Portfolio Specialist

The Portfolio Manages client portfolios, and builds meaningful relationships, by providing comprehensive investment planning and managing day to day administration of client accounts. Develops investment strategies and manages client investment portfolios according to established goals and objectives with clients and in accordance with all internal and regulatory investment and fiduciary guidelines. Handles the development of investment proposals and transition analysis. Effectively manages, monitors and mitigates fiduciary and investment risk while contributing to the retention and growth of client relationships.

Principal Duties & Responsibilities:

• Analyzes clients’ complete financial picture and works with clients to develop a comprehensive understanding of their unique investment goals and objectives to construct and implement individually tailored suitable investment portfolios consistent and appropriate with client goals and objectives.
• Works with prospective clients on the development of tailored investment proposals and thoughtful transition analysis and plans when needed.
• Determines risk profile and educates the client about investment risks and the risk/reward tradeoff.
• Provides ongoing client communication, monitoring and rebalancing of portfolio to ensure goals and objectives meet potentially changing client circumstances, adjusting plans and strategies as circumstances change.
• Continuously performs investment research, stays informed of developments in security markets, stays abreast of current economic environment.
• Successfully cultivates new client relationships internally and externally.
• Works as part of a team to deliver clients a diverse set of financial solutions, growing, deepening and retaining relationships.
• Provides ongoing monitoring and rebalancing of portfolios (as well as tax-loss harvesting) to ensure client goals and objectives are met.
• Implement portfolio changes and rebalancing, leveraging existing tools and procedures
• Handles client directed one-off trades, as necessary.
• Creates relationship review materials including but not limited to portfolio reports, attribution analysis, separate account manager strategy updates, etc.
• Engages with the performance reporting platform to ensure accurate data and integrity of client performance reports
• Works directly with custodians and technology partners as part of da- to-day responsibilities
• Prepares the Agenda and supporting materials for the monthly Trust Investment Committee meeting
• Relationship Management. Manages a small group of client relationships with an emphasis on prudent fiduciary risk management, relationship growth and exceeding client expectations. Provides high value, meaningful client interactions. Identifies opportunities for business referrals and takes appropriate action. Includes appropriate team members in relationship management efforts. Participates in relationship reviews and investment reviews. Documents client communications and interactions in Salesforce.
• Business Development. Actively participates and engages in business development activities. Prospects new clients, secures additional assets from existing clients and uncovers other opportunities to maximize relationships. Actively work in identifying new product opportunities and help the design of new wealth management solutions, considering client’s risks and preferences aligned with CNB’s risk and compliance policies and procedures.
  

• 7-10 years of managing investment portfolios for a wealth management company.
• Experience with the asset allocation process, proposal development, trading and rebalancing.
• Working knowledge of portfolio theory with some understanding of fiduciary law.
• Detail and analytically oriented with the ability to organize data and think critically “on-the-spot”
• Advanced Microsoft Office skills including Excel and PowerPoint.
• Strong project management, problem-solving, and time management skills. Ability to perform well in a deadline-driven, fast-paced environment and prioritize competing timelines.
  • Exceptional communication & interpersonal skills - ability to cultivate and build strong relationships with colleagues at all levels.
• Ability to actively work within a team environment while driving accountability for personal goals.
• Independent, personable, proactive learner, and listener.

Licenses & Certifications:

• FINRA License(s) preferred: Willing to obtain S7 and S66 licenses within 180 days

• Bachelor's Degree in Business administration or finance.

• Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
• Please view Equal Employment Opportunity Posters provided by OFCCPhere.
• 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)
• Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at 305-577-7680 or by e-mail at employment@citynational.com.