Senior Portfolio Manager

About the role

The Senior Portfolio Manager (Trust) is responsible for managing client investment portfolios, making daily investment decisions concerning investment portfolios, implementing stated strategies from the Chief Investment Officer, and executing investment decisions for the assigned investment portfolios.

Responsibilities

• Meet with clients to discuss investment strategy
• Recommend portfolio changes and review investment performance
• Identify and analyze rates of return and risks associated with the various components of the investments and other potential investments
• Maintain relationships with traders as well as with other members of the investment community to execute investment decisions in a timely manner
• Serve as a member on Trust Investment Committee
• Manage bond and equity investments for individual trust and advisory clients
• Maximize investment returns commensurate with acceptable level of risk
• Keep informed of market trends and analyzing the effect of these trends on the investment portfolios
• Initiate action for purchase and sale of securities
• Develop client investment objectives with input from administrators and clients
• Provide investment advice and guidance
• Keep informed of legal and tax consequences of decisions / strategies
• Develop investment strategy communication for clients and prospects
• Initiate and author client correspondence
• Communicate investment related information as appropriate
• Ensure compliance with Trust policies and procedures
• Schedule and conduct client meetings on periodic basis
• Conduct regular investment reviews as required
• Review financial/investment markets daily
• Cook up customer documentation and agreements
• Ensure total document and data integrity
• Manage personal workload/work flow
• Aid in setting personal goals and targets
• Cultivate potential referrals from existing accounts
• Analyze accurate customer needs
• Recommend investment / trust alternatives
• Perform presentations / meetings with prospects
• Finalize new agreements with customers
• Cope with RFP requests
• Cross sell other Northwest products and services
• Recommend improvements to procedures
• Maximize technology tools available
• Assure accurate information passed to Trust Operations
• Minimize departmental nonpayroll costs
• Adhere to stated Trust department fee schedules
• Minimize non standard fee schedules

Qualifications

• Bachelor's Degree in business / finance / related
• 8 - 12 years investment experience within a trust department, RIA

Skills

• Establish effective working relationships among team members and participate in solving problems and making decisions
• Present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
• Establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
• Make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas

Benefits

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.