Bank of the West Sr Lead Portfolio Mgr in New York, New York

Sr Lead Portfolio Mgr


What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values—straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excellence, encourages creative thinking and respects diversity – an environment where team members are engaged, supportive of one another and enthusiastic about serving our customers. Bank of the West offers the stability of a company that has a 135 year history and is part of BNP Paribas, a European leader in global banking and financial services and one of the 6 strongest banks in the world. We offer opportunities across our diverse business lines – Retail Banking, Commercial Banking, National Finance, and Wealth Management.

Job Description Summary

Responsible for the investment management and client relations for various types of accounts, personal trusts and institutional plans. May also be responsible for the management of an investment style or an asset management product. Manages accounts of key importance or of a complex nature.

Essential Job Functions

  • Provides advice and guidance to trust account administrators with respect to investment policies and procedures.

  • Directs the preparation and maintenance of reports for the function. Prepares periodic reports for management and others as needed.

  • May supervise employees directly (i.e., selection, training, performance appraisal and work allocation).

  • Assists in developing departmental budgets.

  • Manages investment accounts of key importance or of a complex nature including meeting with clients on a periodic basis to review performance and discuss future strategies.

  • Recommends to the Regional Trust Administrative Committee the appropriate course of action on non-routine matters.

  • Maintains a continuous study of financial news, reports, digests, and financial services to keep informed of economic and financial conditions affecting markets subject to trust investment.

  • Ensures assigned accounts are in compliance with Bank audit and security standards, policies and procedures.

Other Job Duties

  • Assists in the establishment of investment policy, meets regularly with clients to review investment objectives and performance.

  • Oversees the activities related to management of clients' investment portfolios. Participates in and contributes to the development of investment products. Participates in the development of new business from existing or prospective customers. Monitors application of Style investment changes for thoroughness in applying changes after they are approved. Maintains an active and ongoing conversion to Strategy plan for each existing account being managed using a Strategy. Performs relationship support and/or investment support activities for agency accounts depending on client's preferences. Performs all primary client contact and support for activities in agency accounts to whom they are assigned.

  • Performs other duties as assigned.


Required Experience

  • Requires mastery level knowledge of job area typically obtained through advanced education combined with experience.

  • May have deep knowledge of project management.

  • Requires 10 years minimum prior relevant experience.


  • Bachelor's Degree


  • Thorough knowledge of economics, investment strategy, quantitative analysis, and risk assessment.

  • Analytical and research.

  • Compile statistics.

  • Compose letters/memorandums.

  • Coordinate meetings.

  • Demonstrated supervisory.

  • Develop office procedures.

  • Negotiation skills.

  • Perform math and analysis.

  • Presentation skills.

  • Research information.

  • Written and verbal communication.

  • Use of personal computer.

Equal Employment Opportunity Policy

Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.

Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations. #LI-CS1

Job: Portfolio Management

Location: United States-New York-New York

Requisition ID: 038726