Senior Trust Portfolio Manager

Kestra Financial, Inc.; Atlanta, Northern (GA, KY); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k)

Health insurance

Professional development

Job summary

Kestra Financial, Inc. seeks an experienced Portfolio Manager to oversee fiduciary and investment management accounts, aligning strategies with client objectives and trust policies.

You will work with Trust Officers, advisors, and clients to craft high-quality investment solutions and ensure prudent execution across portfolios. You will perform research, stay current on markets, and collaborate with tax, compliance, and legal teams to resolve complex issues.

Qualifications

• Bachelor's degree in Business Administration, Finance, or Economics or related discipline.
• 8+ years portfolio manager experience.
• Ability to form opinions on markets, securities and investment strategies.
• Excellent problem solving, independent decision making & time management.

Responsibilities

• Participates with Trust Officers, Financial Advisors, Investment Committee members and clients to develop investment strategies based on objectives.
• Works independently with minimal supervision and escalates issues as needed.
• Provides guidance and cross-training to others.
• Delivers high quality service to Trust Officers, Advisors and clients.
• Ensures execution of strategies to maximize returns with acceptable risk.
• Performs investment research and stays informed on markets; consults with tax/legal teams as needed.
• Oversees day-to-day management of portfolios for a dedicated group of accounts.
• Discusses portfolio positioning and market conditions with officers and clients.
• Identifies issues and problems and proposes solutions; contributes to best practices.

Skills

Portfolio management

Market analysis

Communication

Problem solving

Time management

Independent work

Education

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

Tools

Microsoft Office

Job description

Kestra Financial, Inc. seeks an experienced Portfolio Manager to oversee fiduciary and investment management accounts, aligning strategies with client objectives and trust policies.

You will work with Trust Officers, advisors, and clients to craft high-quality investment solutions and ensure prudent execution across portfolios. You will perform research, stay current on markets, and collaborate with tax, compliance, and legal teams to resolve complex issues.