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Camden National Bank · 1 month ago

Wealth Portfolio Manager II

ME, Portland, 2 Canal Plaza 220 Middle Street

Full-time

Onsite

Senior Level, Lead/Staff

15+ years exp

Camden National Bank is a local community bank committed to providing excellent customer service and giving back to its communities. The Wealth Portfolio Manager II is responsible for investment due diligence and managing client portfolios in accordance with their investment objectives while chairing investment team committees and communicating investment decisions.

Banking

Growth Opportunities

Responsibilities

Senior level investment research and analysis

Serve in Portfolio Manager capacity with all relevant responsibilities for individual and institutional clients, managing daily implementation of investment process for clients in accordance with their investment objectives

Ensure portfolios are within acceptable target asset allocation ranges per investment policy

Complete all Reg 9 investment reviews by system due date and document follow-up steps related to rejected reviews quarterly (at a minimum)

Conduct independent due diligence regarding markets, sectors and individual investment vehicles across all asset and sub-asset classes

Screen resources and tools to improve investment team capacity and scalability

Meet with third party vendors for market insights and technical data

Lead and/or actively participate in weekly investment team meetings as determined by CIO

Participate in meetings with current and prospective clients, CNB employees, external COIs and Board Members, as well as professional and community events; maintaining a positive, engaged profile to enhance the visibility of CNWM and CNB

In partnership with client/wealth advisors/trust officers, responsible for overall wealth management client experience

Support team by providing coverage for other team members during absences

Serve as a leader in the business unit’s and Company’s commitment to achieving our vision, embodying CNB’s core values of Honesty & Integrity, Trust, Service, Responsibility and Excellence

Qualification

Investment management experienceInvestment trading systemsChartered Financial Analyst (CFA)Microsoft ExcelResearch databasesFinancial report analysisClient communicationTeam collaborationAttention to detail

Required

Bachelor's degree

15 – 20 years investment management experience and/or training in the financial services industry and/or equivalent combination of education and experience

Strong knowledge and prior experience of investment trading systems, Microsoft Excel and research databases

Solid understanding of CNWM compliance and regulatory commitments

Ability to read, analyze, and interpret detailed financial reports, legal documents, and related correspondence

Ability to respond professionally to common inquiries from customers, regulatory agencies, and/or members of the business community

Ability to effectively present information to top management, clients, public groups, and/or boards of directors

Strong proficiency in mathematical skills as it relates to investment analysis, portfolio construction/maintenance, risk and performance measurement

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists

Ability to interpret a variety of instructions in written, oral, diagram, or schedule form

Ability to work successfully in a team environment and independently

Strong attention to detail is imperative to maintain the highest level of accuracy

Availability to travel as needed

Preferred

Chartered Financial Analyst (CFA) designation or other applicable credentials

Benefits

Robust medical, dental, and vision insurance packages

Generous time off, including paid federal holidays and paid day off for your birthday

401(k) retirement savings plan

Tuition reimbursement, professional development, and career growth opportunities

Employee assistance program

Comprehensive wellness program

Company

Camden National Bank

Camden National Bank is a full-service community bank offering the latest digital banking, complemented by award-winning, personalized service through a network of 73 banking centers throughout New Hampshire and Maine.

Founded in 1975

Camden, Maine, USA

501-1000 employees