Senior Portfolio Manager

Senior Portfolio Manager

Reporting to the Head of Asset Management (Bermuda), this position is responsible for managing trust, corporate and High-Net worth client account assets and investment relationships consistent with the established investment objectives and strategies of the company and/or the client. This will involve a high level of client servicing, regular proactive client outreach, in some cases as primary client contact, as well as participation in the sales process.

Your responsibilities will include:

• Structuring, optimizing, and managing client portfolios designed to achieve specific investment goals by assessing risk profiles and establishing investment policies.
• Implementing asset allocation within the framework of the client investment policy and Global Investment Committee.
• Constructing portfolios by selecting the appropriate financial instruments based on the Group’s approved security list and financial models in conjunction with client risk profiles.
• Ensuring the completion of processing needs relative to the administration of assigned accounts.
• Maintaining deep expertise in financial markets and other related areas while also participating in or contributing to various investment committees.
• Overseeing and managing the Private Equity offering as well as working with team members on other alternative investment products.
• Participating in the development of new investment business with Private and Corporate banking professionals by discussing and presenting investment services capabilities for private as well as institutional prospects.
• Assisting in the Group’s strategy planning and development of the local investment offering.
• Oversee ARC relationship and quarterly reporting of performance data

Your qualifications and skills include:

• A minimum of 5 years’ investment experience, in which consistent long term investment performance has met objectives.
• CFA designation required.
• Prior experience as a Portfolio Manager/Investment Research Analyst with knowledge of investments/portfolio management theory, investment strategies, and application thereof.
• Strong accounting and finance background with application to investments and financial instruments.
• Advanced expertise in managing client assets across asset classes and entity type
• High computer literacy inclusive of MS Office Suite of products with medium to advanced knowledge of Excel
• Strong working knowledge of Bloomberg, in particular using Bloomberg API.
• Previous experience with Portia and Reuters would be an advantage.
• Excellent communication, client servicing, and business development skill required along with attention to detail.