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Portfolio Manager

Company: Peapack-Gladstone Bank
Location: Teaneck
Posted on: May 13, 2022

Job Description:

DescriptionJob Title:Portfolio Manager FLSA Status:ExemptDepartment:Trust - InvestmentsReports to Reports to:Senior Managing Director, Chief Investment OfficerPosition Summary:Portfolio Managers participates in investment activities to support the investment team. Works with clients to establish strategic investment objectives consistent with the client's risk profile and implement bank portfolio strategies in client portfolios. Work with Wealth Advisors to support the new business efforts of the firm.Position Responsibilities:+ Work with clients and prospects to appropriately risk profile them and help set the client's strategic objective that is consistent with their risk tolerance.+ Maintain new and existing client relationships including informing clients of market conditions and economic trends. Report on portfolio performance.+ Work with Wealth Advisors to assist with sales and marketing activities.+ Support and coordinate the trading and portfolio rebalancing activities for client portfolios assigned.+ Conduct investment research to support the investment activities of the firm. May be assigned to one or more investment teams - Strategy; Fixed Income; Equity; Manager Selection; or Model. + Understanding the client's investment objectives and generate an investment policy statement consistent with their strategic objective.+ Complete compliance activities as required to maintain consistence with the firm's policies.+ Maintain a working knowledge of market, economic, political, and other relevant topic areas appropriate for investment professions.+ Responsible for communicating and answering questions directly with clients regarding comments and concerns.+ Coordinate and maintain a client communication plan for each client in conjunction with other Bank associates.+ Develops, prepares, and distributes equity screens for investment idea generation as required.+ Conducts equity research by reviewing and analyzing company investor material and sell side research for the purposes of stock selection as required.+ Conduct credit analysis on corporate bonds as required+ Maintains trading models on the bank's trading platform as required.+ Blocks and execute trades as required.+ Maintain the confidentiality of the Bank and its customers.+ Provides excellent customer service to the Wealth Management clients.Essential Skills and Experience:+ Degree in business, finance, or related field preferred+ Ability to interact effectively and tactfully with Wealth Management clients and Bank personnel from other departments either in person or over the telephone+ Working knowledge of Microsoft Access, Outlook, Word, Excel, and Internet Explorer+ Excellent oral and written communication skills required+ Ability to read, write and speak English clearly+ Knowledge of own department's operations, policies, and procedures+ Must be an organized, independent, and detail-minded individualNonessential Skills and Experience:+ Attends required special events as needed as a representative of the Bank+ Special projects and other related duties as assigned+ Maintain a neat and orderly work areaReporting to this position:+ NonePhysical Demands and Work Environment:The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions:+ Physical Demands: While performing the duties of this job, the employee is required to walk; sit; stand; use hands; fingers; reach with hands and arms; stoop; talk or hear. The employee may occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distant vision, color vision, peripheral vision, depth perception and the ability to adjust focus.+ Work Environment: While performing the duties of this job, the employee is exposed to weather conditions prevalent at the time. The noise level in the work environment is usually minimal.Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Keywords: Peapack-Gladstone Bank, Paterson , Portfolio Manager, Executive , Teaneck, New Jersey

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