Sr Portfolio Manager

Private Capital Management, a wholly owned subsidiary of SouthState Bank, is a Colorado based wealth management firm that has been in business for over 25 years. We pride ourselves on building authentic relationships and delivering a level of personalized service that our clients love. With a thoughtful approach to wealth management, we provide tailored investment portfolios and financial planning services to meet our client's unique needs and objectives. With a hybrid schedule and strong benefits package, we strive to make Private Capital Management a great place to work and would love for you to join our talented, growing team!

SUMMARY/OBJECTIVES

It is the responsibility of the Sr. Portfolio Manager to serve as a member of the Wealth Relationship team to deliver Investment Management Services to current and prospective clients.

ESSENTIAL FUNCTIONS

• Partner with a Wealth Advisor and other members of the Wealth relationship team in new business development and client relationship management activities
• Serve as primary source of investment communication with current and prospective clients
• Recommend, establish and monitor investment strategies in client accounts
• Will serve as a member of the Investment Committee and assist with various aspects of investment research to include manager research, due diligence, individual security, and macroeconomic analysis.
• Demonstrate a deep understanding of investment offerings
• Adhere to risk management and compliance according to all regulatory and internal policies and procedures.
• Will work on a team and may be involved in business line strategic planning meetings

The duties and responsibilities listed above may be revised at any time within the sole discretion of management without advance notice to or the consent of the employee.

OTHER DUTIES

• Accepts other duties and special project assignments as assigned.

COMPETENCIES

• Interpersonal skills to work on a team with client facing interaction, strong analytical ability with solid quantitative skills, proven problem solving skills. Strong attention to detail with ability to multitask and prioritize in a detail driven environment is required.

Qualifications, Education, and Certification Requirements

• Education: Bachelor's degree (BA/BS) required, preferably in Finance or Economics. Professional certifications/designations are a plus (CFA, CFP, etc.)
• Experience: Good interpersonal skills, strong communication skills (both written and verbal), interpersonal skills
• Certifications/Specific Knowledge: At least 7-10 years of relevant work experience in the investment services industry with a focus on managing investments for high net worth clients

TRAINING REQUIREMENTS/CLASSES

Required annual compliance training; New Employee Orientation

PHYSICAL DEMANDS

Must be able to effectively access and interpret information on computer screens, documents and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.

WORK ENVIRONMENT

This position is located in a private office

Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered.

TRAVEL

Travel is expected to attend client and department meetings.

Equal Opportunity Employer, including disabled/veterans.