The Bank of NT Butterfield & Son Limited is hiring a

Senior Portfolio Manager

Deadline: 7 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. Key Duties and Responsibilities 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 expertise in financial markets and contributing to various investment committees; Overseeing and managing the Private Equity offering; Participating in the development of new investment business; Assisting in strategy planning and development of the local investment offering; Overseeing ARC relationship and quarterly reporting of performance data.

Requirements

A minimum of 5 years’ investment experience with consistent long term investment performance; Chartered Financial Analyst (CFA) designation; Prior experience as a Portfolio Manager/Investment Research Analyst; Strong accounting and finance background; Advanced expertise in managing client assets across asset classes; High computer literacy including MS Office Suite; Strong working knowledge of Bloomberg; Excellent communication, client servicing, and business development skills.

Salary

Not specified

Benefits

Not specified

Contact InfoThe Bank of NT Butterfield & Son LimitedNo contact information available

Application Deadline

Mar 30, 2026

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