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Assistant Portfolio Manager

4 months ago

Mooresville, United States Old North State Trust Full time
Job DescriptionJob DescriptionSalary:

If you would like to work for a growing company that has an affirming culture supported by its published core values, invests liberally in employee learning and development, has fun employee meetings, outings and employee recognition programs, supports local non-profits and community service activities, is a great group of people to interact with every day, and has competitive pay and outstanding benefits... Old North State Trust may be the right place for you.

 

Old North State Trust is a Greensboro, NC based financial services firm specializing in investment, trust and estate services and we are seeking candidates for the position of Assistant Portfolio Manager.  


The Associate Portfolio Manager plays a crucial role in supporting the activities of a portfolio management team within an investment firm or financial institution. This person works with portfolio manager(s) and operations staff to perform a variety of duties to support the investment team. They serve as a portfolio manager’s primary point of contact with investment operations, trust officers, compliance, and relationship managers; they develop & lead practice management routines to promote efficient and effective practices and support the teams in overall asset management strategy.


As an Assistant Portfolio Manager, you will:


Account Maintenance and Administrative Support:

  • Assist in the onboarding of new clients/assets to ensure a smooth transition and understanding of their financial objectives.
  • Update policies/procedures used as a guideline for performing monthly tasks
  • Review and code incoming and existing asset holdings to ensure compliance with regulatory reporting.
  • Update monthly Trust Investment Committee (TIC) databases using Bloomberg/Morningstar queries.
  • Maintain and update, as necessary, Investment Policy Statement (IPS) database.
  • Create and update monthly extract used for new asset setup classifications and industry/sector performance tracking.
  • Assist with operational trade date/settlement date file imports, dividend posting, review custody bridge
  • Monitor assets for voluntary and mandatory corporate actions and adjustment of positions across portfolios (i.e., Stock splits, tender offers, name/cusip changes, mergers & acquisitions, spin-offs etc…)


Compliance and Regulation:

  • Assist and provide solutions for compliance of periodic investment account regulatory reviews
  • Stay informed of relevant financial regulations and ensure portfolio management activities comply with legal and regulatory requirements for periodic account reviews.
  • Update and submit quarterly Securities and Exchange Commission (SEC) 13F reporting requirements for institutional investment managers
  • Contribute to the development and implementation of compliance policies and procedures by providing necessary data/ad hoc reporting during audit periods.


Investment Strategy & Support:

  • Assist in the construction and maintenance of investment portfolios based on client objectives, risk tolerance, and market conditions.
  • Maintain and update model investment portfolios used for trading/rebalancing
  • Collaborate with senior investment personnel/Trust Officers to develop and implement investment strategies.
  • Create hypothetical investment proposals used for investing or raising cash.
  • Update portfolio management software used to analyze performance monitoring and rebalancing decisions.
  • Provide input on asset allocation decisions.


Portfolio Management Research & Analysis:

  • Assist in the day-to-day monitoring of investment portfolios, including asset allocation, out of balance accounts, trade execution, and rebalancing.
  • Assist in conducting financial market research and analysis to identify investment opportunities.
  • Monitor market trends, economic indicators, and financial news to make informed investment decisions.
  • Collaborate with internal/external clients to implement investment strategies based on client goals and risk tolerance.
  • Implement risk management strategies to safeguard client portfolios against market volatility.


Client & Team Interaction:

  • Communicate with clients and address client inquiries by providing relevant information.
  • Assist in preparing client reports and presentations on portfolio change strategies.
  • Interact with other team members, including portfolio managers, relationship managers, trust officers, trust administrators and senior management team to provide comprehensive client solutions.
  • Participate and contribute to various internal committee meetings as needed.


The ideal candidate will have:

  • Bachelor's degree in finance, economics, business administration, or related field.
  • 1-2 years of private asset management experience or trust investments/operations
  • Excellent financial, mathematical and statistical skills; can work with complex databases and/or quantitative tools.
  • A demonstrated ability to communicate well, verbally and in writing, with clients, partners and internal stakeholders.
  • Software experience: Microsoft Office (Superb Excel skills is a must), Bloomberg, Factset, Black Diamond, Greenhill, Morningstar, FI360, InfoVisa, Ndex, Kwanti


Old North State offers competitive compensation and benefits.


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