Portfolio Manager II

Atlanta, GA, USA Req #132
Thursday, May 11, 2023
Arden Trust Company provides industry-leading personal trust services designed to support families and preserve relationships for generations. As a professional trustee, we offer a depth of experience, technology and resources to handle trusts effectively. Our approach is rooted in fostering a meaningful partnership with the family’s wealth management advisor to create a seamless trust experience. Together, we provide families with a holistic approach and specialized expertise, giving them peace of mind in every aspect of their financial lives.

The Portfolio Manager II manages bond and equity investments for investment management accounts and/or fiduciary (irrevocable and revocable trust) accounts in support of Trust business objectives.  This is an intermediate professional role with moderate skills and a high level of proficiency.   

 

ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, the individual must be able to perform each essential duty satisfactorily. 

  • Works under general supervision with increased latitude for independent judgment.   
  • Identifies non-routine issues and routes/escalates to appropriate team member. 
  • Participates with Trust Officers, Financial Advisors, Portfolio Managers and clients to develop high quality investment strategies/solutions based on management philosophy and customer objectives. 
  • Delivers high quality service to Trust Officers, Financial Advisors, Portfolio Managers and clients. 
  • Ensures execution of investment strategies to maximize returns commensurate with an acceptable level of risk. 
  • Performs investment research, stays informed of developments in security markets, and confers with tax attorneys, accountants, etc. to determine legal consequences of investment decisions and resolve account problems. 
  • Assists in initial and ongoing due diligence for external parties utilizing Arden Trust Company’s trustee services. 
  • Assists in all aspects of portfolio management activities for a dedicated group of accounts. 
  • Assists in oversight of day to day management and monitoring of investment portfolios. 
  • Discusses portfolio positioning, securities held and general market and economic conditions with Trust Officers and clients. 
  • Cultivates and retains new trust and investment management accounts. 
  • Identifies issues and problems, responding quickly and decisively. 
  • Analyzes complex problems and identifies appropriate solutions. 
  • Provides advice and guidance to clients and trust personnel. 
  • Ensures compliance and consistency with company investment policy provisions. 
  • Works closely with trading team to implement changes. 
  • Analyzes ongoing performance of portfolios and underlying securities. 
  • Participates in oversight functions of an operational nature. 
  • Other related duties assigned as needed. 

 

KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, the individual should have the following skills and abilities. 

  • Ability to form opinions on markets, individual securities and quality of investment strategies and managers  
  • Excellent problem solving, independent decision making, analytical and time management skills managing multiple tasks/deadlines for self and others 
  • Ability to work in a fast paced, high-pressure environment either independently or within a team 
  • Excellent verbal and written communication skills to technical and non-technical audiences of various s levels in the organization (e.g. executive, management, individual contributors) including the ability to communicate complex ideas and solutions to trust administrators and end clients in terms that are understandable 
  • Ability to form opinions on markets, individual securities and quality of investment strategies and managers 
  • Strong work ethic and attention to detail 
  • Proficiency in Microsoft Office software is essential as well as experience with Sungard Trust, Bloomberg, trading systems and venues 
  • Willingness to pursue professional investment designation (CFA, CFP)   


SUPERVISORY RESPONSIBLITIES: None 

  

EDUCATION AND/OR EXPERIENCE:   

  • Bachelor’s degree in Business Administration, Finance, or Economics or other related discipline or the equivalent combination of education, training, or work experience. 
  • 3 - 5 year’s Portfolio Manager experience 


BENEFITS:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

DISCLOSURE:

By applying to a job at Arden Trust Company ( a subsidiary of Kestra Financial, Inc.), you are agreeing to the following statements:

  • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

Other details

  • Job Family Portfolio Management
  • Pay Type Salary
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  • Atlanta, GA, USA