Portfolio Officer II (Sr II) Job
Portfolio Officer II (Sr II) (Job Number: 1213421)
Description
This position is the next senior member of a Portfolio Management Team in terms of account management experience and investment knowledge below the Team Leader. Like the Team Leader, the Senior Portfolio Officer II manages the largest and most complex accounts in MPAM. A Senior Portfolio Officer II is expected to be fully accountable for all legal and investment aspects of these assigned accounts. This position works closely with the Team Leader to manage the revenues and expenses of the Team's organization code. This position is also the leader in training and developing more junior management skills. The incumbent must have the compliment of technical and communication skills to be an effective part of the service delivery and sales process. They must be able to articulate MPAMs equity, fixed income, and investment process as well as the asset allocation process.
Qualifications
The qualified candidate will have a B/A, B/S, or advanced degree or equivalent experience with 6 plus years of experience in the Investment/Fiduciary Management Industry. Seasoned manager of successfully larger, more sensitive client relationships; investment/fiduciary credentials: CFA, CTFA, National Trust School. gh:wm
Primary Location: United States-USA-PA-Pittsburgh
Internal Jobcode: 01243
Job: Wealth Management
Organization: Wealth Mgmt East US Markets-HR06266
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