Portfolio Manager – Colchester, VT
The Trust Company of Vermont is seeking a Portfolio Manager at our Colchester office to join a team of seasoned professionals in providing comprehensive investment management solutions to our clients. The right candidate has a broad knowledge of equity and fixed income securities and is expert in communicating portfolio strategy in an easy-to-understand manner. This candidate should convey investment expertise, be able to leverage technology, and work as part of our Trust Investment Committee (TIC) in a fast-paced, service-oriented environment.
Job Location: Colchester, VT
Primary Responsibilities:
- Manage the assets of high-net-worth individuals, incorporating the specific aspects of taxable, IRA, Roth IRA, and irrevocable trust account considerations.
- Lead investment discussions in client meetings where portfolio strategies are described and client input is incorporated.
- Conduct individual equity and fund level research in support of broader investment team initiatives
- Using existing software, prepare comprehensive financial planning reports for clients, incorporating cash flow projections, retirement analysis, and asset allocation modeling.
- Execute trades across client portfolios, ensuring compliance with investment policies
- Monitor client portfolios for adherence to investment guidelines, asset allocation targets, and risk parameters
- Collaborate closely with colleagues in supporting client requests and ad-hoc analysis.
- Stay up to date on capital markets, investment products, and industry best practices.
Qualifications:
- 3+ years of client facing financial advisory experience with expert communication skills.
- 5+ years of investment industry experience, with broad understanding of investment products and strategies for high-net-worth individuals.
- Ability to perform fundamental research on securities using industry standard tools such as: Bloomberg, FactSet, CapitalIQ, and AlphaSense.
- Proficient in Microsoft Office suite and the ability to effectively learn and utilize new technologies.
- Ability to maintain confidentiality and high reputation in local community.
- Team player, willing to jump in wherever our growing company needs help and the ability to respond to ad-hoc requests in a timely manner.
Trust Company of Vermont (TCV) is a state-chartered trust and investment management firm serving individuals, families, and institutions. We have offices in Brattleboro, Burlington, Manchester, and Rutland, VT, and Keene, NH that serve clients across New England and beyond. TCV was chartered as of September 16, 1999, becoming Vermont’s first independent trust company. Today, TCV manages nearly $4 billion in client assets, yet still retains the personal feel of a small business.