Personal Investment Portfolio Manager North Palm Beach

Northern Trust Florida , PR 00650

Posted 2 months ago

Job Summary:

As a Personal Investment Portfolio Manager you will manage a full set of fee revenue producing investment accounts for large and sensitive personal trust and individual relationships. Operates within the framework of the underlying document, developing strategies designed to achieve specific investment goals. Assignments generally involve a high level of client servicing, in some cases as primary client contact.

Major Duties:
1.Manages investment activities for a full set of fee revenue producing accounts large and sensitive high net worth personal trusts, individual investment, and court appointed accounts.
2.Manages accounts that may require complex decision making or special handling due to the nature of the relationship, size, or type of assets managed, sensitive client issues, coordinating shared authority with outside attorneys/consultants.
3.Develops, recommends, and directs the execution of programs designed to achieve investment objectives for accounts or family relationships. Reviews and analyzes investments to select assets and manage individual portfolios.
4.Ascertains the purpose or intentions of the trust/ agency agreement and the level of investment authority granted to the trustee/agent.
5.Analyzes and plans the overall investment strategy of the trust/agency account with continuous revision of account objectives in context of client needs.
6.Maintains extensive contact with personal trust relationship managers, clients, co-trustees, consultants, the bank''s legal area and outside attorneys to ensure communication of trust/agency requirements and coordinate portfolio activity.
7.Maintains a current awareness of new investment strategies and instruments through regular contact with the investment research area and other industry professionals, as well as through personal research.
8.Participates in the development of new investment business with personal financial planning staff.
9.Ensures the completion of processing needs relative to the administration of assigned accounts.
10. Performs financial analysis on individual assets as appropriate.
11. Serves on standing investment services committee and on ad hoc unit committees as appropriate.

Qualifications:

Candidates should have 7 or more years of investment experience which should include experience as a Personal Investment Portfolio Manager working with high net worth clients as well as experience in asset allocation and open architecture. Candidates with CFA, CIMA , CFP and or MBA are strongly preferred. Excellent communication, client servicing and business development skills are needed.

For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 18,500 employees globally. We serve the world's most-sophisticated clients from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.

We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.

As of December 31, 2018, Northern Trust Corporation had:

$10.1 trillion in assets under custody/administration

$7.6 trillion in assets under custody

$1.1 trillion in assets under management

$132 billion in banking assets


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VIEW JOBS 4/17/2019 12:00:00 AM 2019-07-16T00:00 Job Summary: As a Personal Investment Portfolio Manager you will manage a full set of fee revenue producing investment accounts for large and sensitive personal trust and individual relationships. Operates within the framework of the underlying document, developing strategies designed to achieve specific investment goals. Assignments generally involve a high level of client servicing, in some cases as primary client contact. Major Duties: 1. Manages investment activities for a full set of fee revenue producing accounts large and sensitive high net worth personal trusts, individual investment, and court appointed accounts. 2. Manages accounts that may require complex decision making or special handling due to the nature of the relationship, size, or type of assets managed, sensitive client issues, coordinating shared authority with outside attorneys/consultants. 3. Develops, recommends, and directs the execution of programs designed to achieve investment objectives for accounts or family relationships. Reviews and analyzes investments to select assets and manage individual portfolios. 4. Ascertains the purpose or intentions of the trust/ agency agreement and the level of investment authority granted to the trustee/agent. 5. Analyzes and plans the overall investment strategy of the trust/agency account with continuous revision of account objectives in context of client needs. 6. Maintains extensive contact with personal trust relationship managers, clients, co-trustees, consultants, the bank''s legal area and outside attorneys to ensure communication of trust/agency requirements and coordinate portfolio activity. 7. Maintains a current awareness of new investment strategies and instruments through regular contact with the investment research area and other industry professionals, as well as through personal research. 8. Participates in the development of new investment business with personal financial planning staff. 9. Ensures the completion of processing needs relative to the administration of assigned accounts. 10. Performs financial analysis on individual assets as appropriate. 11. Serves on standing investment services committee and on ad hoc unit committees as appropriate. Qualifications: Candidates should have 7 or more years of investment experience, which should include experience as a Personal Investment Portfolio Manager working with ultra high net worth clients as well as experience in asset allocation and open architecture. Candidates with CFA, CIMA , CFP and or MBA are strongly preferred. Proven business development skills and excellent client servicing skills are required. For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 18,500 employees globally. We serve the world's most-sophisticated clients – from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands. We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater. As of December 31, 2018, Northern Trust Corporation had: $10.1 trillion in assets under custody/administration $7.6 trillion in assets under custody $1.1 trillion in assets under management $132 billion in banking assets Northern Trust Florida PR

Personal Investment Portfolio Manager North Palm Beach

Northern Trust