Senior Trust Portfolio Manager

Arden Trust Company; Atlanta (GA); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

401(k)

Health insurance

Growth opportunities

Tuition reimbursement

Collaborative environment

Job summary

Kestra Financial is seeking a senior investment professional to oversee fiduciary and investment management accounts in support of Trust business objectives. You will work with Trust Officers, advisors, and clients to develop high-quality strategies and ensure execution aligns with policy and risk parameters.

You will analyze markets, perform due diligence, and provide guidance to clients and internal teams while maintaining exceptional service levels and compliance with firm policies.

Qualifications

• 8+ years Portfolio Manager experience.
• Ability to form opinions on markets, individual securities and quality of investment strategies and managers.
• Excellent problem-solving, independent decision making, analytical and time management skills.

Responsibilities

• Participates with Trust Officers, Financial Advisors, Investment Committee members and clients to develop high quality investment strategies/solutions.
• Works independently with only administrative supervision and the ability to overcome major obstacles and escalate when needed.
• Delivers high quality service to Trust Officers, Financial Advisors, other internal partners and clients.
• Ensures execution of investment strategies to maximize returns commensurate with risk.

Skills

Portfolio management

Investment strategy

Analytical thinking

Communication skills

Time management

Education

Bachelor’s degree in Business Administration, Finance, or Economics

Tools

Microsoft Office

Trust accounting systems

Compliance systems

Job description

Kestra Financial is seeking a senior investment professional to oversee fiduciary and investment management accounts in support of Trust business objectives. You will work with Trust Officers, advisors, and clients to develop high-quality strategies and ensure execution aligns with policy and risk parameters.

You will analyze markets, perform due diligence, and provide guidance to clients and internal teams while maintaining exceptional service levels and compliance with firm policies.