Trust Portfolio Manager

First Financial Corporation Indiana • Dayton, TN

145d

About The Position

If you are a detail-oriented investment professional who thrives on helping clients achieve their financial goals, our Trust Portfolio Manager role may be the perfect fit! In this role, you will provide proactive investment management services, develop customized portfolios, and build strong client relationships. Join us and take the next step in your financial services career!

Requirements

• Bachelor's degree required; MBA, CFP, or CFA preferred.
• Minimum 3 years of investment management experience with a strong knowledge of modern portfolio theory and investment performance analysis.
• Strong analytical and problem-solving skills with a client-focused approach.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); experience with Bloomberg is preferred.
• Ability to build long-term client relationships and work effectively in a team environment.
• Comfort in delivering presentations and discussing investment strategies with high-net-worth clients.
• Ability to commute to the primary work location and occasionally to other work locations within driving distance.
• Ability to remain in a stationary position for up to 75% of an eight (8) hour workday.
• Ability to review information and details at close range (within a few feet).

Responsibilities

• Analyze, monitor, and manage client investment portfolios to optimize returns while minimizing risk.
• Partner with clients and Personal Trust Officers to identify financial needs and develop investment strategies.
• Construct customized investment portfolios aligned with client goals, including asset allocation and diversification.
• Stay current on economic trends, market movements, and regulations to refine investment strategies.
• Use Bloomberg, Morningstar, and FI360 to evaluate portfolios and make mutual fund recommendations.
• Present investment solutions and performance updates to clients and prospects.
• Identify and recommend relevant bank products to support overall financial wellness.
• Represent First Financial Bank through community involvement, networking, and volunteerism.

Benefits

• Medical, dental, vision, and employer-paid life and disability insurance.
• 401(k) match, Employee Stock Ownership Program (ESOP), and banking benefits.
• Paid time off, including 11 Federal Reserve bank holidays.
• Tuition assistance and professional development programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Rental and Leasing Services
• Education Level: Bachelor's degree
• Number of Employees: 501-1,000 employees