Sr. Client Portfolio Manager
Manages and advises individual client portfolios across global equities and bonds based on recommendations of team of securities analysts. Commodities and liquid alternatives also used as appropriate. Contributes to research process with regard to asset allocation, portfolio construction, risk management, identifying relative value across sectors/regions and macro research.
- 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.
- Bachelor’s degree in business, finance or related field. Master’s degree preferred.
- CFA/CFP designation or other advanced certification preferred.
- 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.
- Experience with SEI portfolio management software and Salesforce are both strong plusses
- Analytical and technical skills with additional programming and data analysis skills being a plus.
- Ability to collaborate, debate, and work in a team environment.
- Ability and willingness to participate on investment, managerial, technology or administrative committees and projects, as appropriate.
- Ability to work autonomously and proactively on assigned set of clients.
- Thoughtful fiduciary and risk management perspectives.
Working Conditions/Physical Demands:
- Normal office environment.
- Moderate travel throughout Northeast, as needed.
- Occasional national travel to meet clients or attend conferences.
Individuals must be in compliance with Cambridge Trust’s COVID 19 Vaccination Policy. For a copy of this policy, and/or reasonable accommodations, please contact HumanResources@cambridgetrust.com.
The above statements are intended to describe the general nature and level of work being performed by people assigned to do this job. The above is not intended to be an exhaustive list of all responsibilities and duties required.
Cambridge Trust Company is an Equal Opportunity Employer of women, minorities, protected veterans, and individuals with disabilities.
*External and internal applicants, as well as position incumbents who become disabled as defined under the Americans with Disabilities Act must be able to perform the essential job functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on a case-by-case basis