Manages and advises individual client portfolios across global equities and bonds based on recommendations of team of securities analysts
Communicates with an assigned set of clients to ascertain investment objectives and constraints, establish appropriate asset allocation, recommend and implement strategy, and review performance
Develops and executes long-term strategic and tactical plans to meet client objectives
Works with Relationship Managers on trust, estate, and financial planning issues for assigned clients
Assists in new business development process by giving investment presentations to individuals and institutional prospects
Contributes to research process and debate with regard to asset allocation, portfolio construction, risk management, identifying relative value across sectors/regions and macro research
Oversees technology and communication processes related to investment portion of client experience

Bachelor’s degree in business, finance or related field
Master’s degree preferred
CFA/CFP designation or other advanced certification preferred
Minimum 12 years of experience in investments in research or client portfolio management position including minimum of 8 years of client facing experience
Strong knowledge of global markets, economics, and portfolio construction
Excellent written and verbal communication skills
Experience with SEI portfolio management software and Salesforce are both strong plusses
Analytical and technical skills with additional programming and data analysis skills being a plus
Ability to collaborate, debate, and work in a team environment
Ability and willingness to participate on investment, managerial, technology or administrative committees and projects, as appropriate
Ability to work autonomously and proactively on assigned set of clients
Thoughtful fiduciary and risk management perspectives.

Senior Client Portfolio Manager

Key skills