Senior Portfolio Manager

• Develop, recommend, and direct execution of investment programs across Wealth and Investment Management lines of businesses
• Manage a significant number of individual securities and mutual funds
• Ensure assigned centralized portfolios are consistent with guidance on asset allocation strategy
• Ensure portfolio construction, security selection, and risk management are consistent with the mandate of the specific portfolio
• Act as a Liaison or subject matter expert with Global Manager Research for specific asset classes and contributes to portfolio improvement and development
• Serve as a subject matter expert for specific asset classes and contributes to portfolio improvement
• Support the investment communication efforts and present information to internal advisors and teams

5+ years of Wealth Investment Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• A BS/BA degree or higher in accounting, finance or economics
• CFA (or CFA candidate), other related designations
• A passion for investments and financial markets
• A background in security research and selection
• Ability to be flexible and adaptable in an evolving environment
• Strong quantitative and qualitative analysis skills
• Ability to collaborate with team members in a collegial setting
• Experience working with research tools such as FactSet and Bloomberg
• Excellent verbal, written and interpersonal communication skills
• Strong Microsoft Office skills
• Experience with Morningstar, Bloomberg, Factset, etc.