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Midwest Trust Company is Hiring a Portfolio Manager Near Wauwatosa, WI
PurposeThe Portfolio Manager (PM), Trust Investments is responsible for the delivery of investment management services to Midwest Institutional Trust (MITS) clients. The PM is a member of a team that provides comprehensive fiduciary investment advisory services to multiple types of clients including, but not limited to: defined benefit pension plans, Taft-Hartley plans, healthcare organizations, corporate operating funds, endowments, foundations, and specialized trusts.
Essential Duties/Responsibilities To Be Performed With Or Without Accommodation
- Build and maintain strong relationships with clients by understanding their specific needs and providing advice on regulatory issues and investment design.
- Retain and grow existing client relationships.
- Conduct periodic client investment review meetings including market and economic updates, asset allocation reviews, performance updates, attribution analysis, and confirmation that investments are operating within client investment policy guidelines.
- Drive proactive meetings with clients, focusing on pre meeting preparation, planning and execution, as well as establishing next steps with clients.
- Generate new business revenue objectives and participate in RFPs as needed.
- Re-balancing client portfolios to maintain alignment with investment strategies, placing mutual fund trades as needed, coordinating cash flows with third-party managers and other members of the service team. Documenting re-balancing activities in each client folder in support of business line compliance standards and policies.
- Working with designated internal partners relating to trade orders for individual stocks, bonds, and exchange traded funds.
- Providing oversight for client life cycle events, including onboarding and working closely with the transitions team.
- Promoting strong risk management and governance across the organization through committee membership/involvement and following established policies and procedures.
- Completing personal compliance requirements and training on a timely basis.
- Managing expense account in compliance with company policies and budgetary restrictions.
- Completing annual investment reviews, peer reviews, and other compliance systems reporting on a timely basis.
- Other duties as assigned.
- 5-10 years of industry experience, primarily working in investments, client relationships or consulting
- Excellent communication and presentation skills, with the ability to collaborate and influence positively.
- CIMA or CFA designation preferred, or a desire to obtain one.
- MBA preferred.
- Comprehensive understanding of equity and fixed income markets and the tools institutional clients need to meet their investment objectives
- Ability to understand and represent complex investment products and solutions, must be able to lead investment discussions and strategy both internally and externally.
- Travel may be required, depending on client base.
- Moderate noise (business office with computers, phone, printers, light traffic)
- Ability to sit at a computer for an extended period of time
- Regularly required to sit, stand, talk, hear, and use hands and fingers to operate a computer keyboard and telephone
- Specific vision abilities include close vision requirements due to computer work
- Comprehensive understanding of markets and the tools institutional clients need to meet their investment objectives
- Client minded, focused on execution client investment objectives, able to manage client expectations and to leverage organization resources to meet client objectives.
- Self-starter with personal responsibility and accountability.
- Results-oriented with an ability to execute and complete complex deliverables in a timely manner.
- Proven team player and inclusive leader.
- Risk focused, ability to balance company goals and client goals while mitigating risk appropriately.
Job Summary
Full Time
Investment Management
$108k-153k (estimate)
06/02/2024
06/22/2024
midwesttrust.com
KANSAS CITY, MO
50 - 100
2008
DAN LANG
$10M - $50M
Investment Management
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About Midwest Trust Company
Trust services that are rooted in meeting your goals. Midwest Trust is an independent, state-chartered trust company. That means our focus is always on you, our client. Youand your goalsdefine who we are and what we do. We dont work in a vacuum and we dont fit you into a financial mold. Instead, we work with your financial advisor, accountant, and attorney to define your needs and help you grow toward your goals. Wealth management that reaches toward your future. We help your investments and legacy grow with: expertise of experienced trust officers knowledge of current regulatory, legal, and ...
tax implications of trust and estate planning comprehensive trust and estate administration investment management, with the option to work with our affiliate Financial Counselors, Inc. or other investment advisors complete personal trust, philanthropic and institutional services
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The job skills required for Portfolio Manager include Presentation, Economics, Investment Management, Consulting, Risk Management, Client Relationship, etc. Having related job skills and expertise will give you an advantage when applying to be a Portfolio Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Portfolio Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Portfolio Manager positions, which can be used as a reference in future career path planning. As a Portfolio Manager, it can be promoted into senior positions as a Portfolio Manager III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Portfolio Manager. You can explore the career advancement for a Portfolio Manager below and select your interested title to get hiring information.
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