Senior Portfolio Manager

Job Description

The Senior Portfolio Manager (Trust) is responsible for managing client investment portfolios, making daily investment decisions concerning investment portfolios, implementing stated strategies from the Chief Investment Officer, and executing investment decisions for the assigned investment portfolios.

Essential Functions

•     Meet with clients to discuss investment strategyRecommend portfolio changes and review investment performance
•     Identify and analyze rates of return and risks associated with the various components of the investments and other potential investmentsMonitor the financial condition of the securities which are held in investment portfolios
•     Keep informed of market trends and analyzing the effect of these trends on the investment portfoliosMaintain relationships with traders as well as with other members of the investment community to execute investment decisions in a timely manner
•     Serve as a member on Trust Investment CommitteeManage bond and equity investments for individual trust and advisory clients
•     Maximize investment returns commensurate with acceptable level of riskKeep informed on security markets
•     Research to arrive at prudent / timely investment decisionsInitiate action for purchase and sale of securities
•     Develop client investment objectives with input from administrators and clientsProvide investment advice and guidance
•     Keep informed of legal and tax consequences of decisions / strategiesDevelop investment strategy communication for clients and prospects
•     Initiate and author client correspondenceCommunicate investment related information as appropriate
•     Ensure compliance with Trust policies and proceduresSchedule and conduct client meetings on periodic basis
•     Conduct regular investment reviews as requiredReview financial/investment markets daily
•     Coordinate customer documentation and agreementsEnsure total document and data integrity
•     Manage personal workload/work flowAssist with setting personal goals and targets
•     Cultivate potential referrals from existing accountsAnalyze accurate customer needs
•     Recommend investment / trust alternativesPerform presentations / meetings with prospects
•     Finalize new agreements with customersCoordinate and prepare information for RFP requests
•     Cross selling other Northwest products and servicesRecommend improvements to procedures
•     Maximize technology tools availableAssure accurate information passed to Trust Operations
•     Oversee system coding on individual accountsMinimize departmental nonpayroll costs
•     Adhere to stated Trust department fee schedulesMinimize non standard fee schedulesAdditional Essential Functions
•     Ensure compliance with Northwest’s policies and procedures, and Federal/State regulationsNavigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
•     Work as part of a teamWork with on-site equipmentSafety and Health for those without supervisory duties 
•     Abide by the rules of the safety and loss prevention programPerform work tasks in a safe manner
•     Report any and all injuries to supervisorKnow what to do in case of an emergencyQUALIFICATIONSTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.EducationBachelor's Degree    business / finance / related    Work Experience8 - 12 years    investment experience within a trust department, RIA         General Employee Knowledge, Skills, and Abilities
•     Ability to establish effective working relationships among team members and participate in solving problems and making decisions    
•     Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written  
•     Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information    
•     Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and informationAbility to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas    Additional Knowledge, Skills and AbilitiesAbility to analyze financial data  Knowledge of economics and markets  Client relationship management skills  Licenses and CertificationsCFA, CFP, CIMA           

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.