Associate II - Portfolio Management

Sandy Spring Bancorp
Richmond
Workplace: OnsiteFull timeFunction: Product ManagementExperience: 3+ yearsEducation: bachelorsSkills: ["Independent work","Client communication","Portfolio monitoring","Problem solving"]

Manage client investment portfolios to meet financial objectives while balancing risk and return. Own asset allocation, security selection, portfolio implementation, cash management, and ongoing portfolio monitoring. Conduct regular client portfolio reviews and investment research, and provide investment guidance. Support reporting by preparing summaries of investment transactions and portfolio status for management, while maintaining required regulatory compliance documentation.

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Sandy Spring Bancorp
Sandy Spring Bancorp
1 day ago

Associate II - Portfolio Management

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Manage client investment portfolios to meet financial objectives while balancing risk and return. Own asset allocation, security selection, portfolio implementation, cash management, and ongoing portfolio monitoring. Conduct regular client portfolio reviews and investment research, and provide investment guidance. Support reporting by preparing summaries of investment transactions and portfolio status for management, while maintaining required regulatory compliance documentation.
Location: Richmond
Workplace: Onsite
Employment Type: Full time
Job Function: Product Management
Seniority: Mid level

Key Responsibilities

  • •Manage client investment portfolios to help achieve financial objectives while balancing risk and return.
  • •Determine portfolio allocation and manage cash and securities, including debt and equities.
  • •Conduct investment research and ongoing portfolio monitoring, including regular client portfolio reviews.
  • •Prepare reports on investment transactions and portfolio status for submission to management.
  • •Support administration of investment transactions and help resolve routine account discrepancies and client reporting needs.

Pay and Benefits

Perks:MedicalDentalVisionLife InsuranceDisability CoveragePaid Leave401kWellness Stipend

Key Requirements

  • •Bachelor's degree required; equivalent education and experience may be considered.
  • •Typically requires 3–5+ years prior experience with practical knowledge of the job area.
  • •Working independently with general supervision in portfolio management responsibilities.
  • •Ability to handle difficult but not typically complex problems and influence others through explanation of facts, policies, and practices.
Experience:3+ yearsAsset managementInvestment management
Education:Bachelor's
Skills:Independent workClient communicationPortfolio monitoringProblem solving

Company Brief

Sandy Spring Bancorp
Bank holding company for Sandy Spring Bank, providing commercial and personal banking, lending, treasury management, and wealth services across the Mid-Atlantic region. Serves businesses, individuals, and nonprofit organizations through a branch and digital banking network.
Industry: Banking
Company Size: Large (251 to 1,000 employees)
Revenue: USD 100M to 250M
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Olney, United States
Founded: 1868
WebsiteLinkedIn