1 hour

Equity Strategy Product and Services Manager

Bank of Hawaii
Oahu, HI
  • Job Code

Equity Strategy Product and Services Manager-1800483

Does this sound like you?

Are you ambitious?  Want to make a difference in people’s lives?  Do you thrive in an environment that leverages your abilities as a fast learner, good listener, and problem-solver?   If you love challenges, relish complexity, and have moxie, consider applying your unique talents with a Hawaii banking leader – Bank of Hawaii.  Here you can be at the forefront of whatever you do. Welcome to your tomorrow!


A day in your life as an Equity Strategy Product and Services Manager

Under the direction of the Investment Management Services (IMS) Manager and Chief Investment Officer (CIO), the Equity Strategy Product and Services Manager oversees the development, management and supervision of TSG’s equity strategy product as well as the management and oversight of services which include portfolio trading, Performance Measurement, Portfolio Risk and Analytics. Ensures business unit’s compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act.


We’ll give you these important responsibilities…

  • Aligns the strategic and tactical direction of the department with those of TSG through focused goals and objectives via appropriate organizational structure and staffing. Supports and works with the CIO in Equity and Diversified portfolio development.
  • Responsible for the continued development, monitoring and performance of TSG’s investment strategy products. This includes the establishment of clearly defined evidence based methodologies to drive asset allocation and manager selection decisions.   Monitors Outside Managers, ensuring that due diligence is conducted and performance is maintained relative to contracted standards on a timely basis.  Monitors asset allocation of investment portfolios, ensuring that accounts are managed within limits established by the Investment Policy Statement (IPS) by monitoring, reporting and periodic rebalancing.
  • Responsible for the management of all employees in the section including staffing and scheduling, compensation, performance management, training and development.  Goal is to attract retain and motivate the team to achieve management business objectives and maintain a favorable employee relations climate. Responsible for the timely and effective management of Human Resources forms and documents relevant to immediate staff.
  • Ensures the services provided by Performance Measurement, Asset Allocation Portfolio Management, Investment Review Tracking, and the Portfolio Analytics and Risk Team are at or above standards including regulatory, audit and compliance standards.
  • Provides centralized support to Investment Management Services (IMS) for operating budget and forecasting plans. Responsible for financial management of IMS, including budget preparation, variance analysis and forecast updates.  Prepares and presents reports to executive management. Oversees vendor and Soft Dollar management, ensuring that all contracts are current and performing to standards and that all soft dollar spends adhere to Trading Committee mandates. Oversees the preparation and distribution of market updates to clients and client facing personnel.
  • Conducts organizational analysis, including ongoing business process improvements and procedures development for Investment Management Services.
  • Serves on Trust and Investment committees (e.g. Trust Executive Committee, Investment Policy Committee) as required or appropriate.
  • Performs all other miscellaneous responsibilities and duties as assigned.


…if you come to us with these qualifications…


  • Bachelors degree from an accredited institution, MBA and or CFA or equivalent work experience.



  • 10 years in the investment industry with emphasis on equity portfolio management and or equity manager selection and 3- 5 years of people management.
  • Strong data analytics capability and familiarity with portfolio manager selection methodologies and tools. 
  • Also requires significant project/process management experience in significant roles.


Technical Skills:

  • Demonstrated proficiency with personal computers and Microsoft applications (Outlook, Word, Excel, and PowerPoint) or similar software.
  • Knowledge of or ability to use Bank software and systems including investment management software.


Other Job Qualifications:

  • Proven leadership, management and team-building skills.
  • Strong interpersonal and influence skills as well as communication (verbal and written) skills.
  • Outstanding process and project management skills.



Bank of Hawaii

In 1897, Bank of Hawaii was the first chartered and incorporated bank in the Republic of Hawaii. We’ve been here from territorial days, growing and changing with Hawaii. Today, we are the largest independent bank in Hawaii – a result of knowing our business and community, and always staying ahead of change.  We are constantly finding creative ways to deliver leading edge financial services to our customers.  Now, we’re embracing change with our new 21st century banking.


It’s our people who help us succeed in offering first class service and products to our customers.  As a member of the Bank of Hawaii community, you will be among the very best in your profession in an environment that places a high value on integrity, innovation and teamwork.  People who are agile, savvy, forward-thinking and entrepreneurial can learn and grow with us.


All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of any legally protected classification including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status.  Bank of Hawaii takes affirmative action in support of its policy to advance in employment legally recognized individuals including minorities, women, protected veterans and individuals with disabilities.


Job Function Investments
Primary Location Hawaii-Oahu
Schedule Full-time
Job Posting Jun 22, 2018, 8:49:49 AM
Unposting Date Ongoing


  • Salary Questions

    Find out how your paycheck compares by industry, function, location, and more.

    Check Right Now

  • Resumes

    From creating the perfect resume to nailing the interview, this article is a must-read before you start your Job Hunt.

    Get Started Now

  • Set Up Your Job Alerts

    Be alerted when a job is posted that fits your professional criteria.

    Set Up Your Alerts Right Now

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Equity Strategy Product and Services Manager

Bank of Hawaii
Oahu, HI

Share this job

Equity Strategy Product and Services Manager

Bank of Hawaii
Oahu, hi

Separate email addresses with commas

Enter valid email address for sender.

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast