Client PM Portfolio Mgr III
$77,900–$153,000 year
On-siteEvansville, Indiana, United States
Job Summary
Develop and recommend client-centric investment portfolios leveraging Wealth Management solutions to achieve client objectives. Provide ongoing oversight by analyzing holdings, rebalancing assets, and implementing changes to maintain compliance with strategies and policies. Manage account liquidity for cash demands and distributions while performing annual Reg 9 reviews. Partner with the client team to present detailed investment information, forecast market changes, and engage in business development efforts. Collaborate with internal partners and outside attorneys to deliver a cohesive client experience and ensure proper communication of requirements. Maintain current industry knowledge through thought leadership publications, educational opportunities, and practice symposiums.
Required Qualifications
- Bachelor's degree – Business, finance, economics or relevant degree
- Minimum 5 years of investment experience, which may include research, in which consistent long term investment performance has met objectives
- May lead functional teams or projects with moderate resource requirements, risk, and/or complexity
- Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces
- Decision making, sales, and negotiating skills
- Requires specialized depth and/or breadth of expertise in own job discipline or field
- Interprets internal/external business challenges and recommends best practices to improve products, processes, or services
- Communicates difficult concepts and negotiates with others to adopt a different point of view
- CFA or other advanced designation such as CPA or CFP
- 5+ years of investment decision making and financial consulting experience working with high-net-worth clients
- Technical experience in investment software (IE: FIS, Charles River, Morningstar, Factset, First Rate, Salesforce and Microsoft Office.)
Desired Qualifications
- Graduate degree such as MBA or JD preferred
Additional Requirements
- We do not accept resumes from external staffing agencies or independent recruiters unless we have an agreement signed by the Director of Talent Acquisition.
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