Principal Portfolio Management Officer
1 week ago
The Senior Portfolio Manager (Trust) at Northwest LLC plays a pivotal role in overseeing client investment portfolios. This position involves making informed daily investment choices, executing strategies as directed by the Chief Investment Officer, and managing the assigned investment portfolios effectively.
Key Responsibilities
- Engage with clients to outline and refine investment strategies.
- Advise on portfolio adjustments and assess investment performance.
- Evaluate and analyze potential returns and risks associated with 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.
- Maintain strong 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.
- Strive to maximize investment returns while adhering to acceptable risk levels.
- Conduct thorough research to support prudent and timely investment decisions.
- Initiate and manage the buying and selling of securities.
- Collaborate with clients and administrators to establish investment objectives.
- Provide expert investment advice and guidance.
- Stay informed about legal and tax implications of investment strategies.
- Communicate investment strategies effectively to clients and prospects.
- Draft and manage client correspondence.
- Ensure compliance with Trust policies and procedures.
- Schedule and lead regular client meetings.
- Conduct routine investment reviews as necessary.
- Review financial and investment markets on a daily basis.
- Coordinate necessary customer documentation and agreements.
- Maintain data integrity and document accuracy.
- Manage personal workload and workflow efficiently.
- Assist in setting personal performance goals and targets.
- Identify potential referrals from existing client accounts.
- Analyze client needs accurately.
- Recommend suitable investment and trust alternatives.
- Deliver presentations and meetings with prospective clients.
- Finalize agreements with clients.
- Prepare information for RFP requests.
- Promote other Northwest products and services.
- 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 Federal/State regulations.
- Utilize Microsoft Office Software and other relevant applications to enhance productivity.
Qualifications
To excel in this role, candidates must demonstrate proficiency in fulfilling essential duties. The following qualifications are indicative of the knowledge, skills, and abilities required:
Education
Bachelor's Degree in business, finance, or a related field is preferred.
Preferred Work Experience
- 12 years of investment experience within a trust department or Registered Investment Advisor (RIA).
General Knowledge, Skills, and Abilities
- Ability to foster effective working relationships and collaborate in problem-solving and decision-making.
- Strong communication skills, both oral and written, to convey ideas clearly and concisely.
- Active listening skills to ensure understanding and facilitate open exchanges of information.
- Ability to set actionable goals and track progress effectively.
- Strong analytical skills to make informed decisions based on data.
Additional Skills and Abilities
Proficiency in financial data analysis, knowledge of economic principles and market dynamics, and client relationship management skills are essential.
Licenses and Certifications
CFA, CFP, CIMA are preferred qualifications.
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