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PWM Investment Manager

Location Southfield, Michigan Req. Number199129 Category Management, Investment Full/Part Time F Shift 1st Shift

Description

Job Summary:

The Investment Manager is responsible to meet with the firm's clients to articulate Clarfeld’s investment views, portfolio positioning, strategic asset allocation decisions, tactical investment trades and reallocations as well as macroeconomic viewpoints and industry updates.In addition, he or she should be well versed in the firm’s market views, overall investment outlook and strategic asset allocation.Furthermore, the candidate should possess a high proficiency and understanding of the firm’s current investment managers; inclusive of their process, strategy, underlying portfolio characteristics as well as current & historical performance and ongoing market and asset class developments.

Essential Duties/Responsibilities

·Meet with firm client base to provide insight on all investment related issues

·Articulate Firm’s Investment Philosophy and Process to clients/prospects

·Explain investment portfolio construction and corresponding manager selection with clients

·Understanding of Strategic Asset Allocation and adequate risk profiling of clients/prospects

·Review Investment Performance Reports with clients and familiarity with attribution of returns

·Implement and oversee portfolio trades/implementationas necessary with clients

·Provide ongoing & ad hoc investment education firm clients

·Respond to all investment based queries from firm clientele in an efficient and qualified manner

·Knowledge of all investment related communication (quarterly reports, trade theses, etc.)

·Ongoing due diligence on all firm investments inclusive of peer analysis/review

·Field all client requests and ad hoc investment/research projects

Qualifications

  • Qualifications/Requirements:

    ·Seasoned investment professional focused on delivering exceptional client service

    ·Desire to drive exceptional outcomes with results orientation and attention to detail

    ·Record of success as a self-starter capable of taking a leadership roles

    ·Team-orientation with strong ability to multi-task and manage time appropriately

    ·High emotional intelligence and appreciation for diversity of thought

    ·Excellent verbal and written communication skills

    Education/Training/Experience:

    ·Bachelor’s Degree

    ·5-10 Years of related investment experience 

    ·Experience in client facing roles 

    ·CFA Charterholder preferred

    ·CFP a  plus

    ·Experience at top tier investment firm preferred


Hours and Work Schedule
Hours per Week: 40 Hours
Work Schedule: Monday - Friday

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.

Equal Employment Opportunity

It is the policy of Citizens Bank to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer/Disabled/Veteran

Citizens Bank is a brand name of Citizens Bank, N.A. and each of its respective subsidiaries.