Asst. Investment Officer - Portfolio Manager - Trust INVM WHE

WesBanco Bank, Inc. • Wheeling, WV

15d

About The Position

As Assistant Investment Officer/Portfolio Manager, you will learn and apply key
foundational investment and portfolio management concepts. You will develop a
current body of knowledge of economic and financial market trends and conditions
and their impact on portfolio construction. You will also prepare presentations
and compile supporting information for current clients in support of the
portfolio management team.

CUSTOMER SERVICE SKILLS:
Willingness to provide a level of service which will clearly differentiate us
from our competitors.

INTERPERSONAL SKILLS:
Professional demeanor in appearance, interpersonal relations, work ethic and
attitude.
Possess clear, concise, effective written and oral communication skills to
effectively express thoughts, ideas and concepts to management, bank employees
and bank customers in a collaborative and solutions oriented manner.
Interpersonal skills with co-workers, supervisors and clients.

Requirements

• Proficiency in mathematics, accounting, finance, and economics
• Strong communication skills
• Skills in relevant information technology to support portfolio management and business development responsibilities
• Ability to effectively present information and respond to questions from internal employees
• Ability to define problems, collect data, establish facts, and draw valid conclusions
• Bachelor's degree in business and/or finance or related discipline required.

Responsibilities

• Develops knowledge and understanding of investments and portfolio management concepts
• Assists portfolio managers, and management team, with day to day investment functions
• Prepares and presents written and oral reports to support the portfolio management team
• Develops proficiency in specialized portfolio management and reporting software
• Completes tasks and assigned projects according to established completion dates
• Participates in regular portfolio manager meetings and reviews the investment process and presentations for developmental purposes
• Develops and maintains knowledge of Bank products and services, policies and guidelines.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level