Senior Portfolio Manager

4 weeks ago


Milwaukee, Wisconsin, United States Johnson Financial Group LLC Full time
Job Summary

The Senior Portfolio Manager will be responsible for managing and maintaining the trading functions of the Managed Account Group (MAG) team. This includes rebalancing client portfolios to established models, monitoring and approving trading activities, and ensuring the prompt resolution of trading issues.

Key Responsibilities
  • Rebalance client portfolios to established models in a timely manner.
  • Monitor daily trade activity to ensure accurate and timely settlement of trades.
  • Reconcile data feeds across multiple applications and sources.
  • Maintain portfolio model structure in Wealth applications.
  • Communicate with SMA managers and notify them of cash requirements.
  • Accurately set up and maintain asset coding in all Wealth applications.
  • Plan and implement application updates and upgrades as assigned.
  • Prepare regulatory filings as assigned.
  • Special projects as assigned.
  • Create, document and implement trading related workflows and procedures.
  • Train new Wealth associates on Wealth applications as assigned.
Requirements
  • Bachelor's degree in accounting, investments, finance, information systems or relevant area preferred.
  • Series 65 license is required.
  • Minimum five years of experience in managing Wealth portfolios and equities trading.
  • Position requires sound analytical, technical and financial skills.
  • Proven leadership and ability to communicate effectively at all levels.
  • Must maintain current knowledge of industry specific regulations.


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