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Instut & OCIO Port Mgr, Sr
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Full-time
- As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
- The Senior OCIO Portfolio Manager manages investment activities for fee revenue producing accounts including Foundations, Endowments, Businesses and Charitable Organizations.
- Develops and recommends a client centric investment portfolio leveraging all of Wealth Management's investment solutions to achieve client's investment objectives as memorialized in their IPS. Reviews and analyzes investment portfolios to develop the appropriate asset allocation and select underlying investment strategies with an understanding of the client's risk/return objectives.
- Provides guidance to Associate Portfolio Managers and Portfolio Manager through Reg 9 reviews.
- CFA or other advanced designation such as CPA or CFP
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