Vice President, Portfolio Manager at Midwest Trust Company · Addison, TX · Joined
MC
Vice President, Portfolio Manager
Midwest Trust Company · Addison, TX · Just now · 0 applicants
NewOn-siteFull-timeManager
Pay
Pay not listed
Workplace
On-site
Job type
Full-time
Level
Manager
Source: jobright · Posted by joined-scrapper
About the role
Midwest Trust Company is hiring a Vice President, Portfolio Manager to manage discretionary investment portfolios and provide investment advice to high-net-worth and institutional clients. The role focuses on portfolio strategy, fiduciary oversight, client relationships, business development, and investment research.
What you’ll do
Manage discretionary investment portfolios
Advise high-net-worth and institutional clients
Ensure fiduciary oversight of client accounts
Manage client relationships and support business development
Conduct investment research and portfolio strategy
Collaborate across multidisciplinary teams
What you’ll need
Bachelor's degree in Finance, Economics, Accounting, Business Administration, or related discipline
4–7+ years of progressively responsible portfolio management or investment advisory experience
Strong understanding of portfolio construction, asset allocation, equity and fixed income markets, investment research, and risk management
Experience working with high-net-worth individuals, trusts, retirement plans, or institutional clients
Original job description
Midwest Trust Company seeks a Vice President, Portfolio Manager to manage discretionary investment portfolios and advise high-net-worth and institutional clients. The role combines portfolio strategy, fiduciary oversight, client relationship management, business development, investment research, and collaboration across the firm.Bachelor's degree in…