Sr. Investment Officer/Portfolio Manager - Trust INVM LEX

WesBanco Bank, Inc. • Fort Thomas, KY

24d

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

• Strong written and verbal communication skills.
• Ability to communicate effectively.
• Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank’s policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
• 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.
• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation is preferred.

Responsibilities

• Possess a working knowledge of investment management.
• Prepares and maintains data on current and prospective investments.
• Maintains a current body of knowledge of economic trends and conditions.
• Familiarity with fiduciary principals and prudent investing concepts.
• Participates in the preparation and presentation of reports to existing clients and new business proposals.

What This Job Offers

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