Senior Portfolio Manager - Client-Focused Growth Leader

Whittier Trust Company; Seattle (WA); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Performance bonus

Equity consideration

Excellent medical plans

Retirement plans

401(k) with company match

Job summary

Whittier Trust Company seeks a Vice President, Portfolio Manager to oversee client portfolios across equities, fixed income, cash and alternatives. You will participate in research, communicate with clients and contribute to growth through business development initiatives.

Responsibilities include managing asset allocations, making investment decisions, and presenting analyses to clients and referral sources. Requires 10+ years in portfolio management and strong client-relations skills.

Qualifications

• Bachelor’s degree from an accredited 4-year university.
• MBA from top-tier business school (preferred not essential).
• CFA designation preferred not essential.
• 10+ years of Portfolio Management and staff experience overseeing diversified global portfolios of equities, bonds and cash.
• Strong investment research experience.
• Investment experience with alternative assets a plus.
• Strong communication, client relationship and business development skills as well as an entrepreneurial spirit.
• Superior ability to identify and build relationships with qualified prospects.

Responsibilities

• Manage portfolios to achieve client objectives.
• Make and implement investment decisions.
• Maintain asset allocations within client guidelines and department policies.
• Analyze economic, asset class, sector or company fundamentals as a member of smaller working teams or Satellites.
• Lead or assist in internally managed strategies and asset allocation.
• Participate in weekly and monthly investment meetings and communicate regularly with others in the Investment Department.
• Meet with clients on a regular basis.
• Communicate with and make presentations to clients, prospects and referral sources.
• Participate in Business Development initiatives to achieve established goals for new revenues.
• Work with Client Administrators on shared accounts.

Skills

Portfolio management

Staff management

Investment research

Alternative assets

Client relationship

Business development

Communication

Education

Bachelor’s degree (4-year university)

MBA (preferred)

CFA designation (preferred)

Job description

Whittier Trust Company seeks a Vice President, Portfolio Manager to oversee client portfolios across equities, fixed income, cash and alternatives. You will participate in research, communicate with clients and contribute to growth through business development initiatives.

Responsibilities include managing asset allocations, making investment decisions, and presenting analyses to clients and referral sources. Requires 10+ years in portfolio management and strong client-relations skills.