Portfolio Manager

3 weeks ago


Milwaukee, Wisconsin, United States MTC Holding Corporation Full time

About the Role:

The Portfolio Manager, Trust Investments is a key member of our team responsible for delivering investment management services to our institutional clients. This role requires a comprehensive understanding of equity and fixed income markets, as well as the ability to represent complex investment products and solutions to clients.

Key Responsibilities:

  • Build and maintain strong relationships with clients by understanding their specific needs and providing advice on regulatory issues and investment design.
  • Conduct periodic client investment review meetings, including market and economic updates, asset allocation reviews, performance updates, attribution analysis, and confirmation that investments are operating within client investment policy guidelines.
  • Re-balancing client portfolios to maintain alignment with investment strategies, placing mutual fund trades as needed, coordinating cash flows with third-party managers and other members of the service team.

Requirements:

  • 5-10 years of industry experience, primarily working in investments, client relationships or consulting.
  • MBA preferred.
  • Ability to understand and represent complex investment products and solutions, as well as lead investment discussions and strategy both internally and externally.

Working Conditions:

  • Ability to sit at a computer for an extended period of time.
  • Regularly required to sit, stand, talk, hear, and use hands and fingers to operate a computer keyboard and telephone.

What We Offer:

  • A comprehensive understanding of markets and the tools institutional clients need to meet their investment objectives.
  • A client-minded approach, focused on execution of client investment objectives, with the ability to manage client expectations and leverage organization resources to meet client objectives.

About MTC Holding Corporation:

MTC Holding Corporation is a leading provider of investment management services to institutional clients. We are committed to delivering exceptional results and building long-term relationships with our clients.



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