Trust Investment Analyst
Umpqua Bank•Portland, OR
328d•$61,070 - $80,000
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About The Position
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. Responsibilities include assisting the portfolio management team in the management of trust accounts, contributing investment ideas to the strategy teams, and coordinating with Portfolio Managers to ensure a high level of client service and compliance. The role also involves executing trades, preparing investment reviews, and maintaining compliance with bank regulations.
