Sr Portfolio Manager
About the position
Private Capital Management, a wholly owned subsidiary of SouthState Bank, is a Colorado based wealth management firm that has been in business for over 25 years. We pride ourselves on building authentic relationships and delivering a level of personalized service that our clients love. With a thoughtful approach to wealth management, we provide tailored investment portfolios and financial planning services to meet our client's unique needs and objectives. With a hybrid schedule and strong benefits package, we strive to make Private Capital Management a great place to work and would love for you to join our talented, growing team! SUMMARY/OBJECTIVES It is the responsibility of the Sr. Portfolio Manager to serve as a member of the Wealth Relationship team to deliver Investment Management Services to current and prospective clients.
Responsibilities
• Partner with a Wealth Advisor and other members of the Wealth relationship team in new business development and client relationship management activities
• Serve as primary source of investment communication with current and prospective clients
• Recommend, establish and monitor investment strategies in client accounts
• Will serve as a member of the Investment Committee and assist with various aspects of investment research to include manager research, due diligence, individual security, and macroeconomic analysis.
• Demonstrate a deep understanding of investment offerings
• Adhere to risk management and compliance according to all regulatory and internal policies and procedures.
• Will work on a team and may be involved in business line strategic planning meetings
• The duties and responsibilities listed above may be revised at any time within the sole discretion of management without advance notice to or the consent of the employee.
• Accepts other duties and special project assignments as assigned.
Requirements
• Interpersonal skills to work on a team with client facing interaction, strong analytical ability with solid quantitative skills, proven problem solving skills.
• Strong attention to detail with ability to multitask and prioritize in a detail driven environment is required.
• Education : Bachelor’s degree (BA/BS) required, preferably in Finance or Economics.
• Experience : Good interpersonal skills, strong communication skills (both written and verbal), interpersonal skills
• At least 7-10 years of relevant work experience in the investment services industry with a focus on managing investments for high net worth clients
• Must be able to effectively access and interpret information on computer screens, documents and reports.
• This position requires a large amount of time in front of a computer.
• Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions.
• They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot).
• Cable or fiber connections are preferred.
• Requirements are subject to change, as new systems and technology is delivered.
Nice-to-haves
• Professional certifications/designations are a plus (CFA, CFP, etc.)
Apply Now
Apply Now
Private Capital Management, a wholly owned subsidiary of SouthState Bank, is a Colorado based wealth management firm that has been in business for over 25 years. We pride ourselves on building authentic relationships and delivering a level of personalized service that our clients love. With a thoughtful approach to wealth management, we provide tailored investment portfolios and financial planning services to meet our client's unique needs and objectives. With a hybrid schedule and strong benefits package, we strive to make Private Capital Management a great place to work and would love for you to join our talented, growing team! SUMMARY/OBJECTIVES It is the responsibility of the Sr. Portfolio Manager to serve as a member of the Wealth Relationship team to deliver Investment Management Services to current and prospective clients.
Responsibilities
• Partner with a Wealth Advisor and other members of the Wealth relationship team in new business development and client relationship management activities
• Serve as primary source of investment communication with current and prospective clients
• Recommend, establish and monitor investment strategies in client accounts
• Will serve as a member of the Investment Committee and assist with various aspects of investment research to include manager research, due diligence, individual security, and macroeconomic analysis.
• Demonstrate a deep understanding of investment offerings
• Adhere to risk management and compliance according to all regulatory and internal policies and procedures.
• Will work on a team and may be involved in business line strategic planning meetings
• The duties and responsibilities listed above may be revised at any time within the sole discretion of management without advance notice to or the consent of the employee.
• Accepts other duties and special project assignments as assigned.
Requirements
• Interpersonal skills to work on a team with client facing interaction, strong analytical ability with solid quantitative skills, proven problem solving skills.
• Strong attention to detail with ability to multitask and prioritize in a detail driven environment is required.
• Education : Bachelor’s degree (BA/BS) required, preferably in Finance or Economics.
• Experience : Good interpersonal skills, strong communication skills (both written and verbal), interpersonal skills
• At least 7-10 years of relevant work experience in the investment services industry with a focus on managing investments for high net worth clients
• Must be able to effectively access and interpret information on computer screens, documents and reports.
• This position requires a large amount of time in front of a computer.
• Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions.
• They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot).
• Cable or fiber connections are preferred.
• Requirements are subject to change, as new systems and technology is delivered.
Nice-to-haves
• Professional certifications/designations are a plus (CFA, CFP, etc.)
Apply Now
Apply Now