Portfolio Officer Job
Portfolio Officer (Job Number: 1305899)
Description
The Portfolio Officer will manage assigned client relationships which may include personal trusts, agency, estate, charitable, pension, and institutional accounts. Accounts are directly held by Portfolio Officers reporting to the Senior Portfolio Officer/Team Leader. Service is delivered by Portfolio Officers and a limited number of assistants under the Team Leader's supervision. The incumbent will meet with clients to formulate account objectives and administrative requirements and maintains a continuous program of oral and written communication, verifying client objectives and reports on our performance in meeting these objectives and identify opportunities to expand the relationship. The incumbent will also be able to articulate MPAM's equity, fixed income, and investment process as well as the asset allocation process.
EFC: WM
Qualifications
The qualified candidate will have a B/A or advanced degree; 3-5 years experience in the investment/fiduciary industry; specialized credentials; CFA and National Graduate Trust School. Prefer a candidate who is currently in the region.
Primary Location: United States-USA-PA-Philadelphia
Internal Jobcode: 01262
Job: Wealth Management
Organization: Wealth Mgmt East US Markets-HR06266
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