26 days old

Senior Portfolio Manager - 1900856

Bank of Hawaii
Oahu, Hawaii
  • Job Code
    171887

Senior Portfolio Manager - 1900856
Description

!*!

Does this sound like you?
Do you enjoy learning?  Do you thrive in an environment that leverages your abilities as a relationship-builder, good listener, and problem-solver?  Are you a self-starter, comfortable with the complexities that come with offering banking solutions?  If you love challenges, relish complexity, and are solutions-oriented, consider applying your unique talents with a Hawaii banking leader Bank of Hawaii.  You will work with internal partners and external clients to ensure the right products and services are offered at the right time. Welcome to your tomorrow!

 

A day in your life as a Portfolio Manager
Under the direction of the Fixed Income Manager, manages portfolios and maintains client relationships.  Also, maintains a competency in the financial markets. If applicable or appropriate, assists in business units compliance with

applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act. 

 

Well give you these important responsibilities

  • Manages discretionary portfolios for individual and institutional clients and mutual funds in compliance with portfolio objectives and risk parameters.
  • Analyzes and evaluates a wide range of information to maintain level of competency in financial markets and to formulate and give input to fixed income strategies.
  • Trades fixed income securities to align portfolios with their objectives and to achieve competitive performance.
  • Assists business development officers and trust officers with client retention and asset growth. Provides support to mutual fund wholesale effort. Assists in the maintenance of internal and external relationships related to trading, mutual funds and other third party vendors.
  • Maintains fluency in all applicable laws, standards and regulations.   Ensures that all assigned portfolios are in policy and regulatory compliance.
  • Develop personal skills to better serve our clients and provide training and guidance to less experienced portfolio managers and analysts.  
  • Performs all other miscellaneous responsibilities and duties as assigned.

Qualifications
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if you come to us with these qualifications
Education:

  • Bachelors degree in business, finance, mathematics, economics, or equivalent work experience.
  • Preference for an advanced degree (MBA) or professional certification (CFA, CFP, etc).

 

Experience:

  • Minimum 2 - 3 years of prior experience in portfolio management or related experience within the financial industry.
  • Demonstrated proficiency in the financial services/securities industry as a portfolio manager, trader or securities analyst. 
  • Possesses a competitive performance track record.

 

Technical Skills:

  • Demonstrated proficiency and expertise with personal computers and Microsoft applications (Outlook, Word, Excel, Access, and PowerPoint) or similar software. 
  • Knowledge of or ability to use Bank software and systems.

 

Other Job Qualifications:

  • Demonstrated verbal and writing communication skills.
  • Strong inter-personal and presentation skills.
  • Ability to work independently and under pressure of multiple changing priorities and deadlines.
  • Must be a critical thinker with the ability to explain complex ideas clearly and succinctly.
  • Able to work flexible hours including holidays, weekends and evenings as needed or assigned. 
  • Must be able to provide own transportation or to operate a vehicle with a valid drivers license, and able to commute and arrive at intended destination in a timely manner and/or as required.
  • Off island travel may be required.


Bank of Hawaii
In 1897, Bank of Hawaii was the first chartered and incorporated bank in the Republic of Hawaii. Weve been here from territorial days, growing and changing with Hawaii. Today, we are the largest independent bank in Hawaii a result of knowing our business and community, and always staying ahead of change. At Bank of Hawaii, we think of ourselves as forward thinking pace setters. We are constantly finding creative ways to deliver leading edge financial products and services to our customers.  Now more than ever, were focused on the needs of our customers and providing solutions they need.

 

Its our sales team who helps us succeed in providing solutions to retail customers, as well as large and small businesses in Hawaii.  As a member of the Bank of Hawaii community, you will be among the very best in your profession in an environment that places a high value on integrity, innovation and teamwork.  People who are agile, savvy, forward-thinking and entrepreneurial can learn and grow with us.

 

All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of any legally protected classification including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status.  Bank of Hawaii takes affirmative action in support of its policy to advance in employment legally recognized individuals including minorities, women, protected veterans and individuals with disabilities.


Job Function Banking/Lending
Primary Location Hawaii-Oahu
Schedule Full-time
Job Posting Sep 3, 2019, 3:58:31 PM
Unposting Date Ongoing

Categories

Posted: 2019-11-12 Expires: 2020-01-06
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Senior Portfolio Manager - 1900856

Bank of Hawaii
Oahu, Hawaii

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