Description

The Portfolio Manager is responsible for managing portfolios for an assigned book of business and providing general support for the portfolio management team.  

• Manage and monitor portfolios for an assigned book of business.
• Prepare new account and annual Reg 9 reviews.
• Oversee performance reporting for accounts.
• Prepare client meeting summary plan documents and recommendations.
• Monitor accounts for any client investment guideline violations, updates and changes.
• Understand and be able to communicate the current positioning of all firm strategies, recent changes in key holdings or sectors, and investment results relative to benchmarks.
• Responsible for research and analysis for investment products and strategies.
• Support asset management leadership and Senior Portfolio Managers in account management, research and other assigned responsibilities.
• Maintain and enhance investment knowledge through continuing education and development.
• Participate in client meetings or portfolio review calls as requested.
• Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares’ BSA/AML Policy and Procedures.

Requirements

Position requires a bachelor’s degree or higher in finance or related field and a thorough knowledge of stocks, bonds, mutual funds/exchange traded funds.

• 3 to 5 years of experience preferred. 
• CFA Level 1 or is preferred or working towards the designation.
• Excellent computer skills including Microsoft Excel and Word. Experience with FactSet, Bloomberg and Morningstar is a plus.
• Ability to effectively express ideas orally and in writing, prepare business correspondence, summarize complex reports, and make verbal presentations and recommendations.