Trust Investment Portfolio Manager

Farmers National Banc Corp.•Boardman Twp, OH

60d

About The Position

Responsible for account investment management , investment research, client service, and new business development. This position will assistant the Trust Investment Officers with investment research, strategy, and guidance, as well as meeting with clients in a group setting both in person and over the phone.

Requirements

Bachelor's degree in Business/Accounting/Finance.

Nice To Haves

Internship or some other related industry experience preferred.

Responsibilities

Maintain assigned client portfolios by processing transactions using InvestorsView and Trust Desk portfolio management systems by buying and selling securities while adhering to overall company investment strategy/guidance/recommendations
Assist in the investment research process by gathering pertinent financial data
Assist investment officers with preparing sector/equity review analysis
Help with the preparation and maintenance of custom models, fact sheets, and other investment materials
Maintain regular communications/meetings with assigned clients by reviewing investment portfolios, discussing investment strategy , and reviewing account performance. Most meetings include a trust administrative officer that is also assigned to the account .
Participate in new business development through internal and external networking, as well as meetings with prospective clients. This will involve support from other personnel until a sufficient level of experience is attained.
Provide necessary documentation and monitoring of compliance issues
Participate and provide input in internal meetings, committees, and decisions
Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
Regular, predictable attendance is an essential requirement of this position
Complete other duties as assigned