Investment Manager Senior

Arden Trust Company provides industry-leading personal trust services designed to support families and preserve relationships for generations. As a professional trustee, we offer a depth of experience, technology and resources to handle trusts effectively. Our approach is rooted in fostering a meaningful partnership with the family's wealth management advisor to create a seamless trust experience. Together, we provide families with a holistic approach and specialized expertise, giving them peace of mind in every aspect of their financial lives.

SUMMARY:

This is an advanced professional role requiring high skill with extensive proficiency. Oversees the management of investments for fiduciary (irrevocable and revocable trust) and/or investment management accounts in support of Trust business objectives.

ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, the individual must be able to perform each essential duty satisfactorily.

• Participates with Trust Officers, Financial Advisors, Investment Committee members and clients to develop high-quality investment strategies/solutions based on management philosophy and customer objectives.
• Works independently with only administrative supervision and the ability to overcome major obstacles and recognize early when issues should be escalated or a senior peer/leader needs to be consulted.
• Wide latitude for independent judgment and is expected to provide guidance and cross-training to others.
• Delivers high quality service to Trust Officers, Financial Advisors, other internal partners and clients.
• Ensures execution of investment strategies to maximize returns commensurate with an acceptable level of risk.
• Performs investment research, stays informed of developments in securities markets, and confers with tax attorneys, accountants, Trust Officers, Compliance/Legal, etc. to determine legal consequences of investment decisions and resolve account problems.
• Participates in initial and ongoing due diligence for external parties utilizing Arden Trusts trustee services.
• Assists in all aspects of investment management activities for a dedicated group of accounts, including oversight of day-to-day management and monitoring of investment portfolios.
• Discusses portfolio positioning, securities held and general market and economic conditions with Trust Officers, Financial Advisors and clients.
• Cultivates and retains new trust and investment management accounts.
• Identifies issues and problems, responding quickly and decisively.
• Analyzes complex problems and identifies appropriate solutions, with contributions towards shaping and refining best practices for the firm.
• Provides advice and guidance to clients and trust personnel.
• Ensures compliance and consistency with company investment policy provisions.
• Analyzes ongoing performance of portfolios and underlying securities.
• Participates in initiatives requiring deep functional expertise.
• Other related duties as assigned or needed.

KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, the individual should have the following skills and abilities.

• Ability to form opinions on markets, individual securities and quality of investment strategies and managers.
• Excellent problem solving, independent decision making, analytical and time management skills managing multiple tasks/deadlines for self and others.
• Ability to work in a fast paced, high-pressure environment either independently or within a team.
• Excellent verbal and written communication skills to technical and non-technical audiences of various levels in the organization (e.g. executive, management, individual contributors) including the ability to communicate complex ideas and solutions to trust administrators and end clients in terms that are understandable.
• Strong work ethic and attention to detail.
• Proficiency in Microsoft Office software is essential and experience with Trust Accounting / Compliance systems is required.

SUPERVISORY RESPONSIBILITIES: None

EDUCATION AND/OR EXPERIENCE:

• 8+ years Portfolio Manager experience
• Bachelor's degree in Business Administration, Finance, or Economics or other related discipline or the equivalent combination of education, training, or work experience.

CERTIFICATES, LICENSES, REGISTRATION: CFA, CFP strongly preferred.

PHYSICAL DEMAND: The physical demands 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.

• Ability to sit at a computer for long periods of time in office environment.
• Ability to lift up to 20 pounds.
• Position is located in the Atlanta, GA office. Must be able to work in the office during scheduled work hours.

OTHER DUTIES: Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

INTERNAL APPLICANT POLICY:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

BENEFITS:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

DISCLOSURE:

By applying to a job at Arden Trust Company ( a subsidiary of Kestra Financial, Inc.), you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

KESTRA VALUES:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.