Sr Trust Portfolio Manager

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JOB SUMMARY

The Senior Trust Portfolio Manager is responsible for managing complex multi-asset investment portfolios, including equity and fixed income, for institutional and high-net-worth clients. This role contributes to the overall development and execution of the bank's investment strategy and serves as a strategic partner to clients, ensuring their investment objectives are met. The job also focuses on business development, maintaining strong client relationships, and actively promoting the bank's investment philosophy and services.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Oversee the management of complex, multi-asset portfolios tailored to institutional and high net-worth clients.

• Develop and execute customized investment strategies in alignment with client objectives and the bank's philosophy.

• Conduct in-depth research, leveraging fundamental and technical analysis to provide timely, sound investment recommendations.

• Develop methodologies for investment strategies and take a lead role in reviewing and refining existing methodologies to align with client and firm objectives.

• Build and maintain relationships with existing clients while proactively seeking new business opportunities.

• Meet with clients to assess financial goals, present investment strategies, and explain portfolio performance.

• Act as a trusted advisor, guiding clients through legal, tax, and regulatory considerations related to their investments.

• Participate in the development of firm-wide investment strategies and contribute to strategic initiatives.

• Communicate the bank's investment philosophy, tactics, and business goals to clients and stakeholders.

• Stay informed on financial market trends, regulatory changes, and industry advancements.

• Ensure all investment activities comply with banking and investment regulations.

• Support junior team members through mentorship and sharing best practices.

• Collaborate with internal stakeholders to align client strategies with broader organizational goals.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

• Bachelor's degree in Finance, Economics, or a related field.

• A combination of relevant education and/or experience may be considered in lieu of the degree requirement.

• Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) certification preferred.

• Minimum 6 years of experience in investment portfolio management or financial analysis, with demonstrated success managing complex portfolios.

• Advanced understanding of investment products, financial markets, and trust-related services.

• Strong knowledge of banking and investment regulations.

• Excellent analytical, problem-solving, and communication skills.

• Advanced expertise in Microsoft 365 applications, including Excel, Teams, and SharePoint, with experience utilizing portfolio management tools (e.g., Smartsheet, MS Project, or similar)

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

• Ability to work under stress and meet deadlines.

• Ability to lift/move/carry approximately 20 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.