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    Portfolio Manager - Oklahoma City, United States - Rockland Trust

    Rockland Trust
    Rockland Trust Oklahoma City, United States

    3 weeks ago

    Default job background
    Description
    The Portfolio Manager makes investment decisions on portfolios for affluent to high net worth individuals and small/mid-sized institutions.

    It is required that the candidate communicate and actively participate in the investment philosophy and processes, including large cap core equity stock selection, domestic fixed income security selection, asset allocation and diversifying manager analysis.

    Responsibilities

    The portfolio manage should have experience meeting with clients and proactively maintaining contact to build positive account relationships.

    In this role the you will also support the new business efforts of the Investment Management Group in the marketing and selling of investment management and fiduciary services.

    Qualifications

    Qualifications
    :

    A candidate must possess strong investment and communication skillsAbility to establish and maintain effective working relationshipsA candidate must possess strong investment and communication skillsAbility to establish and maintain effective working relationships7+ years related experienceBachelors degree with emphasis on finance/economics; advanced degree MBA/CFA preferredAnalytical, organizational and presentation skillsFamiliarity with Investment and trading systems such such as Bloomberg, FactSet, MorningstarOur goal is to offer our colleagues the most generous benefits package possible.

    We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance.


    Benefits include:

    Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning Wellness program and much moreAt Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed.

    We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status,national origin, disability status, protected veteran status, or any other characteristic protected by law.

    Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    Job Info

    Job Identification

    1199Job Category

    IMGPosting Date

    04/30/2024, 09:06 PMDegree Level

    Bachelor's DegreeLocations

    MA, United States

    Milford, MA, United States

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