Senior Portfolio Manager
Location: Charlotte
Posted on: February 25, 2021
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Job Description:
GENERAL FUNCTION: Acts independently within
established investment policy guidelines to develop, recommend, and
execute investment programs designed to achieve the objectives of
large and complex client accounts. Primary functions
includeinvestmentmanagement, client service and support of new
business efforts. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Develop
satisfied clients and new sources of asset management revenue
through frequent contact, usually for portfolios/relationships of a
substantial size and complexity. * Consult with major client
relationships to develop investment objectives and implement a
suitable investment plan and maintain an Investment Policy
Statement for each relationship. * Working with client advisors,
participate in the development of new business opportunities by
meeting with prospects, preparing and presenting proposals for
investment management. * Interpret the intentions of the trust or
agency agreement and build an investment policy to accomplish those
objectives. * Invest assets according to investment policy
guidelines to deliver a competitive rate of return within the given
level of risk. * Regularly engage with other members of the Wealth
Management Team and external advisors to ensure effective
communication regarding client objectives and coordinate portfolio
changes. * Mentor more junior Portfolio Managers. * Maintain
awareness of new investment strategies, techniques and products
through regular contact with other industry professionals and
through internal and external research. * Keep informed of market
trends and analyze the effect of these trends on client#s
investment portfolios. * Keep current on the legal and tax issues
with respect to investment decisions by consulting attorneys,
accountants and other resources as needed. * Follow established
investment policies and procedures including annual account reviews
and working to minimize and/or document exceptions. SUPERVISORY
RESPONSIBILITIES: None.
Keywords: , Charlotte , Senior Portfolio Manager, PR / Public Relations , Charlotte, North Carolina
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