Job Description

Primary Purpose:

The Portfolio Manager actively supports the member relationship team by managing member investment accounts and coordinating delivery of solutions to the individuals, families, trusts, and foundations they serve. This role is responsible for analyzing, structuring, implementing and monitoring investment strategies for members based on their values, goals, and risk parameters. The Portfolio Manager will construct portfolios consisting of equities, fixed income, cash and alternative assets within investment guidelines. The PM will participate in and contribute to the investment team through macroeconomic, industry, and company research. The PM is also expected to participate in and contribute to the firm’s growth through business development efforts.

Essential Responsibilities:

• Gather, analyze, and document the member’s and prospective member’s financial plans and information.
• Prepare investment guidelines, investment policy statements, and strategies in line with the member’s values, goals, and risk parameters.
• Prepare and produce financial reporting, charts, and other materials for member meetings and presentations.
• Assist in drafting proposals, presentations, reference materials, and other documents as needed.
• Propose and implement investment programs as directed by the member relationship team and in line with the member’s investment policy statement.
• Meet with members to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models and ensure current allocations are appropriate.
• Provide in-depth research of individual stocks in assigned sectors and contribute to the team’s macroeconomic research efforts.
• Respond to members requests for information, advice and service – including proactive member outreach and creating and building investment content for prospect and member presentations, memebr investment reviews, prospecting events, thought leadership articles and investment updates, and documenting account activities and member interaction.
• Accountable for the understanding of and adherence to operational controls, policies, procedures and processes to ensure compliance with bank policies and related laws and regulations.
• Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
• Other duties as assigned

Minimum Required Skills & Competencies:

• Undergraduate degree in finance, accounting, economics or equivalent preferred.
• Three years of investment management experience in a member-facing role.
• CFA designation or program enrollment.
• Broad-based technical knowledge of investments, markets, the economy, and high net worth portfolio management.
• Knowledge of fiduciary standards, principles, products and applicable laws and regulations relevant to discretionary portfolio management for fiduciary
• Intermediate level knowledge of Microsoft Office (expert level knowledge preferred for Excel) with the ability to learn other job specific software applications.
• Skill in analyzing situations and applying critical thinking to resolve problems and decide on courses of action.
• Ability to work collaboratively, communicate effectively and have positive relationships with members (internal and external).
• Ability to readily modify, respond to, and integrate change with minimal personal
• Ability to quickly process information, draw relevant conclusions, and clearly summarize results
• Demonstrated leadership and teamwork skills with an ability to collaborate and thrive in a member-focused, team-based environment.
• Strong written and oral communication skills and ability to distill and convey information in a compelling
• Skill in adopting technological advancements and facilitating into current and future responsibilities
• Skill in discovering and working to meet underlying needs; following through on questions, requests,
• Ability to anticipate, monitor, and meet the needs of members (internal and external) and respond in an appropriate manner.
• Ability to take action in the workplace, set personal goals, and independently identify and find alternative solutions to accomplish objectives.

Desired Skills & Competencies:

• Experience with Bloomberg, Factset, and Morningstar.

Physical Requirements:

• Express or exchange ideas by means of the spoken word via email and
• Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the
• Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
• Not substantially exposed to adverse environmental
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities