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Institutional Portfolio Manager I

Waltham;

Job Description:

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 3-5 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:

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 3-5 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-22036285

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Teresa Perry

Referral Bonus:

0