Rockland Trust · 1 month ago
Municipal Portfolio Manager-Investment Management Group
Lowell, MA, United States
Full-time
Onsite
Senior Level, Lead/Staff
$150K/yr - $190K/yr
10+ years expRockland Trust is a fast-growing company in the Investment Management Group, seeking a motivated Portfolio Manager. The role involves managing portfolios for municipal clients, ensuring compliance with investment guidelines, and maintaining strong client relationships.
Payments
Responsibilities
Manage portfolios for a group of municipal/government clients in compliance with their specific Investment Policy Statements and any regulatory constraints
Actively involved in equity and fixed-income security selection, asset allocation decisions, and investment manager due diligence
Build new portfolios, invest new cash, raise liquidity, and regularly rebalance portfolios to target asset allocations
Monitor daily cash positions, overdrafts, and uninvested balances; coordinate appropriate actions
Work across a variety of systems to implement investment models that may include individual equities, fixed income securities, and funds
Participate in client meetings supporting municipal/government client relationships through clear communication, portfolio updates and service coordination
Maintain proactive communication with municipal/government clients to ensure portfolios remain aligned with guidelines, liquidity needs and policy requirements
Build strong working relationships with Relationship Managers and other internal partners to deliver coordinated, client-centered service
Review client and prospect materials, reporting packages, and data for clients, prospects, actuaries, audits, and planning discussions
Serve as a trusted resource for investment-related questions and analysis within the broader IMG team
Engage with the broader IMG Investment Team to support research initiatives, model portfolio development, and committee discussions
Maintain accurate documentation of portfolio decisions, client interactions, and investment rationales
Qualification
Required
Minimum 10+ years of experience in portfolio management, investment management, wealth management, or a related analytical/investment role
Bachelor's degree in Finance, Economics, Business, or a related field
Strong analytical skills, exceptional attention to detail, and the ability to manage multiple priorities
Excellent verbal and written communication skills with the ability to explain complex concepts clearly
Demonstrated ability to work collaboratively in a team-based environment
Preferred
CFA® designation, MBA, or CFP® preferred
Experience with investment platforms such as Bloomberg, FactSet, Morningstar, TradeWeb, MarketAxess, Moxy, or SEI Strategy Manager
Broad knowledge of finance, accounting, and economics
Strong organizational and presentation skills with proven follow-through
Benefits
Health Insurance
Dental Insurance
A 401K and DC Plan for your retirement
LTD & Life Insurance
Day Care Reimbursement
Tuition Assistance for graduate and undergraduate programs
An award winning Wellness program
Company
Rockland Trust
Rockland Trust is a small community bank that is FDIC insured and has over 80 locations.
1001-5000 employees
H1B Sponsorship
Rockland Trust 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
2025 (7)
2024 (6)
2023 (1)
2022 (3)
2021 (2)
2020 (3)
Funding
Current Stage
Public CompanyTotal Funding
unknown1986-05-23IPO
Leadership Team
Jeffrey Tengel
Chief Executive Officer
Edward Jankowski
Chief Technology and Operations Officer
Recent News
2025-11-07
2025-10-28
Morningstar.com
2025-09-19
Company data provided by crunchbase