Trust Portfolio Management Associate

Burke & Herbert Bank & Trust • Beckley, WV

1d • Onsite

About The Position

Supports and executes activities related to the investment management process as well serving as a resource to Administrators and clients.

Requirements

• Strong oral and written communication skills.
• Excellent analytical skills.
• Attention to detail and executional excellence.
• Comprehensive knowledge of financial markets, securities and portfolio management.
• Knowledge of trading and trust accounting process along well as familiarity with basic word processing and spreadsheet applications.

Nice To Haves

• advanced degree preferred

Responsibilities

• Prepares account reviews and provides account recommendations in coordination with Trust Officers
• Trust Investment Committee member
• Prepares periodic quality reviews of equity holdings
• Develops specific asset allocations for individual clients in collaboration with assigned Trust Officers
• Constructs investment portfolios and coordinates the execution of trades as required
• Executes periodic rebalancing trades for client accounts to ensure consistency with states investment objective
• Addressing specific challenges within client portfolios such as asset concentrations and liquidity needs
• Maintains lists for preferred buys, potential sales, and other analytical data
• Validates trades have properly executed
• Addresses securities notices as received (reorg, etc.)
• Supports Trust Officers in meeting with clients regularly to review the performance of portfolios and to understand changing client circumstances that could impact the construction of the portfolio
• Performs individual account analysis
• Maintains and communicates research information
• Helps to ensure compliance with all policies and procedures
• Support Trust Officers in new business development and client retention
• Perform other duties as assigned.

What This Job Offers

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