Portfolio Manager (WM)

Job Description

The Portfolio Manager position requires a broad and deep understanding of wealth management, fiduciary practices and investment strategies. The Portfolio Manager actively participates in the retention of existing clients, including assisting in the preparation and presentation of client proposals and reconciling account assets. The ideal candidate will have extensive investment expertise and will be able to operate in a semi-autonomous and entrepreneurial environment while maintaining a sales and client-centered focus.

Portfolio Managers are team players and methodical business builders with experience and expertise as trusted portfolio managers serving the sophisticated needs of high net worth individuals, families, and institutions. The position requires a strong understanding of the full range of investment expertise in wealth management and related products, services, and processes.

RESPONSIBILITIES

• Participate in discussions on asset allocation, risk, investment performance, economic, and financial market trends with clients
• Meet with clients on a quarterly basis, or as needed, to review portfolio performance and present appropriate recommendations
• Prepare and present pitch materials to prospective clients
• Evaluate financial products and services on the Wealth Management platform and recommend changes when necessary
• Analyze investment performance of designated accounts and third-party portfolio managers utilized within the Wealth Management department
• Buy, sell, and trade securities for accounts in accordance with policies established by the Investment Committee
• Maintain a high service level by working closely with Private Wealth Advisors, Trust Officers, and department managers
• Complete assigned account annual reviews (“Reg-9” reviews) and related paperwork and records maintenance
• Guide and mentor Investment Analysts on assigned work as needed

Qualifications

• Bachelor's degree required
• MBA or advanced degree in Finance or related fields, with desire to obtain the Chartered Financial Analyst designation preferred
• Minimum of five years of experience in investment management and fiduciary portfolio management required
• Chartered Financial Analyst (CFA) designation highly desired
• Strong, successful track record that meets or exceeds goals set consistently required
• Ability to foster teamwork and motivate colleagues required
• Client-centered focus with excellent strategic thinking ability and consultative skills
• Proficiency in Microsoft Office products (Microsoft Word, Excel, and PowerPoint) required
• Strong proficiency with research/analytics tools (Bloomberg, FactSet, Morningstar, Investor’s View, FirstRate)
• Demonstrated experience in effective client relationship management required
• Excellent verbal and written communication and interpersonal skills required
• Flexibility to accommodate work outside normal business hours
• Capacity to work with challenging clients and diverse groups of people
• Ability to travel up to 25% is required

KEY COMPETENCIES

• Account management
• Business Acumen
• Presentation skills
• Entrepreneurial spirit
• Enthusiastic, positive energy

Essential Functions:

• Sitting / standing for extended periods of time
• Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components
• Ability to converse and exchange information with all levels of staff within organization.
• Ability to observe, perceive, identify, and translate data
• Ability to travel via air, rail, automobile, and/or bus

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.