Assistant Portfolio Manager Maine
Company: Spinnaker Trust
Posted on: September 16, 2023
Spinnaker Trust is hiring an ASSISTANT PORTFOLIO MANAGER to join
their growing team in Portland, Maine. At Spinnaker Trust, the
mission is to work with clients to build and protect their wealth
while preserving peace of mind. Spinnaker Trust has been in
business for 20 years and has made the Top Ten List for Best Places
to Work in Maine for the past three years. Their collaborative,
progressive and client-centric team approach has driven the
company's growth and success.
The Assistant Portfolio Manager works directly with one or more
relationship managers as a team, supporting the relationship
managers on trading, portfolio management, and asset allocation for
client accounts. In this role you will attend client meetings, take
in client feedback, and make recommendations for asset allocations
and portfolio management. Ideal candidates are effective
collaborators in a fast-paced environment, enjoy the operations
side of investments and trading, have exceptional communication
skills, and meticulous attention to detail.
Benefits include generous compensation, paid parking, retirement
plans, family-friendly and supportive work environment, and a
hybrid work schedule.
Assistant Portfolio Manager Responsibilities:
Advises clients on appropriate strategies and constructs and
customizes portfolios according to client needs or preferences
Maintains a high level of collaboration with investment research
and relationship team
Liaises with administrative and operations team members to provide
exemplary service to the client
Provides timely feedback to the Relationship Manager regarding
important/critical events and/or discussions that occur with the
Assistant Portfolio Manager Qualifications:
Bachelor's degree and 3+ years of experience in wealth management,
trading, operations, and/or client services.
Excellent MS Office skills.
Experience with planning software, such as EnvestNet and
NO PHONE CALLS OR RECRUITERS, PLEASE
Spinnaker Trust is an Equal Opportunity Employer. All qualified
applicants will receive consideration for employment without regard
to race, color, religion, age, sex, sexual orientation, gender
identity, national origin, disability, veteran status, familial
status, domestic violence status, or any other status protected by
Keywords: Spinnaker Trust, Portland , Assistant Portfolio Manager Maine, Executive , Portland, Maine
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