What are the responsibilities and job description for the Portfolio Manager II position at Country Club Bank?
Portfolio Manager II
Job Function: Position duties involve all facets of the investment process including security selection, portfolio management, client contact, and business development. The portfolio manager may serve on an investment team or teams that make decisions regarding investment policy, proprietary equity strategies, the structure of fixed income portfolios, etc. The Portfolio Manager II is responsible for complex decision-making on an independent basis. This position may or may not have direct reports that he/she would be expected to actively and effectively manage, lead, and coach to facilitate performance, development, and retention.
Essential Duties and Responsibilities:
- Contributes to the investment selection process by:
- Serving as member of the Investment Policy Committee and contributing to weekly investment meetings
- Participating as a member of specific investment team or teams
- Researching, analyzing and forming conclusions on potential fixed income and/or equity investment opportunities
- Manages client relationships including:
- Managing portfolios for select clients with larger assets and complicated situations
- Setting asset allocation for client considering goals and objectives as well as risk tolerance
- Managing client investments using proprietary models and other approved investments
- Proactive and timely communication with clients to review investment activity, performance, general market conditions
- Reviewing objectives and asset allocation with client routinely to ensure that allocations are current and appropriate
- Complying with regulatory policies and procedures
- Develops and maintains investment communication materials including:
- Client communication materials that provide general market information as well as market updates and strategy analysis
- Supports the business development efforts by:
- Communicating investment management philosophy, vision, process and delivery to team members, clients and prospects
- Working with business development officers to promote the investment process, including to prospects
- Supporting business development efforts as required
- Other tasks as assigned from time to time by supervisor or other member of management
Job Qualifications/ Required Skills and Abilities:
- Bachelor’s degree in business, finance or related area
- 10 years of experience in the investment management or related industry
- CFA/CFP preferred
- Graduate degree preferred
- Superior communications skills, with the ability to communicate effectively and professionally at all levels of the organization
- Exhibits a high degree of professionalism
- Maintain high degree of confidentiality and integrity
- Excellent follow through and time management skills
- Strong attention to details
- Excellent organizational skills
- Must exhibit good business acumen
- Ability to multi-task and problems solve
- Proficient in Microsoft Office applications (i.e. Word, Excel, Outlook
- Must possess a can-do customer-service attitude/philosophy
Experience
Required- 10 year(s): 10 years of experience in the investment management or related industry CFA/CFP preferred
Education
Required- Bachelors or better in Finance or related field
Licenses & Certifications
Preferred- CFA
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
