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In-House
Attorney
Corporate
Litigation - Whistleblower - CFTC
5-10 yrs required
Portfolio Manager ll Duties: Responsible for executing investment programs designed to achieve the objectives of a group of client accounts. Implements policies and programs approved by management. Assists senior manager with major accounts. Works under the direction of management or senior portfolio managers. Act as Investment quarterback of client relationship by evaluating, designing and overseeing all aspects of portfolio construction including manager selection. Oversee completion of investment policy statement. Support PC teams in effectively communicating to prospects our business culture, investment philosophy and range of investment and non-investment solutions that are relevant to the prospect and or existing clients. Develop and recommend strategies to achieve the investment goals of clients. Meets with clients to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models, ensuring current allocations are appropriate. Conduct all aspects involved with managing portfolios, including executing all trades, maintaining investment action plans, monitoring and addressing overdrafts, conducting Reg. 9 investment reviews, and documenting account activities and client interaction. Support revenue growth of the market by meeting individual investment management, credit and deposit goals. Supervising, mentoring and coaching more junior staff.
Qualification and Experience
Qualifications: Undergraduate degree in Finance, Accounting, Economics or equivalent preferred as well as hold appropriate credentials such as CPA, CFP and or CFA designation. A graduate degree such as MBA or JD Degree preferred. 5 - 10 years of investment decision making and financial consulting experience working with high net worth clients and ultra-high net worth clients. An appropriate mix of financial services expertise, management and business development experience. Knowledge of fiduciary and financial products and services required through extensive related work experience. Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients. Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school. Skills and experience in negotiating, delegating, leadership, superior client service and relationship management skills required.
Job number: 17002437
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