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Umpqua BankPosted 1 month ago

Sr Trust Portfolio Manager

$120,000–$215,000 year

On-sitePortland, Oregon, United States

Full TimeSenior LevelLarge

Job Summary

Lead client acquisition and portfolio management for ultra-high-net-worth individuals and family offices by developing strategic initiatives to grow the firm's franchise. Design and manage highly customized portfolios integrating traditional and alternative investments to optimize risk-adjusted returns, while conducting rigorous due diligence on opportunities such as private equity and real assets. Serve as the lead advisor for complex client needs, including multi-generational wealth planning and fiduciary trust structures, by coordinating with legal and tax professionals. Mentor junior advisors and foster a culture of excellence while maintaining strict compliance with all bank regulations and policies.

Required Qualifications

  • Bachelor's degree in Finance, Economics, or related field
  • 7+ years of industry work experience
  • Thorough understanding and ability to interpret moderately complex accounting literature and accounting pronouncements, regulations, practice, and theory, as well as the ability to apply this knowledge to day-to-day activities
  • Intermediate computer skills with an emphasis on Microsoft Office products, including Excel and Word
  • Organizational and project management skills
  • Effective team player
  • Effective verbal and written communication skills
  • Ability to meet bonding requirements for employment purpose
  • Skills and knowledge to manage individual equity or fixed income strategies

Desired Qualifications

  • MBA, CFA, CFP, or CTFA
  • High level of understanding of asset allocation strategies
  • Ability to source, evaluate, and incorporate alternative investments such as private equity, venture capital, hedge funds, and real assets
  • Ability to conduct rigorous due diligence and risk analysis on non-traditional investment opportunities
  • Ability to educate clients on the role of alternatives in portfolio diversification and long-term wealth preservation
  • Ability to contribute to the firm's UHNW strategy, investment platform development, and thought leadership
  • Ability to mentor junior advisors and portfolio managers, fostering a culture of excellence and innovation
  • Ability to stay current on market trends, regulatory developments, and family office best practices
  • Ability to demonstrate compliance with all bank regulations for assigned job function
  • Ability to apply knowledge of bank regulations through coursework and on-the-job training
  • Ability to keep up to date on regulation changes
  • Ability to follow all Bank policies and procedures, compliance regulations, and complete all required annual or job-specific training
  • Ability to maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description
  • Ability to coach, mentor, or train others and teach coursework as subject matter expert
  • Ability to actively learn, demonstrate, and foster the Columbia corporate culture in all actions and words
  • Ability to take personal initiative and be a positive example for others to emulate
  • Ability to embrace the vision to become Business Bank of Choice

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