Senior Investment Portfolio Specialist

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JOB FUNCTION / SUMMARY:

The Senior Investment Portfolio Specialist provides support to all lines of Wealth Asset Management by engaging in asset management functionalities, such as, portfolio management, strategy implementation, trading, performance reporting, marketing and compliance. In addition, they will be subject matter experts for various processes and systems used to support Wealth Asset Management.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Works directly with the asset allocation and manufacturing teams to implement investment strategy decisions across multiple LOBs.
• Works directly with Senior Portfolio Managers to invest client accounts according to risk tolerance and investment strategy.
• May recommend specific investments based upon Prudent Investor Rule.
• Uses discretion when working with complex situations in accounts as it relates to investing, rebalancing, raising cash, tax harvesting and changing asset allocation.
• Works with Portfolio Managers to establish and implement more complex investment strategies, such as Dollar Cost Averaging plans, and low cost basis analysis.
• Maintains in-depth knowledge of and utilize software programs such as, Morningstar Direct, Factset, or Bloomberg, to analyze portfolios through attribution or performance analysis. Utilize these tools to provide supplemental data analysis and research to the Asset Allocation and Manufacturing teams.
• Works directly with equity and fixed income traders for trade entry, execution and reporting.
• Collaborates with various lines of business’ to develop reports and templates used for client retention and new business development.
• Works directly with Trust Compliance and Portfolio Managers to monitor and correct account exceptions
• May lead projects or committees that benefit the Investment Solutions team and Asset Management group.
• Identify and implement process improvements and efficiencies.
• May write procedures and workflows to follow established policies.
• Populates and maintains databases with firm and strategy level updates for asset retention and new business development.
• Other duties and special projects as assigned by Senior Management may include proxy voting, corporate actions, vendor management liaison, soft dollar and broker dealer analysis.
  
  

SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

• Bachelor's Degree preferably in Finance, Economics, or other related field or equivalent combination of experience and training required.
• 5 years related experience and/or training or equivalent combination of education and experience.
• Requires an advanced understanding of trusts and investment products and markets.
• Requires an advanced understanding of banking and investment regulations.
• Demonstrated ability to generate robust and scalable solutions to benefit the Investment Solutions team.
• Ability to write reports, business correspondence and procedure manuals.
• Demonstrated ability to think critically and problem solve.
• Excellent writing, communication, and interpersonal skills.
• Advanced knowledge of and exposure to the investment industry and investment concepts.
• Advanced knowledge of Microsoft Office Applications, including Excel, and Power Point.
  
  

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

• Ability to work under stress and meet deadlines
• Results-oriented and has a high degree of accountability, commitment and responsibility.
• Ability to operate related equipment to perform the essential job functions.
• Ability to travel if required to perform the essential job functions.
• Ability to lift/move/carry approximately 10 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.