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    Wealth Management Portfolio Manager - Scottsdale, United States - Sunflower Bank, N.A.

    Sunflower Bank, N.A.
    Sunflower Bank, N.A. Scottsdale, United States

    1 week ago

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    Description
    Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of Wealth Management Portfolio Manager in one of our Sunflower Bank locations in Dallas, Colorado, or Scottsdale

    The Ideal Candidate Will:
    • Have exceptional interpersonal, organizational and time management skills.
    • Act with a high degree of integrity and ethics.
    • Have strong analytical skills and the ability to think strategically.
    • Have a passion for factor-based investing and utilizing optimizations at the model and portfolio level.
    • Be self-motivated, able to contribute with minimal supervision.
    • Have a sense of urgency with strong attention to detail.
    The Wealth Management Portfolio Manager will sit on the Investment Committee and contribute to the oversight of the bank's investment platform. This individual is responsible for supporting the creation and maintenance of the bank's investment models, as well as account rebalancing and trade execution. Additionally, the Portfolio Manager will research securities and products utilized by the Firm in managing client assets. The position also develops insightful investment analysis and content designed to inform key internal and external stakeholders about Sunflower Wealth Management's investment capabilities.

    Primary Responsibilities
    • Undertake in-depth due diligence on investment products and securities in the management of investment models and client portfolios.
    • Conduct detailed portfolio analysis and model construction.
    • Participate in the composition of monthly/quarterly investment commentary development to support external communication needs.
    • Responsible for rebalancing and trade execution using a tax-managed approach.
    • Provide ongoing monitoring of portfolios to maintain their compliance with the assigned objective and model per clients' Investment Policy Statement
    • Maintain a thorough understanding of market conditions and global economic outlook with respect to models, portfolios, and trading.
    • Support the Director of Portfolio Management with ongoing market commentary and collateral.
    • Support Wealth Advisors in developing new business by providing in-depth portfolio analysis and communicating the investment team's value proposition to prospective clients.
    • Assist the Relationship Management team with client meeting preparation and presentation.
    • Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.
    • Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines.
    • Understand and participate in the Bank's Community Reinvestment Act program.
    Education / Experience
    • Minimum of 5 years in Portfolio Management or related roles.
    • Bachelor's degree required; CFA designation highly preferred.
    • Knowledge of investment concepts, strategies, styles, and analytical methodologies from the total portfolio and individual security perspectives
    • Ability to synthesize and present to a range of constituents.
    • Experience using Portfolio Analytics in Bloomberg or FactSet in addition to executing trades in client accounts.
    • Familiarity with tax overlay trading strategies as well as account performance reporting preferred.
    • Must be bondable.
    Working Conditions

    Sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time.

    Sunflower Bank Benefits employees enjoy outstanding benefits, including:
    • 401(k) Plan with 6% Match
    • Health/Dental/Vision Insurance
    • Company-paid Life Insurance
    • Tuition Reimbursement
    • Fitness Reimbursement
    • Paid Time Off
    • Volunteer Leave
    • Paid Holidays
    • Plus many more employee perks & incentives
    People choose to "bank" with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives and we know that starts with our team. You've never worked anyplace like Sunflower Bank

    EOE/AA: Minorities/Females/Disabled/Vets

    Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.
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