Director of Private Markets at Cerity Partners identifying investment opportunities in private markets. Conducting due diligence on existing and prospective managers while collaborating with clients across finance.
About the role
- Senior Director, Portfolio Manager at FNBO, combining investment experience with relationship management to design and monitor customized portfolios. Leading investment strategies to align with client goals and risk profiles.
Responsibilities
- Responsible for individually managed accounts, including fixed income securities, equities and alternatives.
- Monitor asset allocation and implement trades as needed.
- Construct diversified portfolios within client investment objectives and constraints.
- Implement strategies based on the Investment Committee’s approved list of investments.
- Maximize investment returns commensurate with an acceptable level of risk.
- Deliver exceptional client experience and demonstrate expertise as Trusted Advisor.
- Conduct effective presentations to clients to explain investment strategies and results.
- Prepare for client meetings and partner with WM team to deliver outstanding service.
- Represent investment team in new business activities.
- Review and analyze prospective client portfolios and make recommendations.
- Support new business activities with large and complex prospective relationships.
- Communicate investment expertise in the community and serve as a mentor for the portfolio management team.
- Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties.
Requirements
- 15+ years of experience in investment or wealth management
- Bachelor’s degree in business or related field
- CFA and CFP designation
- Strong understanding of capital markets, global economy and asset allocation
- Demonstrated expertise in a major asset class: Equities, fixed income, alternatives
- Ability to explain complex investment concepts clearly to clients and advisors
- Proven success in portfolio management with client-facing responsibilities.
Benefits
- Medical, Dental, Vision Insurance
- 401k, With Matching Contributions
- Time Off Programs
- Health Savings Account (HSA)/Dependent Care
- Employee Banking
- Growth Opportunities
- Tuition Assistance
- Short-Term/Long-Term Disability Insurance
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