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Associate Portfolio Manager

Posted: 06/16/2024

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GENERAL FUNCTION:

Assists more senior Portfolio Managers in handling money management activities and client service for a group of clients and/or acting within established investment policy guidelines, uses funds and models to execute investment programs designed to achieve the objectives of small client accounts.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Assists more senior portfolio managers in the development of satisfied clients and new sources of asset management revenue through frequent contact.
  • Prepare sales and investment review materials for use in client presentations.
  • Assist more senior Portfolio Managers with larger, more complex relationships.
  • Provide research and analysis on client portfolios using complex data services (Bloomberg, Baseline, Morningstar, etc.)
  • Under the direction of the Senior PM, execute investment programs utilizing models and mutual funds to accomplish client objectives.
  • Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions.

 

KNOWLEDGE AND SKILLS REQUIRED:

  • Bachelor’s Degree Required
  • 0-2 years investment experience
  • Working towards a MBA or Financial designation considered a plus
  • Proficient in excel

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