VP Portfolio Manager

Description

TITLE: VP Portfolio Manager

JOB FAMILY: Wealth Management

DEPARTMENT: Wealth Management

PAY GRADE & FLSA: 10, Exempt

Job Summary

The Portfolio Manager is responsible for managing assigned client portfolios and participate as necessary throughout the investment management function; assist in the trade activity, research, and evaluation of current and prospective investment securities; and assist in the analysis and application of various presentation and reporting functions. Actively participate in client and prospect meetings and presentations.

Essential Functions

• Manage assigned client accounts in keeping with governing instrument, the needs of the clients and/or beneficiaries.
• Actively participate in client meetings and prospect presentations.
• Actively participate as a member of the Investment Group and Trust Investment Committees, including efforts in research for current and prospective investment holdings.
• Assist as necessary with trade activity for fixed income, equity, and mutual fund securities for portfolios managed by the Trust Department.
• Develop and maintain working knowledge of economies and current events affecting investment matters.
• Maintain working knowledge of the Bloomberg and/or other technological tools in use.
• Assist other officers and business development personnel in the preparation of RFP’s and presentations to clients and/or prospective clients and business development.
• Develop a presence in the community to build and leverage meaningful relationships and represent the bank in professional associations, community organizations and local business groups.
• Comply with all company or regulatory policies, procedures and requirements that are applicable to this position.
• Foster and preserve a culture of inclusion.
• Additional duties and responsibilities may be required to support the company’s mission, vision and values.
  
  

Qualifications

• Bachelor’s degree in accounting, finance, math or other related field, or equivalent working experience preferred.
• Minimum seven years' experience in security research and portfolio management
• Ability to manage a variety of tasks and work independently.
• Excellent communication skills, both oral and written.
  
  

Working Conditions

• Duties performed in a professional office environment.
• Requires travel to other bank or client locations.
• Availability to work on Saturdays.
  
  

At Guaranty Bank we are committed to fostering and preserving a culture of inclusion and strongly believe that it's our differences - of all kinds - that make our company and our communities better and stronger. Guaranty Bank. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status. It is the policy of Guaranty Bank. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment. Requirements: