Senior Portfolio Manager

Northwest Bank•Fishers, IN

About The Position

The Senior Portfolio Manager (Trust) is responsible for managing client investment portfolios, making daily investment decisions concerning investment portfolios, implementing stated strategies from the Chief Investment Officer, and executing investment decisions for the assigned investment portfolios. Essential Functions Meet with clients to discuss investment strategy Recommend portfolio changes and review investment performance Identify and analyze rates of return and risks associated with the various components of the investments and other potential investments Monitor the financial condition of the securities which are held in investment portfolios Keep informed of market trends and analyzing the effect of these trends on the investment portfolios Maintain relationships with traders as well as with other members of the investment community to execute investment decisions in a timely manner Serve as a member on Trust Investment Committee Manage bond and equity investments for individual trust and advisory clients Maximize investment returns commensurate with acceptable level of risk Keep informed on security markets Research to arrive at prudent / timely investment decisions Initiate action for purchase and sale of securities Develop client investment objectives with input from administrators and clients Provide investment advice and guidance Keep informed of legal and tax consequences of decisions / strategies Develop investment strategy communication for clients and prospects Initiate and author client correspondence Communicate investment related information as appropriate Ensure compliance with Trust policies and procedures Schedule and conduct client meetings on periodic basis Conduct regular investment reviews as required Review financial/investment markets daily Coordinate customer documentation and agreements Ensure total document and data integrity Manage personal workload/work flow Assist with setting personal goals and targets Cultivate potential referrals from existing accounts Analyze accurate customer needs Recommend investment / trust alternatives Perform presentations / meetings with prospects Finalize new agreements with customers Coordinate and prepare information for RFP requests Cross selling other Northwest products and services Recommend improvements to procedures Maximize technology tools available Assure accurate information passed to Trust Operations Oversee system coding on individual accounts Minimize departmental nonpayroll costs Adhere to stated Trust department fee schedules Minimize non standard fee schedules Additional Essential Functions Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment Safety and Health for those without supervisory duties Abide by the rules of the safety and loss prevention program Perform work tasks in a safe manner Report any and all injuries to supervisor Know what to do in case of an emergency

Requirements

Bachelor's Degree business / finance / related
8 - 12 years investment experience within a trust department, RIA
Ability to establish effective working relationships among team members and participate in solving problems and making decisions
Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Ability to analyze financial data
Knowledge of economics and markets
Client relationship management skills

Nice To Haves

CFA
CFP
CIMA

Responsibilities

Meet with clients to discuss investment strategy
Recommend portfolio changes and review investment performance
Identify and analyze rates of return and risks associated with the various components of the investments and other potential investments
Monitor the financial condition of the securities which are held in investment portfolios
Keep informed of market trends and analyzing the effect of these trends on the investment portfolios
Maintain relationships with traders as well as with other members of the investment community to execute investment decisions in a timely manner
Serve as a member on Trust Investment Committee
Manage bond and equity investments for individual trust and advisory clients
Maximize investment returns commensurate with acceptable level of risk
Keep informed on security markets
Research to arrive at prudent / timely investment decisions
Initiate action for purchase and sale of securities
Develop client investment objectives with input from administrators and clients
Provide investment advice and guidance
Keep informed of legal and tax consequences of decisions / strategies
Develop investment strategy communication for clients and prospects
Initiate and author client correspondence
Communicate investment related information as appropriate
Ensure compliance with Trust policies and procedures
Schedule and conduct client meetings on periodic basis
Conduct regular investment reviews as required
Review financial/investment markets daily
Coordinate customer documentation and agreements
Ensure total document and data integrity
Manage personal workload/work flow
Assist with setting personal goals and targets
Cultivate potential referrals from existing accounts
Analyze accurate customer needs
Recommend investment / trust alternatives
Perform presentations / meetings with prospects
Finalize new agreements with customers
Coordinate and prepare information for RFP requests
Cross selling other Northwest products and services
Recommend improvements to procedures
Maximize technology tools available
Assure accurate information passed to Trust Operations
Oversee system coding on individual accounts
Minimize departmental nonpayroll costs
Adhere to stated Trust department fee schedules
Minimize non standard fee schedules
Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment
Abide by the rules of the safety and loss prevention program
Perform work tasks in a safe manner
Report any and all injuries to supervisor
Know what to do in case of an emergency