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Eastern Bank · 5 months ago

Sr. Client Portfolio Manager

1000 Elm St STE 400, Manchester, NH, 03101, US

Full-time

Onsite

Senior Level, Lead/Staff

$140K/yr - $229K/yr

12+ years exp

Eastern Bank is a financial institution seeking a Senior Client Portfolio Manager to manage and advise individual client portfolios across global equities and bonds. The role involves communicating with clients to establish investment objectives, developing strategic plans, and contributing to the research process regarding asset allocation and portfolio construction.

BankingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Communicates with an assigned set of clients to ascertain investment objectives and constraints, establish appropriate asset allocation, recommend and implement strategy, and review performance. Manages full client load with high client satisfaction and retention over multiple years

In accordance with the CT Asset Allocation Committee guidance, helps set customized asset allocation across equities, fixed income, and other asset classes according to policy targets and risk/return objectives for an assigned set of client portfolios

Develops and executes long-term strategic and tactical plans to meet client objectives

Works with Relationship Managers on trust, estate, and financial planning issues for assigned clients

Assists in new business development process by giving investment presentations to individuals and institutional prospects. Readily and easily explains and promotes investment philosophy, value proposition, and CT bond and equity strategies. Acts as an internal and external spokesperson on investment topics

Mentors other portfolio managers and members of the team, as appropriate

Contributes to research process and debate with regard to asset allocation, portfolio construction, risk management, identifying relative value across sectors/regions and macro research

Maintains knowledge of other asset classes and awareness of cross asset class relative value for overall portfolio construction

Oversees technology and communication processes related to investment portion of client experience

Attends various investment meetings, industry conferences, and broker/analyst/company meetings

May participate in peer review of individual internal security recommendations

May participate in periodic analysis of external managers, funds, or exchange traded funds (ETFs) to supplement portfolios

Qualification

CFA/CFP designationClient portfolio managementGlobal markets knowledgeSEI portfolio management softwareSalesforceAnalytical skillsTechnical skillsWritten communicationVerbal communication

Required

Bachelor's degree in business, finance or related field

Minimum 12 years of experience in investments in research or client portfolio management position including minimum of 8 years of client facing experience

Strong knowledge of global markets, economics, and portfolio construction

Excellent written and verbal communication skills

Preferred

Master's degree

CFA/CFP designation or other advanced certification

Experience with SEI portfolio management software and Salesforce

Analytical and technical skills with additional programming and data analysis skills

Benefits

Robust benefits and retirement package

Company

Eastern Bank

Eastern Bank is the largest independent, mutually owned bank in New England and the largest community bank in Massachusetts.

Founded in 1818

Boston, Massachusetts, USA

1001-5000 employees

https://www.easternbank.com

H1B Sponsorship

Eastern Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (2)

2021 (1)

2020 (1)