Senior Portfolio Manager Nottingham Trust (OnSite)

Responsibilities

• Work with the division's more significant and/or complex account relationships
• Work with account administrators and clients to develop investment policy statements (IPS)
• Select and monitor both individual investments and overall client portfolios
• Maintain appropriate records and documentation to support investment decisions
• Participate in divisional committees
• Build relationships with other WMG personnel to identify and develop additional business opportunities
• Establish and develop relationships with division clients and their other professional advisors
• Establish and develop relationships with COI's to generate new business
• Respond to inquiries or requests for information
• Provide personal trust and employee benefit services to division clients
• Achieve customer service goals as established in the Bank's annual operating plan
• Supervise assigned personnel
• Provide guidance and training/support to division peers and subordinates

Essential Duties

• Stay current with debt and equity markets as well as economic developments that may affect investment decisions
• Manage assigned divisional accounts including but not limited to the following:
• Analyzing requirements of assigned accounts by reviewing account agreements and/or legal instruments, determining cash requirements, and anticipating tax consequences
• Preparing complete account analysis and documentation
• Monitoring the cash and investments of each account with consideration of objectives, the needs of beneficiaries, and cash requirements for taxes and distributions
• Making changes when appropriate
• Reviewing the investment of new and existing accounts
• Establishing, monitoring and updating account investment objectives and IPS
• Performing account investment reviews in accordance with regulatory and fiduciary requirements
• Executing trades
• Pursue and maintain professional relationships with other professionals within the financial and business communities to maximize business development opportunities
• Communicate and respond to investment-related inquiries from division personnel, clients, attorneys, accountants, and other appropriate parties
• Develop additional business with both new and existing clients
• Maintain an active awareness of changes in legal and regulatory requirements which may affect accounts
• Provide quality service to customers, whether internal or external
• Comply with established operating policies