Sr Portfolio Manager- Trust

CFA Institute; Milwaukee (WI); Hybrid; USD 90,000 - 120,000; Full time

Job summary

CFA Institute is seeking a Portfolio Manager to serve high net worth and institutional clients in Milwaukee, WI. The role involves portfolio management, client service, and business development tasks. Ideal candidates should have 10+ years experience, a degree in Finance or a related field, and strong knowledge of market trends.

This position offers 4 days in-office and 1 remote workday, fostering a collaborative environment while maintaining high ethical standards.

Qualifications

• 10+ years of experience as a portfolio manager in banking or securities.
• Knowledge of global equity and fixed income markets.
• Familiarity with fiduciary principles and prudent investment concepts.

Responsibilities

• Manage portfolio for high net worth and institutional clients.
• Consult with clients to develop investment objectives.
• Follow established investment policies and procedures.

Skills

Portfolio management

Client service

Investment strategy

Market analysis

Education

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

MBA (preferred)

Job description

About the Role:

Serves high net worth and institutional clients as Portfolio Manager within Baird Trust Company. Ongoing tasks include portfolio management, client service, and investment review meetings, business development calls and serving on the Investment Committee. This position offers flexibility with 4 days/week in our Milwaukee, WI office and 1 day remote.

The Impact You'll Make:

• Serves high net worth and institutional clients within Baird Trust Company
• Ongoing tasks include portfolio management, client service and investment review meetings, business development calls and serving on the Investment Committee
• Develop satisfied clients through frequent contact for portfolios/relationships of a substantial size and complexity
• Consult with major client relationships to develop investment objectives and implement a suitable investment plan and maintain an Investment Policy Statement for each relationship
• Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk
• Working with Trust Administration interpret the intentions of the trust or agency agreement and build an investment policy to accomplish those objectives
• Working with Financial Consultants/Relationship Managers, participate in the development of new business opportunities by meeting with prospects, preparing and presenting proposals for investment management
• Keep informed of market trends and analyze the effect of these trends on client investment portfolios
• Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions
• Maintain awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research
• Preparing and delivering clear, effective, and professional presentations. Communication skills and professional demeanor to interact with clients, prospects and all levels of management and colleagues within the firm. Providing appropriate recommendations for resolution of complex financial issues
• Collaborate with Trust Administrators, Estate Planners and Financial Consultants/Relationship Managers to accomplish objectives
• Work ethically and with integrity, including maintaining client and firm confidentiality
• Interpret and apply policies and identify and recommend changes as appropriate

What You'll Bring to Baird:

• Four (4) year degree in Business, Economics, Accounting, or Finance
• MBA (preferred)
• 10+ years prior experience as a portfolio manager in a banking or securities industry, or an equivalent combination of education and experience
• Knowledge of global equity and fixed income markets along with knowledge of global economic conditions
• Familiarity with fiduciary principles and prudent investment concepts
• General understanding of the tax code

Licenses/Certifications:

• CFA / CFP preferred
• SIE, Series 7 required - or ability to obtain
• Series 63, 65, or 66 required - or ability to obtain