Trust Investment Analyst

Columbia Bank • Portland, OR

1d • $60,000 - $90,000

About The Position

About the Role: A Trust Investment Analyst performs trade execution, portfolio maintenance, compliance, preparation of performance reports, analysis of stocks, bonds, and mutual funds, and related activities to meet the goals and objectives of the Trust Company. Assist the portfolio management team in the management of trust accounts Contribute investment ideas to the strategy teams Assist in administrative aspects of the department’s risk management results relating to investments Coordinate with Portfolio Managers to ensure a high level of client service Coordinate with Portfolio Manager to ensure a high level of compliance, audit, and risk management results Perform a variety of tasks related to ensuring full compliance with all rules and regulations associated with the trust portfolio Author informal and formal written communications for internal and/or external customers, management, employees, and others, to include memoranda and e-mails Initiate trades in the rebalancing process efficiently and without overdrafts or failed trades Initiate mutual fund trades, purchases, and sales for new accounts and to meet the cash demands of existing clients Execute trades in individual equity and fixed income securities as directed by Portfolio Managers Assist trust administrators and trust assistants with investment-related issues arising in trust accounts, including proposals for investment strategies, selection of mutual fund models, analysis of liquidity requirements, and other account-specific investment issues Prepare investment reviews as directed Assist in the preparation of Prudent Investor Act documentation and client investment policy statements Serve as a liaison between the company and its performance software vendor Analyze performance reports to assure accurate reporting to clients Prepare and maintain the company’s composite investment results Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice” May perform other duties as assigned.

Requirements

• Bachelor’s degree or Master of Business Administration in finance or a related discipline (preferred)
• 3-5 years — Three years in trade execution and settlement, performance measurement, or other investment-related functions in either a brokerage firm or trust department (Required)
• Moderately advanced spreadsheet and word processing skills, including the ability to create graphs, use complex Excel formulas, and make PowerPoint presentations for Trust sales opportunities and seminars
• Ability to operate various software applications involved in the Trust Investment function
• Effective time management and organizational skills
• Effective interpersonal skills to relate to a variety of upper-level managers, executives, directors, customers, and employees
• Public relations skills, including tact, diplomacy, and patience
• Ability to manage confidential information
• Ability to work on several projects simultaneously and with a variety of employees, managers, and executives
• Occasional travel

Nice To Haves

• Working toward CFA designation (preferred)

Responsibilities

• Performs trade execution, portfolio maintenance, compliance, preparation of performance reports, analysis of stocks, bonds, and mutual funds, and related activities to meet the goals and objectives of the Trust Company.
• Assist the portfolio management team in the management of trust accounts
• Contribute investment ideas to the strategy teams
• Assist in administrative aspects of the department’s risk management results relating to investments
• Coordinate with Portfolio Managers to ensure a high level of client service
• Coordinate with Portfolio Manager to ensure a high level of compliance, audit, and risk management results
• Perform a variety of tasks related to ensuring full compliance with all rules and regulations associated with the trust portfolio
• Author informal and formal written communications for internal and/or external customers, management, employees, and others, to include memoranda and e-mails
• Initiate trades in the rebalancing process efficiently and without overdrafts or failed trades
• Initiate mutual fund trades, purchases, and sales for new accounts and to meet the cash demands of existing clients
• Execute trades in individual equity and fixed income securities as directed by Portfolio Managers
• Assist trust administrators and trust assistants with investment-related issues arising in trust accounts, including proposals for investment strategies, selection of mutual fund models, analysis of liquidity requirements, and other account-specific investment issues
• Prepare investment reviews as directed
• Assist in the preparation of Prudent Investor Act documentation and client investment policy statements
• Serve as a liaison between the company and its performance software vendor
• Analyze performance reports to assure accurate reporting to clients
• Prepare and maintain the company’s composite investment results
• Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training.
• Keeps up to date on regulation changes.
• Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
• Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
• May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
• Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
• Takes personal initiative and is a positive example for others to emulate.
• Embraces our vision to become “Business Bank of Choice”
• May perform other duties as assigned.

Benefits

• We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.
• We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays.
• Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees