Senior Portfolio Manager
Northwest Bank(1 month ago)
About this role
The Senior Portfolio Manager (Trust) is a senior-level investment professional overseeing trust and advisory client portfolios and implementing investment strategies set by the Chief Investment Officer. The role requires deep knowledge of financial markets and portfolio construction and participates as a member of the Trust Investment Committee to ensure fiduciary stewardship and alignment with client objectives.
Required Skills
- Investment Management
- Portfolio Management
- Risk Analysis
- Financial Analysis
- Client Relations
- Equity Investments
- Fixed Income
- Market Research
- Compliance
- Microsoft Office
+2 more
Qualifications
- Bachelor's Degree in Business or Finance
- CFA
- CFP
- CIMA
About Northwest Bank
northwest.bankBanking built around your business. What makes a great banking partner? A team that acts as an extension of your company. Understands all angles of your business. Develops realistic plans for achieving your current and future goals. All so you can focus on what you do best. See how Northwest 360 can increase the value of you.
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