Senior Wealth Portfolio Manager
Core
Independently manage assets within proprietary strategies to help clients achieve financial success.
Role type
Senior Wealth Portfolio Manager
Builds
Client investment portfolios aligned with specific objectives
Domain
Wealth Management / Financial Services
Required skills
Multi-asset class portfolio management, Fiduciary oversight, Financial market analysis, Alternative asset class knowledge, Client communication, Committee participation
Preferred skills
CFA designation, Bloomberg/FactSet/Fitek proficiency, Public presentation experience
Technologies
Bloomberg, FactSet, Fitek, Microsoft Office
Responsibilities
Manage and supervise deployment of strategies for clients within an assigned group of accounts, Provide guidance and oversight regarding department operations through participation in assigned committees, Participate in testing and evaluation of Wealth Management operations, Supervise and mentor lower level staff, Assist with business development efforts, Contribute to the asset review committee analyzing assets for inclusion on the investment approved list