PWM Portfolio Manager
22 hours ago
At U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a PWM Portfolio Manager, you'll play a key role in managing a team of portfolio managers who invest assets for high-net worth and ultra-high-net worth individuals, trusts, endowments, and foundations.
Responsibilities:
- Manage a team of portfolio managers responsible for investment management of individual and/or trust account assets to maximize investment return commensurate with an acceptable level of risk.
- Drive business growth by acquiring new clients, expanding existing client relationships, or minimizing client attrition.
- Be responsible for employee development, advocacy, problem-solving, and hiring within the Wisconsin PWM market.
- Assist in the development and implementation of short and/or long-term investment policies and strategies based on management investment philosophy and customer investment objectives.
- Keep informed of developments in investment markets, using fundamental and/or technical research to arrive at sound and timely investment decisions.
Requirements:
- 12+ years of investment management experience.
- BA/MBA in finance, accounting, or other investment-related field.
- CFP or CFA designation, or progress toward preferred.
- Excellent verbal and written communication skills.
- Well-developed analytical, decision-making, and problem-solving skills.
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