Grade 47 - CFA Institute



Investment Portfolio Manager 3:

Atlanta, GA

SunTrust has an Investment Portfolio Manager 3 position available in Atlanta, GA in our Personal Asset Management Group for a high energy professional. This person will partners with our regional High Net Worth Client Advisors and Strategic Wealth Advisors by creating investment recommendations and strategies based on specific client needs In this position, you will manage discretionary and non-discretionary investment portfolios in accordance with an investment policy statement tailored for our clients within SunTrust Private Wealth Management through fee-based, revenue producing investment accounts. 

As an Investment Portfolio Manager (IPM), you will be responsible for operating within the framework of the governing account documents, federal and state statutes and regulations, fiduciary guidelines, and departmental policies and procedures.  You will be recommending and establishing investment strategies and implementing asset allocation programs designed to achieve specific account related investment goals and objectives.  Assets will be managed in accordance with SunTrust’s Private Wealth Managements comprehensive best investment thinking. Our “Best Thinking” investment solutions set available will include a blend of both affiliated and non-affiliated products that have been objectively chosen based on performance, style consistency, and risk.

The Investment Portfolio manager will utilize SunTrust’s ClearSight investment process to implement asset allocation programs for clients of Private Wealth Management. They will review and monitor assigned accounts daily using portfolio and overlay management systems to implement transactions aligned with client investment goals and objectives (growth, tax, risk management, etc.).  The IPM may interact directly with clients as needed. In this role the IPM will manage an account base of approximately 500+ relationships with $2B or more Assets Under Management and associated revenue exceeding $6MM.  The IPM is an expert in the field and is sought out by peers and co-workers for advice and assistance relating to investment expertise and client solutions.   

 

Minimum Requirements:

• Undergraduate degree in math, statistics, business or finance with a minimum of 7 years investment management industry experience, which should include experience as a portfolio manager working with discretionary and non-discretionary investment portfolios.

• Intermediate/advanced PC skills including standard Microsoft Office products and database applications.  Strong organizational skills and the ability to work on numerous tasks simultaneously.

• Solid verbal and written communication skills.  Demonstrated success working in a collaborative team environment.

• Demonstrates superior investment skills and knowledge and a thorough understanding and application of complex investment vehicles and strategies.

 

Preferred Requirements:

• MBA, CFA and/or CFP preferred.

 

SunTrust Bank is one of the nation's largest financial holding companies with 5 million customers, over $180 billion in assets, $124 billion in total deposits and more than 1,600 branches and 2,532 ATMs. SunTrust Bank, headquartered in Atlanta, Georgia serves consumer and commercial customers primarily in Alabama, Florida, Georgia, Maryland, North Carolina, South Carolina, Tennessee, Virginia, West Virginia and the District of Columbia, and also serves customers in selected markets nationally. SunTrust provides deposit, credit, trust and investment services to a broad range of retail, business and institutional clients. Other subsidiaries provide mortgage banking, credit-related insurance, asset management, brokerage and capital market services. Each SunTrust employee is devoted to providing every customer with solutions to their financial needs using a full range of technology-based channels including Internet, PC and Telephone banking. Our goal is nothing less than becoming the leading provider of financial services in the southeastern United States. SunTrust offers a comprehensive benefits package including medical and dental coverage, flexible spending accounts, life insurance, retirement plan, 401(k) Plan, vacation, paid holidays and discounted banking services. SunTrust supports a diverse workforce and is a Drug Screening and Equal Opportunity Employer, M/F/D/V

To apply for this position please click on the link below or visit SunTrust website career section and look for Investment Portfolio Manager 3 or 144628.



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