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Portfolio Manager I

Greenwich, Connecticut

Job Description:

Portfolio Manager I

 

Role Description: Under the guidance of a Portfolio Manager III, the Portfolio Manager I is  accountable for the construction, implementation and monitoring of investment portfolios while continually identifying areas for proactive, value added contributions to all investment activities including AA, portfolio construction & management, client servicing & business development.

Responsibilities:

  • Support Private Wealth teams, Private Client Advisors (PCAs), Private Client Managers (PCMs), Trust Officers (TOs), and Portfolio  Managers (PMs) in effectively communicating  investment philosophy and range of investment and non-investment solutions and regularly participate in client and prospect meetings
  • Respond to client requests when Senior PMs are out of the office
  • Reg 9 meeting preparation
  • Recommend investment solutions to PM
  • Handle trade order entry for portfolio transactions & administration of custody account trades & performance
  • Ensure timely investment of funds into new accounts
  • Analyze and make appropriate AA recommendations to the PM
  • Partner with Senior PM to service existing book and to provide additional capacity for prospect meetings
  • Independently conduct portfolio review meetings with clients
  • Management of investments and asset allocation for small subset of Sr. PM's book (less complex HNW portfolios)
  • Rebalance existing portfolios according to Private Bank AA guidelines
  • Attend various, business critical internal and team meetings
  • Create and build investment content for prospect presentations & investment reviews with existing clients

​​Experience Skills and Qualifications:

  • A minimum of 3 years of experience in the financial services industry.
  • Knowledge of fiduciary and financial products and services
  • Strong communications skills, personal drive and initiative, and a high degree of professionalism. .

Undergraduate degree in Finance, Accounting, Economics or equivalent preferred as well as progress toward designations such as CPA, CFP, CFA, CIMA, CAIA and/or MBA

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Portfolio Manager I

 

Role Description: Under the guidance of a Portfolio Manager III, the Portfolio Manager I is  accountable for the construction, implementation and monitoring of investment portfolios while continually identifying areas for proactive, value added contributions to all investment activities including AA, portfolio construction & management, client servicing & business development.

Responsibilities:

  • Support Private Wealth teams, Private Client Advisors (PCAs), Private Client Managers (PCMs), Trust Officers (TOs), and Portfolio  Managers (PMs) in effectively communicating  investment philosophy and range of investment and non-investment solutions and regularly participate in client and prospect meetings
  • Respond to client requests when Senior PMs are out of the office
  • Reg 9 meeting preparation
  • Recommend investment solutions to PM
  • Handle trade order entry for portfolio transactions & administration of custody account trades & performance
  • Ensure timely investment of funds into new accounts
  • Analyze and make appropriate AA recommendations to the PM
  • Partner with Senior PM to service existing book and to provide additional capacity for prospect meetings
  • Independently conduct portfolio review meetings with clients
  • Management of investments and asset allocation for small subset of Sr. PM's book (less complex HNW portfolios)
  • Rebalance existing portfolios according to Private Bank AA guidelines
  • Attend various, business critical internal and team meetings
  • Create and build investment content for prospect presentations & investment reviews with existing clients

​​Experience Skills and Qualifications:

  • A minimum of 3 years of experience in the financial services industry.
  • Knowledge of fiduciary and financial products and services
  • Strong communications skills, personal drive and initiative, and a high degree of professionalism. .

Undergraduate degree in Finance, Accounting, Economics or equivalent preferred as well as progress toward designations such as CPA, CFP, CFA, CIMA, CAIA and/or MBA

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21075072

Band: H5

Manages People: No

Travel: Yes, 20% of the time

Manager:

Talent Acquisition Contact:

Christine Balzano

Referral Bonus:

0

Connecticut job seekers

Connecticut pay range:

$67,500 - $111,500 annualized salary, offers to be negotiated based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Street Address

Primary Location:
55 Railroad Ave, CT, Greenwich, 06830