Senior Client Portfolio Manager

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🕒 February 25

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Eastern Bank

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1818

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

Eastern Bank is a comprehensive financial institution offering a wide range of services including personal banking, business banking, commercial lending, and wealth management. With options such as checking and savings accounts, loans, credit cards, and digital banking solutions, Eastern Bank caters to both individual and business needs. The bank is recognized for its commitment to community development and has a long-standing reputation as a leading SBA lender in Massachusetts.

📋 Description

• Manages and advises individual client portfolios across global equities and bonds based on recommendations of team of securities analysts • Communicates with an assigned set of clients to ascertain investment objectives and constraints, establish appropriate asset allocation, recommend and implement strategy, and review performance • Develops and executes long-term strategic and tactical plans to meet client objectives • Works with Relationship Managers on trust, estate, and financial planning issues for assigned clients • Assists in new business development process by giving investment presentations to individuals and institutional prospects • Contributes to research process and debate with regard to asset allocation, portfolio construction, risk management, identifying relative value across sectors/regions and macro research • Oversees technology and communication processes related to investment portion of client experience

🎯 Requirements

• Bachelor’s degree in business, finance or related field • Master’s degree preferred • CFA/CFP designation or other advanced certification preferred • Minimum 12 years of experience in investments in research or client portfolio management position including minimum of 8 years of client facing experience • Strong knowledge of global markets, economics, and portfolio construction • Excellent written and verbal communication skills • Experience with SEI portfolio management software and Salesforce are both strong plusses • Analytical and technical skills with additional programming and data analysis skills being a plus • Ability to collaborate, debate, and work in a team environment • Ability and willingness to participate on investment, managerial, technology or administrative committees and projects, as appropriate • Ability to work autonomously and proactively on assigned set of clients • Thoughtful fiduciary and risk management perspectives.

🏖️ Benefits

• Medical, dental, vision, life and disability insurance • Retirement plans • Vacation • Tuition reimbursement