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Portfolio Manager

The Washington Trust Company
Providence, RI Full Time
POSTED ON 2/6/2025
AVAILABLE BEFORE 5/4/2025

Portfolio Manager

Providence, RI, USA

  • Westerly, RI, USA

Req #1255

Friday, January 3, 2025

About Us : Washington Trust is the oldest community bank with a leading investment management firm dedicated to providing innovative financial solutions and exceptional client service to our clients. We are committed to fostering a collaborative and inclusive work environment where our employees have cultivated a truly unique culture. We seek to hire a Portfolio Manager with 20 years of experience that holds a CFA designation.

Job Summary : The Portfolio Manager will be responsible for managing investment portfolios to achieve clients' financial goals. This role involves developing and implementing investment strategies for client portfolios, maintaining / growing client relationships, and participating on and contributing to our internal investment committees.

Location : This position is located in Providence or Westerly, and may be remote or hybrid within MA, RI and CT.

Key Responsibilities :

  • Develop and implement investment strategies tailored to clients' objectives.
  • Demonstrates ability to manage large and complex financial relationships and maintain effective management of relationships and assets.
  • Conducts periodic account reviews of investments, client goals and objectives.
  • Coordinates all client communications involving investment strategy, portfolio decisions and investment performance.
  • Understands and can effectively utilize financial planning software to enhance the overall client experience.
  • Actively participates on and is a valuable contributor to one or more investment committees.
  • Manages people and resources to promote efficiency and drive profitable growth.
  • Supports new business development and client retention efforts.
  • Demonstrates a consistently positive attitude and prioritizes excellent client service.
  • Monitor and evaluate portfolio performance, making adjustments as necessary.
  • Stay informed about market trends, economic conditions, and regulatory changes.
  • Prepare detailed reports and presentations for clients and stakeholders.
  • Delivery of exceptional client service.

    • Qualifications :

  • Bachelor's degree in Finance, Economics, or a related field (Master's degree preferred).
  • CFA designation or comparable industry designation
  • Minimum of 20 years of experience in portfolio management or a related field.
  • Strong analytical and quantitative skills.
  • Excellent communication and interpersonal skills.
  • Proficiency in financial modeling and investment analysis tools.
  • Ability to work independently and as part of a team.

    • Benefits :

  • Competitive salary and performance-based bonuses.
  • Comprehensive health, dental, and vision insurance.
  • Retirement savings plan with company match.
  • Professional development opportunities.
  • Flexible work arrangements.

    • Our employees enjoy a comprehensive benefits package, which includes health and welfare benefits, paid time-off, work-life program, and a 401(k) plan. We believe employees who are valued, recognized, rewarded and empowered, will achieve personal and professional growth. Apply today and find out why we have been voted one of the Best Places to Work in Rhode Island since 2011!

    The Washington Trust Company, and each of its subsidiaries and affiliates are committed to cultivating and promoting a diverse and inclusive workforce. We seek to provide an environment of equal employment opportunity and advancement to all employees and applicants. It is our policy to provide equal employment and advancement opportunities without regard to race, color, ethnicity, age, religion, gender, pregnancy / childbirth, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, or any other category protected by federal, state and / or local laws. Click Here to view the EEOC "Know Your Rights" notice and Click Here to view the "Pay Transparency Nondiscrimination Provision".

    Other details

  • Job Family

    • Professionals

  • Job Function

    • Professionals

    Apply Now

  • Providence, RI, USA
  • Westerly, RI, USA

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