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United Bank · 3 days ago

Portfolio Manager (WM)

Washington, DC

Full-time

Onsite

Mid, Senior Level

$112K/yr - $195K/yr

5+ years exp

United Bank is seeking a Portfolio Manager with a deep understanding of wealth management and investment strategies. The role involves retaining clients, preparing presentations, and analyzing investment performance while working collaboratively with various stakeholders.

BankingCredit CardsFinancial ServicesLendingVenture CapitalWealth Management

Responsibilities

Participate in discussions on asset allocation, risk, investment performance, economic, and financial market trends with clients

Meet with clients on a quarterly basis, or as needed, to review portfolio performance and present appropriate recommendations

Prepare and present pitch materials to prospective clients

Evaluate financial products and services on the Wealth Management platform and recommend changes when necessary

Analyze investment performance of designated accounts and third-party portfolio managers utilized within the Wealth Management department

Buy, sell, and trade securities for accounts in accordance with policies established by the Investment Committee

Maintain a high service level by working closely with Private Wealth Advisors, Trust Officers, and department managers

Complete assigned account annual reviews (“Reg-9” reviews) and related paperwork and records maintenance

Guide and mentor Investment Analysts on assigned work as needed

Qualification

Investment managementFiduciary portfolio managementChartered Financial Analyst (CFA)Client relationship managementResearch/analytics toolsMicrosoft Office proficiencyEntrepreneurial spiritTeamworkStrategic thinkingPresentation skillsCommunication skills

Required

Bachelor's degree required

Minimum of five years of experience in investment management and fiduciary portfolio management required

Strong, successful track record that meets or exceeds goals set consistently required

Ability to foster teamwork and motivate colleagues required

Client-centered focus with excellent strategic thinking ability and consultative skills

Proficiency in Microsoft Office products (Microsoft Word, Excel, and PowerPoint) required

Strong proficiency with research/analytics tools (Bloomberg, FactSet, Morningstar, Investor's View, FirstRate)

Demonstrated experience in effective client relationship management required

Excellent verbal and written communication and interpersonal skills required

Flexibility to accommodate work outside normal business hours

Capacity to work with challenging clients and diverse groups of people

Ability to travel up to 25% is required

Preferred

MBA or advanced degree in Finance or related fields, with desire to obtain the Chartered Financial Analyst designation preferred

Chartered Financial Analyst (CFA) designation highly desired

Benefits

Cash bonuses

Long-term incentives

Commissions

Other United Bank sponsored benefit programs

Professional and personal development opportunities such as career advancement, job and industry trainings, wellness initiatives, mentoring and leadership programs