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Senior Portfolio Manager

Location: Sarasota
Posted on: May 11, 2024

Job Description:

GENERAL FUNCTION: Acts independently within established investment policy guidelines to develop, recommend, and execute investment programs designed to achieve the objectives of large and complex client accounts. Primary functions includeinvestmentmanagement, client service and support of new business efforts.


* Develop satisfied clients and new sources of asset management revenue through frequent contact, usually for portfolios/relationships of a substantial size and complexity.

* Consult with major client relationships to develop investment objectives and implement a suitable investment plan and maintain an Investment Policy Statement for each relationship.

* Working with client advisors, participate in the development of new business opportunities by meeting with prospects, preparing and presenting proposals for investment management.

* Interpret the intentions of the trust or agency agreement and build an investment policy to accomplish those objectives.

* Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk.

* Regularly engage with other members of the Wealth Management Team and external advisors to ensure effective communication regarding client objectives and coordinate portfolio changes.

* Mentor more junior Portfolio Managers.

* Maintain awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research.

* Keep informed of market trends and analyze the effect of these trends on client#s investment portfolios.

* Keep current on the legal and tax issues with respect to investment decisions by consulting attorneys, accountants and other resources as needed.

* Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions.


Keywords: , Sarasota , Senior Portfolio Manager, PR / Public Relations , Sarasota, Florida

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