatives and drive enterprise initiatives centered around data assets.The ideal candidate will have a strong focus on enterprise data strategies, proficiency in data techniques and...

  • Senior IT Data Solution Architect

    2 weeks ago

    Erie, Pennsylvania, United States Oxford Solutions Full time

    Senior IT Data Solution ArchitectOxford Solutions is seeking a highly skilled Senior IT Data Solution Architect to lead their data portfolio initiatives and drive enterprise-wide data strategies.Key Responsibilities:Collaborate with business and IT stakeholders to design and implement data-driven solutions that leverage data analytics, data governance, data...

  • Front End Service Team Lead

    2 months ago

    Erie, Pennsylvania, United States Walmart Full time

    Job OverviewAs a Front End Service Team Supervisor at Walmart, you will play a vital role in ensuring exceptional customer experiences across our stores. Your primary responsibilities will include:Providing top-notch customer service, ensuring a welcoming and inclusive environment for all customers.Processing returns, refunds, and financial transactions with...

  • Financial Services Representative

    1 month ago

    Erie, Pennsylvania, United States The Legend Group Full time

    {"h1": "Financial Professional Opportunity at The Legend Group", "p": "The Legend Group is seeking a highly skilled Financial Professional to join our team in Erie, PA. As a Financial Professional, you will have the opportunity to service new and existing clients in current 403(b) and 457(b) payroll slots. Our company has been helping investors work towards...

  • Part Time Optometrist Opportunity

    4 weeks ago

    Erie, Pennsylvania, United States U.S. Vision Full time

    Join Our Network of Independent OptometristsU.S. Vision is seeking a skilled and self-motivated Part Time Optometrist to join our network of independent professionals. As an independent optometrist, you will have the flexibility to set your own fees and own the patient records, while our staff provides support and assistance in states where permitted.Key...

  • Child Care Assistant Group Supervisor

    2 weeks ago

    Erie, Pennsylvania, United States Highmark Health Full time

    Job Title: Child Care Assistant Group SupervisorHighmark Health is seeking a dedicated and experienced Child Care Assistant Group Supervisor to join our team. As a key member of our early childhood education team, you will play a vital role in ensuring the well-being and development of our young students.Responsibilities:Assist in the daily operations of the...

  • Rental Sales Representative

    2 weeks ago

    Erie, Pennsylvania, United States Cleveland Brothers Full time

    Rental Sales Representative OpportunityCleveland Brothers, a leading Cat dealer, is seeking a highly motivated Rental Sales Representative to join our team. This role offers a base plus commission structure with unlimited earning potential.Key Responsibilities:Expand the active account base and enhance rental revenue through daily jobsite sales calls.Assess...

  • Attorneys

    4 weeks ago

    Erie, Pennsylvania, United States Account MacDonald Illig Law Firm Full time

    Job OpportunityMacDonald Illig Jones & Britton LLP, a reputable Erie law firm with a team of approximately 50 attorneys, seeks qualified professionals for various practice areas: Real Estate and/or Commercial Lending (5+ years' experience); Trusts & Estates (0-5 years' experience); Business Transactions/Mergers and Acquisitions (0-5 years' experience);...

  • Janitorial Technician

    3 weeks ago

    Erie, Pennsylvania, United States Altair Real Estate Services Full time

    {"I. OBJECTIVE": "As a Janitorial Lead with Altair Real Estate Services, you will be responsible for providing exceptional cleaning and sanitation services to our clients. Your prompt response to cleaning issues and ability to work independently or as part of a small team will be essential in maintaining a clean and safe environment for our tenants and...

  • Sales Assistant

    4 weeks ago

    Erie, Pennsylvania, United States Nexstar Broadcasting Full time

    The Sales Assistant plays a vital role in maximizing station revenue opportunities from an order entry, traffic, and accounting perspective. This position requires a strong understanding of sales department guidelines and the ability to perform various clerical functions as needed.Key Responsibilities:Enter orders, traffic, and accounting data using...

