Assistant Portfolio Manager Maine

Company: Spinnaker Trust
Location: Portland
Posted on: September 16, 2023

Job Description:

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 client



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 MoneyGuidePro.





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 law.

Keywords: Spinnaker Trust, Portland , Assistant Portfolio Manager Maine, Executive , Portland, Maine