Portfolio Manager - Trust INVM

WesBanco Bank, Inc. • Fort Thomas, KY

5h

About The Position

In this role, you will participate in portfolio construction and ongoing portfolio management. You will also maintain a current body of knowledge of economic and financial market trends and conditions and their impact on portfolio construction. You will be responsible for preparing presentations and compiling supporting information for current clients and for developing new business by promoting investment management services.

Requirements

• Working knowledge of investment management.
• Familiarity with fiduciary principals and prudent investing concepts.
• Knowledge of fixed income securities and their inclusion in an investment portfolio.
• Proficiency in mathematics, accounting, finance, and economics.
• Strong business development tools.
• Skills in relevant information technology to support portfolio management and business development responsibilities.
• Bachelor’s Degree in Business and/or Finance or related discipline.
• Minimum of five years of Portfolio Management experience with a Trust Department or Asset Management Company.

Nice To Haves

• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation is preferred.

Responsibilities

• Participate in portfolio construction and ongoing portfolio management.
• Maintain a current body of knowledge of economic and financial market trends and conditions and their impact on portfolio construction.
• Prepare presentations and compile supporting information for current clients.
• Develop new business by promoting investment management services.
• Prepare and maintain data on current and prospective investments.
• Maintain a current body of knowledge of economic trends and conditions.
• Participate in the preparation and presentation of reports to existing clients and new business proposals.

What This Job Offers

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