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Fiduciary Trust International · 3 weeks ago

Senior Portfolio Manager (Wealth Management)

Greater Philadelphia

Full-time

Onsite

Senior Level, Lead/Staff

$175K/yr - $250K/yr

10+ years exp

Fiduciary Trust International is a premier investment and wealth management firm committed to growing and protecting wealth across generations. They are seeking a Senior Portfolio Manager to develop and implement client portfolio investment strategies while managing a customized book of business for high-net-worth clients.

AssociationFinancial Services

Responsibilities

Develop and implement broad investment strategy: Develop client profiles and investment objectives while monitoring global macro events and assessing the implications on global financial markets

Assess and analyze portfolio returns & risk to rebalance as needed on an after-tax basis

Determine absolute and relative valuations of investment securities in client portfolios. Integrate both global macro and market valuation into a well-defined investment view, rationale, strategy, and portfolio construction applied across a diverse client base

Manage assigned accounts according to specific client investment objectives and constraints including idea generation; the execution and the monitoring of the assets held in the portfolio to ensure maximization of portfolio performance; and through marketing efforts, make presentations to existing clients, prospective clients, and referral sources

Interface with the strategy teams and research groups to understand and implement the firm’s recommendations; monitor cash balances; review portfolio investment results; communicate strategy and results to clients

Manage and oversee a highly customized dedicated book of business

Articulate current economic and market views, outlook, portfolio positioning and construction

Create presentation materials, providing clients with an understanding of the investment strategy and returns for their portfolios

Articulate the firm’s overall capabilities, philosophy, and approach generally, including asset allocation, equity, fixed income, alternative assets, and related manager selection processes

Work with business development teams to cultivate new business for the firm. Foster client additions by providing added value and building strong relationships

Qualification

Portfolio ManagementInvestment StrategyClient Relationship ManagementTax Planning KnowledgeFinancial AnalysisAnalytical SkillsAttention to DetailTeam Collaboration

Required

Bachelor's degree required

10 + years' finance experience required

Minimum 5 years' portfolio management and investment research experience required

Experience serving as a PM and Relationship Manager, working with a team to provide excellent service to clients (individuals and multi-generational families)

Excellent analytical skills and strong attention to detail

Willingness to travel to various client and business locations

Preferred

Advanced degree and certifications preferred (i.e. CFA, CFP and/or MBA)

Benefits

Annual discretionary bonus

401(k) plan with a generous match

Recognition rewards

Comprehensive benefits package

Competitive healthcare options

Insurance

Disability benefits

Employee stock investment program

Learning resources

Career development programs

Reimbursement for certain education expenses

Paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays)

Motivational wellbeing program

Company

Fiduciary Trust International

Fiduciary Trust Company International has served as a trusted wealth advisor for individuals, families, endowments and foundations. It is a sub-organization of Franklin Templeton.

Founded in 1931

New York, New York, USA

201-500 employees