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Trust Investment Portfolio Manager
2 months ago
Reference #: 149f1ea0-b6bc-4474-b323-d2876c6e9d20 Description
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. ESSENTIAL DUTIES and 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 EDUCATION and/or EXPERIENCE: Bachelor's degree in Business/Accounting/Finance. Internship or some other related industry experience preferred. Qualifications
Education Bachelors of Accounting (required) Bachelors of Finance (required)
Skills Portfolio Management (preferred) Trust Services (preferred)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
