Portfolio Manager

2 weeks ago


Honolulu, Hawaii, United States Bank of Hawaii Full time
Job Title: Portfolio Manager

As a Portfolio Manager at Bank of Hawaii, you will be responsible for the day-to-day oversight of top-tier institutional and high-net-worth client portfolios. You will develop written proposals and presentations, advise clients on investment strategies, and demonstrate a high degree of professionalism while presenting investment management philosophy, process, and recommendations to individuals, committees, and boards.

Key Responsibilities:
  1. Monitor asset allocation of investment portfolios, ensuring that accounts are managed within limits established by the Investment Policy Statement (IPS) by monitoring, reporting, and periodic rebalancing.
  2. Keep abreast of major developments in global capital markets as well as geopolitical and macroeconomic conditions. Communicate market conditions and investment strategy to clients verbally and in written materials.
  3. Provide training and support to client service officers. Maintain a strong understanding of portfolio construction and manager selection concepts, as well as strategy and performance of managers used within client portfolios.
  4. Responsible for the continued development, monitoring, and performance of TSG's investment strategy products. This includes the establishment of clearly defined evidence-based methodologies to drive asset allocation and manager selection decisions.
  5. Monitor external managers, ensuring that due diligence is conducted and performance is maintained relative to contracted standards on a timely basis.
Qualifications:
  1. Education: MBA degree from an accredited institution, or bachelor's degree with a financial professional designation such as CFA, CIMA, CFP, or equivalent.
  2. Experience: Minimum years experience in the investment management or securities industry.
  3. Technical Skills: Proficiency with personal computers and Microsoft applications (Outlook, Word, Excel, and PowerPoint) or similar software. Knowledge of or ability to learn bank and trust-related software. Expert understanding of investment securities and financial markets.
  4. Other Job Qualifications: Strong communications skills, including verbal, written, interpersonal, and presentation. Ability to work under pressure. Comfortable working in a collaborative team environment, building relationships with internal and external partners.

As a Bank of Hawaii employee, you ensure compliance with applicable laws, regulations, regulatory requirements, and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act, and USA PATRIOT Act.

Delivering exceptional customer experiences is at the heart of what we do at Bank of Hawaii. We listen, understand, and deliver what our customers need to help them build a better tomorrow.


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