Trust Portfolio Manager 1
About The Position
The Trust Portfolio Manager works closely with Portfolio Managers to support the overall investment function, with an emphasis on executing investment programs that meet the objectives of assigned relationships. The role manages a book of portfolios within investment policy guidelines and compiles investment research from various resources to contribute to the Trust Investment Committee. The position involves executing investment transactions, supporting asset allocation, monitoring and maintaining approved securities lists, conducting due diligence and annual regulatory reviews, and assisting with client meetings and new business proposals. The role also supports special projects and follows all regulatory compliance policies and procedures. Work is generally performed indoors in environmentally controlled conditions. Overnight travel may be necessary on a limited basis.
Requirements
- Bachelor’s degree in a related field.
- Familiarity with a broad range of trust and investment services.
- Familiarity with overall investment markets.
- Strong attention to detail.
- Computer proficiency in Word, Excel, Access, and PowerPoint.
- Excellent written and verbal communication skills.
- Familiarity with tax and regulatory issues.
- Willingness to attend Trust School.
Nice To Haves
- 3–5 years of relevant experience preferred.
Responsibilities
- Directly purchase, sell, and redeem investment securities.
- Work with portfolio managers on asset allocation for client portfolios.
- Monitor the Division’s approved securities daily.
- Support and maintain approved equity, mutual fund, and exchange-traded fund securities lists, including preparing for Trust Investment Committee meetings.
- Perform due diligence on the Division’s closely held securities lists.
- Conduct annual Reg 9 reviews in collaboration with Trust Administrative Officers.
- Meet with prospective and existing clients to review financial objectives and accounts.
- Support new business development officers by preparing proposals and client presentations.
- Assist Trust Portfolio Managers with special projects as assigned.
- Adhere to regulatory compliance policies and procedures.
- Participate in community-based activities.
Benefits
- Paid time off.
- Paid parental leave.
- Medical, dental, and vision coverage.
- 401(k) match.
- Comprehensive training programs and ongoing professional development.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
