Senior Portfolio Manager & Investment Strateg

Ledyard National Bank; Concord (NH); On-site; USD 150,000 - 210,000; Full time

Job summary

Ledyard National Bank in New Hampshire seeks a Senior Portfolio Manager & Investment Strategist to join its Wealth Management team in New London, Concord, or Hanover. You will manage sophisticated client portfolios, shape asset allocation, and influence investment decisions with a client-first approach.

With 10+ years in investment or portfolio management, a CFA or related advanced degree, and strong analytical skills, you will build trusted client relationships and contribute to market insights

Qualifications

• 10+ years of investment or portfolio management experience.
• CFA or related advanced degree.
• Strong analytical skills and client-first mindset.

Responsibilities

• Manage sophisticated client portfolios and asset allocation.
• Build trusted relationships with clients.
• Contribute to investment strategy, security and manager selection, and thought leadership.

Skills

Portfolio management

Investment strategy

Client relations

Education

CFA or advanced degree

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Wealth Management Regular Full Time Professional Concord, NH, US

Ready to make an impact for clients and help shape the future of investing at Ledyard?

Ledyard is seeking an experienced Senior Portfolio Manager & Investment Strategist to join our Wealth Management team in New London, Concord, or Hanover, NH. This is an exciting opportunity for a seasoned investment professional to manage sophisticated client portfolios, build trusted relationships, and play an influential role in our investment strategy. You’ll bring your perspective to asset allocation, portfolio construction, security and manager selection, market insights, and thought leadership, while helping clients turn their financial goals into meaningful plans for the future.

If you have 10+ years of investment or portfolio management experience, a CFA or related advanced degree, strong analytical skills, and a passion for putting clients first, we’d love to hear from you.

Bring your expertise. Shape investment strategy. Help clients live well.

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