Senior Client Portfolio Manager Wilmington Trust
Overview
Provide portfolio management services across complex accounts to transition portfolios toward best thinking. Work with Investment Advisors to align strategies while managing assets exceeding one billion dollars. This role drives execution and communication to ensure alignment with client needs.
What You'll Do7
- 1Manage Desktop Managed Equity accounts by coordinating with Investment Advisors on tax budgets and equity strategies and executing timely trades throughout the year.
- 2Collaborate with Investment Advisors to integrate firm best practices with client-specific requirements and multi-asset class targets.
- 3Oversee full portfolio execution to achieve target allocation while monitoring tracking error against transition plans.
- 4Place trades and track performance to maintain alignment with client objectives and regulatory standards.
- 5Address complex client constraints and trust-related considerations through proactive risk assessment and escalation.
- 6Maintain internal controls and audit compliance as part of daily operations.
- 7Promote inclusive environment reflecting M&T Bank brand values.
Requirements5
- 1Bachelor's degree or seven years relevant experience with three years investment experience required.
- 2Comprehensive understanding of trading procedures and investment platforms.
- 3Education preferences include CFA or CIMA; alternative path requires nine years total experience with four years investment focus.
- 4Proficiency in Microsoft Office suite.
- 5Experience with AWS and Kubernetes highlighted in prior roles.
Salary Insight
$107 - $178k per year
Location
Required Skills
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