Sr Personal Investment Portfolio Mgr
Location: New York New York
Description: Northern Trust Corp. is employing Sr Personal Investment Portfolio Mgr right now, this occupation will be placed in New York. More details about this occupation opportunity kindly read the description below. The Northern Trust Company seeks a talented individual to join the New York Wealth Advisory Services team. This individual will manage a full set of major fee revenue producing investment accounts, generally for large and sensitive personal trust relationships and individual investors. Attention to detail and deep expertise in managing personal assets across all asset classes and entity types is required, as this person will serve as a key investment professional supporting complex trust and agency accounts. This individual will be expected to develop stra! tegies designed to achieve specific investor goals in concert ! with other members of the team, as well as functioning as a senior staff member and technical expert in the peer review and/or investment management process. Assignments involve a high level of client servicing, often as the primary client contact, as well as participation in the sales process.
Knowledge/Skills
See Experience.
Major Duties
1. Manages investment activities for a full set of major fee revenue producing accounts,
representing large and sensitive high net worth personal trusts, individual investments, and court appointed accounts.
2. Manages accounts that often require complex decision making or special handling (e.g. nature of relationship, size/type of assets managed, sensitive client issues, coordinating shared authority with outside attorneys/consultants).
3. Develops, recommends, and directs the execution of programs designed to achieve investment objectives for accounts or family relationships! . Reviews and analyzes investments to select assets and manage individual portfolios.
4. Ascertains the purpose or intentions of the trust/agency agreement and the level of
investment authority granted to the trustee/agent.
5. Analyzes and plans the overall investment strategy of the trust/agency account with continuous revision of account objectives in the context of client needs.
6. Maintains extensive contact with personal trust relationship managers, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of trust/agency requirements and coordinate portfolio activity.
7. Maintains a current awareness of new investment strategies and instruments through regular contact with the investment research area and other industry professionals, as well as through personal research.
8. Functions as senior staff member and/or technical expert on a peer review team providing regular ! review of portfolio activities, and in the investment management proces! s.
9. Participates in the development of new investment business with personal financial
planning staff by discussing personal investment services with prospects.
10. Ensures the completion of processing needs relative to the administration of assigned accounts.
11. Performs financial analysis on specific individual assets as needed.
12. Serves on standing investment services committees and on ad hoc unit committees as appropriate.
Experience
Minimum 12 to 15 years of private client investment experience, which may include research, in which consistent long term investment performance has met objectives. CFA, CIMA designation and/or MBA are strongly preferred. Additionally, prior experience working as a Personal Investment Portfolio Manager is highly preferred.
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If you were eligible to this occupation, please email us your resume, with salary requirements and a resume to Northern Trust Corp..
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This occupation starts available on: Thu, 20 Feb 2014 18:27:50 GMT
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