Sr Portfolio Manager- Trust

About The Role

Serves high net worth and institutional clients as Portfolio Manager within Baird Trust Company. Ongoing tasks include portfolio management, client service and investment review meetings, business development calls and serving on the Investment Committee.

The Impact You'll Make

Serves high net worth and institutional clients within Baird Trust Company
Ongoing tasks include portfolio management, client service and investment review meetings, business development calls and serving on the Investment Committee
Develops satisfied clients through frequent contact for portfolios/relationships of a substantial size and complexity
Consults with major client relationships to develop investment objectives and implement a suitable investment plan and maintain an Investment Policy Statement for each relationship
Invests assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk
Works with Trust Administration to interpret the intentions of the trust or agency agreement and build an investment policy to accomplish those objectives
Participates in the development of new business opportunities by meeting with prospects, preparing and presenting proposals for investment management
Keeps informed of market trends and analyzes the effect of these trends on client investment portfolios
Maintains awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research
Prepares and delivers clear, effective, and professional presentations. Communication skills and professional demeanor to interact with clients, prospects and all levels of management and colleagues within the firm.
Provides appropriate recommendations for resolution of complex financial issues
Collaborates with Trust Administrators, Estate Planners and Financial Consultants/Relationship Managers to accomplish objectives
Works ethically and with integrity, including maintaining client and firm confidentiality
Interprets and applies policies and identifies and recommends changes as appropriate

What You'll Bring To Baird

• Four (4) year degree in Business, Economics, Accounting, or Finance
• MBA (preferred)
• 10+ years prior experience as a portfolio manager in a banking or securities industry, or an equivalent combination of education and experience
• Knowledge of global equity and fixed income markets along with knowledge of global economic conditions
• Familiarity with fiduciary principles and prudent investment concepts
• General understanding of the tax code
• Licenses/Certifications: CFA / CFP preferred, SIE, Series 7 required – or ability to obtain, Series 63, 65, or 66 required – or ability to obtain