  • Assistant General Manager

    2 months ago

    Erie, Pennsylvania, United States White Lodging Full time

    Job SummaryThe Assistant General Manager will serve as the General Manager's co-captain and lead the day-to-day operations within the hotel. This role is responsible for ensuring optimal results for both the hotel and food & beverage operations.Key ResponsibilitiesGuest and Event SatisfactionFocus on delivering exceptional guest experiences and ensuring...

Lead Investment Portfolio Strategist

2 months ago

Erie, Pennsylvania, United States Northwest LLC Full time


The Senior Portfolio Manager (Trust) at Northwest LLC plays a pivotal role in overseeing client investment portfolios. This position entails making informed daily investment choices, executing strategies set forth by the Chief Investment Officer, and managing the investment decisions for designated portfolios.


Key Responsibilities

  • Engage with clients to outline and refine investment strategies.
  • Advise on portfolio adjustments and assess investment performance.
  • Evaluate and analyze returns and risks linked to various investment components.
  • Continuously monitor the financial health of securities within investment portfolios.
  • Stay updated on market trends and assess their impact on investment portfolios.
  • Foster relationships with traders and other investment professionals to ensure timely execution of investment decisions.
  • Participate as a member of the Trust Investment Committee.
  • Oversee bond and equity investments for individual trust and advisory clients.
  • Aim to optimize investment returns while managing acceptable risk levels.
  • Conduct thorough research to inform prudent and timely investment decisions.
  • Initiate and manage the buying and selling of securities.
  • Collaborate with clients and administrators to establish investment objectives.
  • Provide comprehensive investment advice and insights.
  • Remain informed about the legal and tax implications of investment strategies.
  • Develop and communicate investment strategies to clients and prospects.
  • Draft and send client correspondence related to investments.
  • Ensure adherence to Trust policies and procedures.
  • Schedule and lead regular client meetings.
  • Conduct periodic investment reviews as necessary.
  • Review financial and investment markets on a daily basis.
  • Manage customer documentation and agreements effectively.
  • Ensure the integrity of all documents and data.
  • Organize personal workload and workflow efficiently.
  • Assist in setting personal performance goals and targets.
  • Identify potential referrals from existing clients.
  • Analyze customer needs accurately.
  • Recommend suitable investment and trust alternatives.
  • Conduct presentations and meetings with prospective clients.
  • Finalize agreements with new clients.
  • Prepare and coordinate information for RFP requests.
  • Promote other Northwest products and services as appropriate.
  • Suggest enhancements to operational procedures.
  • Utilize available technology tools to maximize efficiency.
  • Ensure accurate information is relayed to Trust Operations.
  • Oversee system coding for individual accounts.
  • Work to minimize departmental non-payroll expenses.
  • Adhere to established Trust department fee schedules.
  • Ensure compliance with Northwest's policies and relevant regulations.
  • Effectively navigate Microsoft Office Software and other departmental applications to enhance productivity.

Qualifications
To excel in this role, candidates must demonstrate the ability to perform each essential duty effectively. The qualifications outlined below reflect the necessary knowledge, skills, and abilities required for success.

Education

A Bachelor's Degree in business, finance, or a related field is preferred.

Preferred Work Experience

  • A minimum of 12 years of investment experience within a trust department or Registered Investment Advisor (RIA).

General Knowledge, Skills, and Abilities

  • Ability to cultivate effective working relationships within a team and contribute to problem-solving and decision-making.
  • Proficient in presenting ideas and information clearly and concisely, both orally and in writing.
  • Strong active listening skills to ensure understanding and facilitate open communication.
  • Capability to establish actionable plans to achieve specific goals and monitor progress effectively.
  • Ability to make sound decisions based on analytical processes and good judgment.

Additional Skills and Abilities

Proficiency in analyzing financial data, understanding economics and market dynamics, and managing client relationships effectively.

Licenses and Certifications
Preferred certifications include CFA, CFP, or CIMA.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities


The contractor will not discharge or discriminate against employees or applicants based on inquiries about pay or discussions regarding compensation.