Sorry, this listing is no longer accepting applications. Don’t worry, we have more awesome opportunities and internships for you.

Bank Portfolio Manager

Quantum Strategies

Bank Portfolio Manager

Reading, PA
Full Time
Paid
  • Responsibilities

    Job Description

    We are seeking a Portfolio Manager II on behalf of our client, to oversee and manage investment portfolios to meet client investment objectives within prescribed guidelines. This may include investment of funds for individuals, charities and endowments, estates, corporations, partnerships and non-profit entities. Candidate will build strong client loyalty and retention through relationship efforts in a collaborative team environment. Performs required compliance functions consistent with applicable regulations and company policy. Performs support for business development efforts.

    CLIENT EXPERIENCE

    · Contribute to the delivery of a consistent and integrated client experience through superior execution.

    · Manages the investment of funds in a variety of accounts by:

    · Analyzing customer account objectives by meeting with clients, Relationship Managers and Business Development officers.

    · Planning the overall investment strategy of the client’s investment portfolio, providing individual tailored solutions and employing technical advice as may be required.

    · Maintaining compliance with industry regulations, Investment Strategy (ISS) guidelines, account agreements and other documentation essential to the management of the account.

    · Incorporating technical advice where required or necessary from outside advisors, tax accountants, legal counsel, economic and market analysts.

    · Coordinating and executing necessary security purchases or sales utilizing portfolio Investment Strategy Selection guidelines and other investment restrictions as directed by client.

     

    · Providing to the client an understanding of investment risk and expected returns of customer’s chosen investment objectives.

    · Managing accounts in accordance with FFA’s investment process and using investment products/securities on the FFA approved security lists and manager platform options.

     

    · Implement all appropriate asset allocation changes and investment changes in a timely manner for client portfolios.

     

    · Meeting with client and account administrators as required reviewing clients’ investment strategy, needs and objectives and investment performance.

     

    · Keeps informed of trends and developments in the securities markets. Analyzes financial markets and economy to make recommendations impacting investment strategy and processes.

    · Coordinate client activities/issues with relationship team members.

    · Providing superior customer service as part of relationship team. Seeks additional assets from existing clients.

    · Assists Senior Officers in the management of very large or complex portfolios.

     

    BUSINESS DEVELOPMENT

    · Retain, expand and broaden existing client relationships by identifying cross sell opportunities for bank services and collaborating across Financial team to achieve results.

    · May assist in business development efforts by meeting with prospective clients and/or creating portfolio proposals as required.

    · Assists in, and/or manages, special projects on investment techniques and strategies.

     

    ACCOUNT ADMINISTRATION

    · Develop proficiency in utilizing workstation tools and product/solution platforms.

    · Responsible for completion of annual Reg. 9 review process for all assigned client portfolios and for the execution documentation as it relates to compliance issues. Successful execution of 60-day new account review process.

    ·

    QUALIFICATIONS:

    • Bachelor’s degree in a financial field
    • Several years of investment experience
    • Strong communication and sales skills
    • Excellent analytical and research abilities

    Company Description

    Quantum Strategies is a growing HR outsourcing firm Located in Chester County, PA which provides services related to Recruiting, Payroll Processing, HR Consulting, and Retirement Planning. We partner with our clients to meet their HR and financial needs. We are seeking candidates to fill this position on behalf of our client.