Vice President of Portfolio Management

Enterprise Bank & Trust prides itself on fostering entrepreneurship and strengthening communities. We strive to support businesses of all sizes, from local coffee shops to large construction firms. Our mission is to help our clients succeed and our communities flourish.

With a presence in multiple states including Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada, and Texas, we are a growing organization dedicated to community support. We extend this commitment to our associates through annual volunteer time off and charitable matching opportunities. Recognized as a Best Bank to Work For by American Banker for several years, we offer our associates a range of benefits and the chance to carve out their own professional paths. Join us as we guide people toward a lifetime of financial success, and enjoy a career filled with professional growth, engaging colleagues, and the rewarding experience of supporting our communities.

We invite you to be part of our dynamic team!

Position Overview :

Key Responsibilities :

Dedicate 80% of your time to research and manage portfolios for significant client relationships, particularly high-fee revenue clients, referral partners, and institutional clients requiring detailed analysis.

Act as the primary investment contact, coordinating investment planning and advisory services with the client's Wealth Advisor, Private Banker, Trust Officer, and Administrator. This will involve analyzing investment risk tolerance, asset allocation, comprehensive investment reviews, and effective asset protection strategies.

Deliver exceptional client service and responsiveness based on individual client needs through regular meetings and communication. Provide expert investment management advice in collaboration with the respective advisory team.

Assist Wealth Advisors and Private Bankers in acquiring new clients for investment management and wealth planning services.

Advise clients on current market conditions, investment trends, and various investment alternatives, explaining a broad range of investment vehicles with clarity.

Ensure compliance with all regulatory standards in the team's processes and procedures.

Maintain a high level of ethics and professionalism in all interactions to enhance the Bank's reputation and adhere to applicable policies and laws.

Collaborate with Investment Team members to develop analytical tools and enhance operational efficiency regarding research and performance reporting.

Support annual regulatory exams and audits.

Stay informed on trust policies and perform additional duties as required.

Qualifications :

A minimum of 5-7 years of experience as a Portfolio Manager for individual or institutional investors is required.

Strong understanding of asset allocation, investment trading, security research, investment selection, risk management, and economic analysis.

Proven ability to independently analyze and calculate key investment metrics.

Demonstrated experience in creating investment illustrations and delivering analytical insights to clients and peers.

Expertise in investment management practices, including designing personalized investment policy statements and effective investment tax strategies.

Proficiency in financial planning and portfolio management software, with a willingness to learn specialized applications.

Must demonstrate self-motivation and the capacity to manage multiple clients and business partnerships simultaneously, requiring robust organizational and time management skills.

Sound business judgment, good discretion, and adept problem-solving abilities are essential.

Knowledge of regulatory frameworks, compliance standards, and current market trends is crucial.

Education and Experience :

7-10 years in the investment field, emphasizing investment research and economic principles.

Bachelor's degree in Finance, Economics, Business, or a related discipline.

Technical Skills :

Intermediate to advanced proficiency in Microsoft Word, Excel, Access, and PowerPoint.

Experience with research tools such as FactSet and Morningstar.

Familiarity with Fidelity Wealthscape and eMoney platforms.

Experience with trade order management systems, like Tamarac.

Knowledge of VBA or Python is an asset.

Certifications :

Progress towards the CFA designation is preferred.

Enterprise Bank & Trust is committed to fostering an inclusive workplace and provides equal opportunity to all candidates to apply and compete for jobs. We ensure that individuals with disabilities can participate fully in the hiring process. Accommodation requests can be discussed with our Human Resources department. We do not discriminate against any applicant based on age, race, color, religion, sex, national origin, sexual orientation, gender identity, or veteran status. All hires are subject to successful completion of drug and background checks.