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Company: CFA Institute
Location: Naples
Posted on: November 23, 2022

Job Description:

The Senior Portfolio Manager coordinates the investment delivery for clients. Asset allocation, investment selection and fulfillment decisions are made in conjunction with a client's unique goals and constraints.

  • Monitor global macroeconomic and capital market developments and have an ability to explain complex information to clients and colleagues.
  • Conduct investment research on individual stocks, bonds, and other investments (mutual funds and exchange traded funds).
  • Build and manage portfolios for clients based on their unique goals and constraints, within the confines of our investment philosophy and approach.
  • Work closely with colleagues to enhance new business and cultivate existing relationships.
  • Participate in public presentations on a regular basis.
  • Satisfy ongoing compliance requirements across all accounts and relationships.
  • Maintain a working knowledge and understanding of trust accounting principles.
  • Maintain technical ability across necessary software programs including trading, trust accounting and management software, as well as word processing and spreadsheet programs.
  • Maintain relationships with clients via regular periodic communication and personal social engagement.
  • Attend corporate events, social gatherings, and other events necessary for cultivating prospective client relationships.
  • Consider financial planning needs and coordinate necessary team members for assistance.


    • Minimum 10 years of experience managing portfolios for high-net-worth clients
    • Understanding of concepts, principles, and practices of fiduciary law -
    • Strong public speaking and interpersonal skills
    • Bachelor's degree required
    • CFA, CFP, CPA, MBA, or commensurate professional accreditations preferred

Keywords: CFA Institute, Cape Coral , SENIOR PORTFOLIO MANAGER, Executive , Naples, Florida

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