Trust Portfolio Manager

Columbia Bank•South Jordan, UT

2d•$102,361 - $190,000•Hybrid

About The Position

A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the return on investment of assets under management and meet fiduciary objectives. Proven ability to grow a book of business within a team environment. Identify and cultivate new trust business opportunities through networking, referrals, and strategic outreach. Manage investment portfolios in accounts and assigned accounts within the confines of established policies and regulations. Assist in the management of the company’s investment process and strategic thinking. Perform a variety of written and verbal communication tasks and projects in order to ensure satisfactory completion and implementation of work or projects. Develop new business to further the strategic goals of the company. Ability to interpret financial statements and market data. Identify, assess, and mitigate risks associated with market dynamics, credit and liquidity. Proficient in global asset allocation strategies including alternative investments. Monitor and assess portfolio performance. Excellent communicator that builds trust with clients, business partners and management. Ability to explain complex financial concepts in simple terms. Write clear reports and deliver persuasive presentations. Strategic thinking and decision making. Familiarity with trust law, estate planning and fiduciary responsibilities. 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

B.A or B.S. in finance or accounting and/or equivalent combination of experience and training, required.
5 years of industry work experience, required.
Thorough understanding and ability to interpret moderately complex accounting literature and accounting pronouncements, regulations, practice, and theory, as well as the ability to apply this knowledge to day-to-day activities.
Intermediate computer skills with an emphasis on Microsoft Office products, including Excel and Word
Organizational and project management skills.
Effective team player.
Effective verbal and written communication skills.
Ability to meet bonding requirements for employment purpose.
Stays informed of developments in security markets.
Performs investment research.
High level of understanding of asset allocation strategies.
Skills and knowledge to manage individual equity or fixed income strategies.

Nice To Haves

Master of Business Administration and/or Chartered Financial Analyst designation, preferred.
5 years of Experience with trust software, preferred.

Responsibilities

Manage investment portfolios in accounts and assigned accounts within the confines of established policies and regulations.
Assist in the management of the company’s investment process and strategic thinking.
Perform a variety of written and verbal communication tasks and projects in order to ensure satisfactory completion and implementation of work or projects.
Develop new business to further the strategic goals of the company.
Identify, assess, and mitigate risks associated with market dynamics, credit and liquidity.
Monitor and assess portfolio performance.
Write clear reports and deliver persuasive presentations.
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

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
paid vacation, sick days, volunteer days, and holidays