Senior Portfolio Manager

Deadline: 4 days

Permanent

Full-time

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Reporting to the Head of Asset Management (Bermuda), this position is responsible for managing trust, corporate and High-Net worth client account assets and investment relationships consistent with the established investment objectives and strategies of the company and/or the client. This will involve a high level of client servicing, regular proactive client outreach, in some cases as primary client contact, as well as participation in the sales process. Your responsibilities will include: Structuring, optimizing, and managing client portfolios designed to achieve specific investment goals by assessing risk profiles and establishing investment policies. Implementing asset allocation within the framework of the client investment policy and Global Investment Committee. Constructing portfolios by selecting the appropriate financial instruments based on the Group's approved security list and financial models in conjunction with client risk profiles. Ensuring the completion of processing needs relative to the administration of assigned accounts. Maintaining deep expertise in financial markets and other related areas while also participating in or contributing to various investment committees. Overseeing and managing the Private Equity offering as well as working with team members on other alternative investment products. Participating in the development of new investment business with Private and Corporate banking professionals by discussing and presenting investment services capabilities for private as well as institutional prospects. Assisting in the Group's strategy planning and development of the local investment offering. Oversee ARC relationship and quarterly reporting of performance data Your qualifications and skills include: A minimum of 10 years' investment experience, in which consistent long term investment performance has met objectives. CFA designation required. Prior experiernice as a Portfolio Manager/Investment Research Analyst with knowledge of Investments/portfolio management theory, investment strategies, and application thereof. Strong accounting and finance background with application to investments and financial Instruments. Advanced expertise in managing client assets across asset classes and entity type High computer literacy inclusive of MS Office Suite of products with medium to advanced knowledge of Excel Strong working knowledge of Bloomberg, in particular using Bloomberg API, Previous experience with Portia and Reuters would be an advantage. Excellent communication, client servicing, and business development skill required along with attention to detail.

Requirements

A minimum of 10 years' investment experience, in which consistent long term investment performance has met objectives. CFA designation required. Prior experiernice as a Portfolio Manager/Investment Research Analyst with knowledge of Investments/portfolio management theory, investment strategies, and application thereof. Strong accounting and finance background with application to investments and financial Instruments. Advanced expertise in managing client assets across asset classes and entity type High computer literacy inclusive of MS Office Suite of products with medium to advanced knowledge of Excel Strong working knowledge of Bloomberg, in particular using Bloomberg API, Previous experience with Portia and Reuters would be an advantage. Excellent communication, client servicing, and business development skill required along with attention to detail.

Salary

Not specified

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Retirement Plan
Professional Development
Tuition Reimbursement
Employee Discount
Paid Time Off

Contact InfoBUTTERFIELDNo contact information available

Application Deadline

Dec 23, 2025

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