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Senior Portfolio Manager

1 month ago


Erie, Pennsylvania, United States Northwest LLC Full time
Job Description

The Senior Portfolio Manager is responsible for managing client investment portfolios, making daily investment decisions, and implementing strategies from the Chief Investment Officer.

Key Responsibilities
  • Meet with clients to discuss investment strategies
  • Recommend portfolio changes and review investment performance
  • Identify and analyze rates of return and risks associated with investments
  • Monitor the financial condition of securities held in investment portfolios
  • Keep informed of market trends and analyze their impact on investment portfolios
  • Maintain relationships with traders and other members of the investment community
  • Serve as a member on the Trust Investment Committee
  • Manage bond and equity investments for individual trust and advisory clients
  • Maximize investment returns while minimizing risk
  • Stay informed on security markets and make timely investment decisions
Requirements
  • Bachelor's Degree in business or finance
  • 12 years of investment experience in a trust department or RIA
  • Ability to establish effective working relationships and make decisions
  • Ability to present and express ideas clearly and concisely
  • Ability to analyze financial data and make informed decisions