Portfolio Manager Multi-Asset - Michigan City, United States - Harbour Trust Company

Description

Harbour Trust is seeking an experienced Portfolio Manager in Northwest Indiana with strong analytic and communications skills to manage investment portfolios.

The full-time position reports to the SVP & Chief Investment Officer.


Harbour Trust Investment Strategy:
Based on prudent, time-tested principles to generate competitive risk-adjusted

investment returns and to help our clients achieve their financial goals.

Manage diversified, multi-asset portfolios using individual Core Growth and

Investment-Grade Fixed Income securities.

Execute tactical portfolio adjustment across our strategic asset allocation

spectrum


Responsibilities of the position:
Provide intellectual analysis of investment and account data to provide above-

average investment returns

Apply best practices to ensure accuracy and mitigate risks to HTC and clients

Maintain and build trusting relationships by satisfying internal and external client

requirements and requests with care and integrity

Represent the Company with great professionalism

Duties of the Position

Provide excellent client service

Collaborate with Financial Advisors and clients to develop investment objectives

and construct appropriate investment portfolios

Perform investment reviews for trust, investment management and institutional

clients

Invest assets according to Investment Policy guidelines to deliver a competitive

risk adjusted return

Assist Advisors in the development of new business opportunities by meeting

with prospects, preparing and presenting proposals for investment management

Present investment strategy and performance updates to clients and Advisors

Monitor global macro-economic conditions and financial market trends and

analyze the potential impact on Company investment strategy and client

investment portfolios

Monitor fundamentals of the Company?s Equity and Fixed Income positions

Comply with legal and regulatory requirements and Company policies and

procedures


Candidate Requirements:
Bachelor's degree in Business, Economics, Accounting or Finance

5+ years? experience as an Investment Officer, Securities Analyst, or Portfolio

Manager in a banking or securities industry

Experience analyzing individual equity and fixed income securities

Experience managing individual security Large-cap Equity and Investment

Grade Fixed Income portfolios preferred

Experience working with and presenting to clients and prospects preferred

CFA designation or candidate preferred

Ability to travel and work remotely (as needed)


The Right Candidate possesses:
Sharp analytic and math skills

Strong Excel and Adobe skills

Excellent organizational skills, effectively manages time and priorities

Writes clearly and informatively, edits work for spelling and grammar

Openly and respectfully questions colleagues to gain clarity and understanding

Must professionally maintain confidential information
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