BBVA Compass

Senior Portfolio Officer II

Job ID
2017-108506
AZ-PHOENIX-GAINEY RANCH
Category
WEALTH MANAGEMENT
US-AZ-SCOTTSDALE
FLSA Status
EXEMPT
Type
FULL TIME

Overview

At BBVA, we’re working to make banking better for everyone. That’s where you come in. We’re looking for smart, team-oriented people who want to be part of a first-class workforce that gives people the tools they need to meet their financial goals, all while delivering an outstanding client experience. Learn more below.

Responsibilities

The  Portfolio Manager will manage assigned client relationships which may include personal trusts, agency, estate, charitable, pension, and institutional accounts. Accounts are directly held by Portfolio Managers reporting to the Dir IWM Portfolio Management.

The incumbent will meet with clients to formulate account objectives and administrative requirements and maintains a continuous program of oral and written communication, verifying client objectives and reports on our performance in meeting these objectives and identify opportunities to expand the relationship.

 

ESSENTIAL FUNCTIONS

  • Manage client investment portfolios of stocks, bonds, mutual funds, and other investment vehicles.
  • Help to grow assets under management by both participating in business development efforts and by growing client portfolios.
  • Serve as both client portfolio manager and, as appropriate, client relationship manager.
  • Periodically report to the client on these investments and results in person and/or writing.
  • Extensive experience with foundations, endowments, and Taft-Hartley accounts.
  • Reports on performance of meeting client's goals and objectives.
  • Identify opportunities to expand the relationship
  • Appropriately measure Risk tolerance and asset allocation on the portfolio
  • Analyze and advise on investment decisions, including both equity and fixed income securities.
  • Meet with clients to explain investment process including the value of owning both fixed income securities and equity securities, portfolio returns, and the macro-economic environment.
  • Manage on a proactive basis an existing client book.
  • Analyze and research individual companies by reading corporate 10K’s, company presentations and sell side research.
  • Create financial models that will include income statement, balance sheet and cash flow analysis and forecasts.
  • Present security recommendations in a clear and concise manner both in written formats and verbally in front of committees

Qualifications

Qualifications

  • Bachelors Degree
  • CFA, CFP, or MBA preferred
  • Minimum five (5) years portfolio management experience
  • Business Development Skills
  • Education: Bachelor’s Degree.
  • Preferred: Series 6, 7, and 63 licenses.
  • Software Skills: Competency with Microsoft Office Suite and Excel applications. Knowledge of Bloomberg. Ability to link Excel spreadsheets to Bloomberg. Experience with Trust Systems.

Supervisory Responsibility

Trust Portfolio Manager III and IV may have lead responsibilities and provide work direction to lower level Portfolio Managers.

 

Physical Requirements/ADA

 

  • No unusual physical requirements.  All work is typically performed in a comfortable indoor facility.
  • Job requires the ability to see information in print and/or electronically.
  • Job requires frequent sitting, talking, hearing and handling objects with hands.
  • Job occasionally requires standing, walking, reaching or lifting up to 10 pounds.
  • Job typically has routine deadlines, usually with sufficient lead time.
  • Variance in work volume is usually predictable and priorities can be anticipated.
  • Some interruptions are present and may involve occasional exposure to demands and pressures from persons other than immediate supervisor.
  • Travel or other inconveniences are minimal and usually have advance notice.

 

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