What are the responsibilities and job description for the Senior Managing Director I or II position at Bankers Trust Company?
This position is within BTC Capital Management. Founded in 2003, BTC Capital Management, a 1940 Act Registered Investment Advisor focusing on institutional asset management. Our solutions range from discretionary asset management to independent investment consulting and advisory services. The firm is built on principles of treating clients as privileged guests and maintaining the highest degree of integrity in everything we do.
This position will be hired at either Senior Managing Director I or II level depending on experience.
Job Summary:
The Senior Managing Directors are strategic managers for a specified asset class, to include security and portfolio analysis, trade direction and client portfolio management. This individual will be responsible for ongoing development, enhancement, and direction of assigned asset class mandate. In addition to these duties this individual will be involved in the oversight of various analytical platforms and investment management tools. The position also requires efforts to support the firm's client retention efforts via in-person client meetings and participation in the preparation of various client communication publications.
Primary Functions and/or Responsibilities:
- Oversees, implements, and manages an assigned equity strategy, including security analysis, portfolio analysis, and trade direction for securities incorporated within assigned strategy. Participates in scheduled team meetings, communicating attributes of strategy managed within framework established.
- Supports Investment Consultants and Relationship Managers in the development and retention of ongoing business generation and retention efforts, which includes the following:
- Participating in in-person meetings with existing and prospective clients to review investment performance and investment objectives.
- Preparing various written communication materials covering strategy, performance, and attributes along with general market and economic conditions.
- Participating in periodic constituent education efforts.
- Participates as a member of assigned committees regarding strategy management, asset allocation, risk management, or other committees as necessary or desirable. Also assists/influences the ongoing development, enhancement, and support of various investment strategies for the firm.
- Performs other duties as assigned
Education and/or Experience:
Managing Director I
- Bachelor's degree in Business or related field preferred
- Master’s Degree desirable
- CFA designation required
- Minimum of 10 years of experience within investment management
- Prior experience as an analyst/portfolio manager (preferably within the environment of registered investment adviser or insurance company) is required
- Four-year college degree in a related field preferred OR an equivalent combination of education and experience
Managing Director II
- Bachelor's degree in business or related field
- Master’s Degree desirable
- CFA designation required
- Minimum of 15 years of experience within investment management and/or financial services required
- Prior experience as an analyst (preferably within the environment of registered investment adviser or insurance) is desirable
- Four-year college degree in a related field preferred OR an equivalent combination of education and experience
Specific Skills, Knowledge & Abilities:
- Strong working knowledge of financial markets, particularly equity markets, and the economy
- Use of FactSet and LSEG Workstation analytical platforms
Benefits
- Group Health, Dental, and Vision Insurance
- Generous Paid Time Off (PTO)
- Volunteer Time Off (VTO)
- 401(k) plan with lucrative company match
- Tuition assistance
- Company Paid Life Insurance
- Paid Parental Leave
- Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.
- Team Member Banking - a suite of products and services with special benefits for employees
Hybrid Eligibility: Position will be onsite.
EQUAL OPPORTUNITY EMPLOYER
“PROTECTED VETERANS” AND “INDIVIDUAL WITH DISABILITY”