Sr. Client Portfolio Manager

Job description

Senior Client Portfolio Manager - Investments (Boston - Hybrid) Summary: Manages and advises individual client portfolios across global equities and bonds based on recommendations of team of securities analysts. Commodities and liquid alternatives also used as appropriate. Contributes to research process with regard to asset allocation, portfolio construction, risk management, identifying relative value across sectors/regions and macro research. Responsibilities: Qualifications: - Communicates with an assigned set of clients to ascertain investment objectives and constraints, establish appropriate asset allocation, recommend and implement strategy, and review performance. Manages full client load with high client satisfaction and retention over multiple years. - In accordance with the CT Asset Allocation Committee guidance, helps set customized asset allocation across equities, fixed income, and other asset classes according to policy targets and risk/return objectives for an assigned set of client portfolios. - Develops and executes long-term strategic and tactical plans to meet client objectives. - Works with Relationship Managers on trust, estate, and financial planning issues f...