Sr Trust Portfolio Manager
$120,000–$215,000 year
On-sitePortland, Oregon, United States
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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