Trust Portfolio Manager I

Job description

Primary Purpose: The Portfolio Manager actively supports the member relationship team by managing member investment accounts and coordinating delivery of solutions to the individuals, families, trusts, and foundations they serve. This role is responsible for analyzing, structuring, implementing and monitoring investment strategies for members based on their values, goals, and risk parameters. The Portfolio Manager will construct portfolios consisting of equities, fixed income, cash and alternative assets within investment guidelines. The PM will participate in and contribute to the investment team through macroeconomic, industry, and company research. The PM is also expected to participate in and contribute to the firm’s growth through business development efforts. Essential Responsibilities: - Gather, analyze, and document the member’s and prospective member’s financial plans and information. - Prepare investment guidelines, investment policy statements, and strategies in line with the member’s values, goals, and risk parameters. - Prepare and produce financial reporting, charts, and other materials for member meetings and presentations. - Assist in drafting proposals, presentatio...