rkl
Senior Portfolio Manager
Lancaster, PA · Senior
Sponsorship not specified$140k-$160kDetected 16 days ago
CRMAccountingExcelResearchLeadershipCommunicationProblem SolvingMicrosoft OfficeCFA
About the role
- The Senior Portfolio Manager is responsible for managing the firm's investment strategy to better service clients while ensuring alignment with internal stakeholders.
- Overseeing client portfolios and assets under management, they participate in client meetings to ensure objectives are being met and maintained.
- They have an active role in internal and external compliance with applicable policies and regulations.
Responsibilities
- Consult with individual and institutional clients to develop investment objectives and constraints, establish appropriate asset allocation, implement strategy and review performance
- Collaborate with wealth advisory team on trust, estate, and financial planning matters to maintain strong client relationships and ensure client satisfaction
- Develop target portfolios based on the client investment management agreement along with the client meeting notes, ensuring target objectives are met thanks to appropriate asset allocation
- Effectively present investment strategies to clients and maintain holistic approach to planning, providing current vs. future state of assets and investments
- Implement investment process and analytical framework that alights with the firm's investment strategy and work with Trader in executing trades
- Conduct ongoing research on global economics and financial markets to develop and/or validate potential investment theses/opportunities
- Proactively stay on top of industry trends and provide client and team members with relevant information to maintain client retention
- Maintain confidentiality with external client information as well as internal employee and firm information
- Treat everyone with respect; develop loyalty and trust with the team
- Hold self-accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions
Requirements
- ability to communicate issues and conclusions
- Ability to use sound judgement and discretion regarding confidential information
- Ability to listen to client needs and provide financial solutions, with strong networking capabilities
- Ability to shift focus and adapt to changes
- Bachelor's degree in Finance, Accounting, Economics, Business Management and/or related field
- 7+ years' experience working in the investment advisory field and in-depth knowledge of portfolio management, trading and market structure
Nice to have
- CFA, CFP, or CAIA certifications a plus
- Experience using CRM tools
- Excellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Previous experience in financial planning software preferred (e.g. Bloomberg, Charles Schwab, Tamarac etc)
- Must be able to remain in a stationary position as needed
- The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.
- Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
- Ability to communicate in a professional manner and exchange information with internal and external actors as needed
Compensation
- $140,000 - $160,000
This listing is sourced directly from rkl's careers page and normalized into a canonical job model.