SUMMARY:
The incumbent will possess the knowledge, experience and capability to analyze and manage complex investment portfolios with a focus on equity securities and experience with liquid alternative investments. They will be knowledgeable in risk models and quantitative strategies. They will have a strong foundation in asset allocation across global capital markets. The incumbent will lead equity portfolio management activities setting policy and strategy. In addition to quantitative skills, they will have strong interpersonal skills and the ability to present investments and service relationships. They will possess the skills and desire to effectively present to boards, foundations, high net worth families, and employees within the organization while building strong working relationships with their fellow bankers and bank management and centers of influence to build and grow the overall business.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Quantitative orientation to portfolio construction and selection including experience with risk models and optimization.
Asset allocation skills across a broad range of investable assets, including equities, alternative assets, etc.
Clearly articulate the purpose and benefit of investment decisions, asset allocation, and asset selection
Actively participate in establishing the criteria, weightings and rebalancing the global multi-asset class allocation models
Analyze prospect or client’s portfolios and recommend the most appropriate asset allocation or equity strategies to achieve their goals
Assist in market write-ups, quarterly commentary, and product reviews
Communicate with relationship managers, outside product and service providers, service partners – CPAs, attorneys, other professionals as necessary to formulate solutions to specific client needs
Conducts formal regulatory investment reviews
Effectively implement investment decisions in line with IPS
Provide guidance to equity portfolio management staff
Works in concert with the bank’s officers, lenders and trust relationship management staff
Engages in presentations to further the awareness of our fiduciary and asset management services
Performs all other duties as assigned
SUPERVISORY RESPONSIBILITIES
1. Directly responsible for directing, coordinating, and evaluating designated units or certain personnel in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; providing pay change recommendations; disciplining employees; addressing complaints and resolving problems.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
1. Bachelor (4-year college) degree and 15-20 years of experience or equivalent combination of education and experience
COMPUTER AND OFFICE EQUIPMENT SKILLS
Microsoft Office suite
