|Location:||Tarrytown, NY (10591)|
|Job Type:||Full Time|
Clarfeld|Citizens Private Wealth headquartered in Westchester, New York, with 13 regional offices across the country, is a leading wealth management firm. For more than three decades Clarfeld's team of CFAs, CPAs, attorneys and CFP®s provide full investment and wealth management services; comprehensive income tax and estate tax planning, structuring, compliance and governmental representation capabilities; and highly personalized concierge family office services. Clarfeld offers innovative solutions crafted for the sophisticated needs of high-net-worth individuals, families and foundations and has cultivated long-lasting client relationships through multiple market cycles. Clarfeld presently manages and advises on over $17 Billion in assets; offering a wide scope of services, expertise and research, while intimately focusing on each client's unique circumstances.
The Portfolio Management Group (PMG) is responsible for the day-to-day management of Citizens Private Bank and Institutional client portfolios. A Centralized Portfolio Manager provides portfolio management services for high net worth and institutional client accounts within the Private Bank. This is a middle office position, responsible for assisting a team of portfolio managers in the management of the day/day strategies, objectives, risk/return and liquidity needs for clients under management. The role will include interfacing with internal and external customers and groups to help facilitate the management, support and expansion of the fixed income product lineup.
Additionally, the role will consist of in-depth credit analysis work. This job component will involve conducting detailed research and analysis of market data, trends and other factors related to the financing and overall fiscal health of state and local governments and corporate issuers. Preparation of credit reports and recommendations will be fundamental in the decision-making process during the portfolio construction and ongoing maintenance of client portfolios. The corresponding research will be disseminated and used by Portfolio and Relationship Managers as support for fielding questions regarding market exposures within a broader investment context.
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.Equal Employment OpportunityCitizens, its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability or perceived disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.Equal Employment and Opportunity Employer/Disabled/Veteran Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.