Senior Portfolio Manager
4 weeks ago
At Greenleaf Trust, we are seeking a highly skilled Senior Portfolio Manager to join our team. As a key member of our investment management team, you will be responsible for executing trades, maintaining performance reporting systems, and portfolio rebalancing.
Key Responsibilities:
- Meet with prospective and existing clients to maintain open communication on portfolio status, economic and financial markets, and wealth management strategies.
- Execute trades and performance reporting, including account rebalancing and portfolio maintenance.
- Develop and recommend strategies to achieve client investment goals in concert with the in-house Research Team and Wealth Management Team.
- Collaborate with team members to complete investment policy statements and optimize after-tax portfolio performance.
- Meet with clients to review investment performance and partner with the in-house Research Team and Wealth Management Team to understand market changes.
Requirements:
- Bachelor's Degree and minimum seven years' experience responding to RFPs related to investment management, managing institutional portfolios, and reporting to foundation, endowment, and non-profit board of directors.
- Chartered Financial Analyst (CFA) designation strongly preferred.
Traits and Skills:
- Strong communications and thought leadership skills.
- Ability to develop and refine complex financial models, analytical processes, and methodologies.
- Self-motivated and able to work independently while functioning within a team environment.
- Ability to maintain a positive attitude while investment recommendations are reviewed and challenged.
- Advanced knowledge of Morningstar Analysis tools, FactSet, Bloomberg, and Addepar.
Greenleaf Trust Commitment:
We are committed to exploring diversity, equity, and inclusion within our organization and the communities we serve. We strive to provide opportunities for our team members to uphold these expectations.
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