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Portfolio Manager I

Atlanta, Georgia

Job Description:

The Portfolio Manager is responsible for the management of investments on the behalf of clients and trusts within the Private Bank line of business.  They may serve in various capacities including investment manager, trustee or co-trustee; working with various account types such as investment management, individual retirement, irrevocable trust and revocable trusts.  The Portfolio Manager will work within a team construct to deliver investment management, banking/credit and estate planning advice to Private Bank clients.  As the investment professional on the team, the Portfolio Manager is responsible for technical execution of the portfolio strategy and ensures the assets remain aligned with the stated investment objective as documented in the investment policy statement. This role calls for an experienced professional with strong client relationship management skills and abilities to operate in a team environment to deliver the highest level of client service.

Qualifications:
• At least 2 years of prior portfolio management or investment related experience working with clients
• Strong written and verbal communication skills
• BA/BS in Finance, Economics or other business related program preferred
• Strong knowledge and understanding of portfolio management philosophies such as diversification and asset allocation

Desired:
• CFA or CFP; actively seeking if not currently held
• Other industry recognized professional designations
• Experience managing assets in various investment capacities such as investment manager, investment advisor, trustee and co-trustee in a fiduciary environment

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The Portfolio Manager is responsible for the management of investments on the behalf of clients and trusts within the Private Bank line of business.  They may serve in various capacities including investment manager, trustee or co-trustee; working with various account types such as investment management, individual retirement, irrevocable trust and revocable trusts.  The Portfolio Manager will work within a team construct to deliver investment management, banking/credit and estate planning advice to Private Bank clients.  As the investment professional on the team, the Portfolio Manager is responsible for technical execution of the portfolio strategy and ensures the assets remain aligned with the stated investment objective as documented in the investment policy statement. This role calls for an experienced professional with strong client relationship management skills and abilities to operate in a team environment to deliver the highest level of client service.

Qualifications:
• At least 2 years of prior portfolio management or investment related experience working with clients
• Strong written and verbal communication skills
• BA/BS in Finance, Economics or other business related program preferred
• Strong knowledge and understanding of portfolio management philosophies such as diversification and asset allocation

Desired:
• CFA or CFP; actively seeking if not currently held
• Other industry recognized professional designations
• Experience managing assets in various investment capacities such as investment manager, investment advisor, trustee and co-trustee in a fiduciary environment

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21067064

Band: H5

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Susan Membrino

Referral Bonus:

0

Street Address

Primary Location:
600 Peachtree St NE, GA, Atlanta, 30308