Senior Investment Manager, Trust & Portfolio Strategy

Mutual Bancorp and its Subsidiaries; Hyannis (MA); On-site; USD 123,000 - 178,000; Full time

Job summary

Mutual Bancorp and its Subsidiaries seeks an experienced investment professional to oversee fee-revenue producing accounts with fiduciary duties and high net worth holdings. You will supervise portfolios, monitor performance, and coordinate with clients and co-trustees.

The role emphasizes fiduciary accountability, equity and fixed income strategy, and collaboration with the Chief Investment Officer to refine focus lists. Strong client service and regulatory knowledge are essential.

Qualifications

• Appropriate professional certifications, e.g. CFA.
• Bachelor’s degree required; preferably in business, finance or accounting. Advanced degree a plus.

Responsibilities

• Analyze investment portfolios to ensure asset allocation aligns with clients' long-term objectives.
• Communicate with clients and with the organization; respond to inquiries promptly.
• Diversify equity and fixed income segments according to our strategy and sector discipline.
• Manage investment activities for assigned accounts including high net worth trusts and fiduciary accounts.
• Serve as primary backup to Investment Securities Trader.
• Develop and direct programs to achieve investment objectives for account relationships.

Skills

Investment Management

Communication skills

Client service

Portfolio management

Financial analysis

Regulatory compliance

Education

Bachelor's degree

Advanced degree

Job description

Mutual Bancorp and its Subsidiaries seeks an experienced investment professional to oversee fee-revenue producing accounts with fiduciary duties and high net worth holdings. You will supervise portfolios, monitor performance, and coordinate with clients and co-trustees.

The role emphasizes fiduciary accountability, equity and fixed income strategy, and collaboration with the Chief Investment Officer to refine focus lists. Strong client service and regulatory knowledge are essential.