Senior Vice President, IWM Portfolio Manager

Job description

In this role, you’ll make an impact in the following ways: - Independently manage a significant amount of assets within investment policy guidelines, including medium to large and complex accounts/funds. - Implement investment strategies aligned with client financial goals and risk tolerance, adhering to investment policies, philosophies, procedures, and applicable regulations. - Collaborate with research, strategy, and portfolio team members to optimize investment decisions. - Meet with clients and new business prospects to communicate investment strategies, discuss market performance, and review current market conditions. - Serve on the investment committee, contributing to the development and refinement of policies and strategies to enhance business performance. - Evaluate investment performance regularly and make timely portfolio adjustments to meet investment objectives and allocation guidelines. - Gather stakeholder input and leverage data to support business tracking of key performance indicators and informed decision-making. - Build and maintain processes that enable executive leadership to make informed decisions impacting the portfolio. - Provide guidance to less experien...