VP & Senior Portfolio Manager

2 months ago


Johnstown, United States AmeriServ Financial Full time

SUMMARY OBJECTIVE:

Actively monitor, manage, and formally review (as required), all assigned investment portfolios including; trust, investment, advisory, agency, corporate, Pathroad, and institutional accounts. Conduct on-going and assigned research while participating in Asset Selection, Account Acceptance and Compliance Committees.

ESSENTIAL FUNCTIONS:

1. Closely adhere to Company policies and procedures, particularly regarding investment management guidelines, client objectives, and annual review requirements.

2. Provide prompt and courteous response to client inquiries, and active communication with account administrative officers and clients.

3. Initiate action to accurately effect security purchase and sales orders.

4. Keep informed of trends and developments in the economy and capital markets.

5. Assist in day-to-day guidance of support staff.

6. Monitor, review, and manage the investment portfolios of all assigned accounts, especially those that are more complex or critically important to the success of the Company.

7. Assist and promote business development efforts in a direct and supporting capacity as practical and feasible.

8. Proactively call upon assigned client accounts while maintaining an exemplary client retention ratio.

9. Perform additional projects as assigned.

10. Maintain all professional credentials and certifications while pursuing continuing education to maintain knowledge and proficiency.

11. Assure delivery of quality service and investment performance results for clients consistent with account circumstances, client needs and expectations in accordance with established industry benchmarks agreed upon with management.

12. Provide technical and quantitative expertise in managing and improving internal systems and program software used for the performance measurements, presentation materials, and other ongoing development.

13. Perform maintenance and reporting operation for performance calculations and presentation for individual and composite measurements.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

SUPERVISORY RESPONSIBILITY:

This position does not require supervision of employees.

WORK ENVIRONMENT:

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

PHYSICAL DEMANDS:

The employee is frequently required to: 1) Type or otherwise work with fingers; 2) Talk expressing or exchanging ideas by means of the spoken word. Those activities in which they must convey detailed or important spoken instructions to other workers or clients accurately, loudly, or quickly; 3) Hearing - perceiving the nature of sounds at normal speaking levels with/without correction. Ability to receive detailed information through oral communication and make the discriminations in sound; 4) Specific vision abilities required by this job include: viewing a computer monitor; extensive reading along with travel as required.

Sedentary work may require occasionally lifting of up to 10 pounds and/or move up to 25 pounds. This work involves sitting most of the time with walking and sitting.

TRAVEL:

Extensive travel is required for this position and (could include overnight stays)

COMPETENCIES:

1. Strong Communication Proficiency (Written and Oral)

2. Strong Interpersonal Skills

3. Customer/Client Focus

4. Deadline Oriented

5. Strong Leadership Ability

6. Strong Analytical Skills

7. Ethical Conduct

REQUIRED/ PREFERRED EDUCATION and EXPERIENCE:

A bachelor's degree in Economics, Finance, Accounting or Business Administration or similar field along with a minimum of eight (8) years direct or related experience to include a minimum of three (3) years portfolio management experience. CFA or CIMA is also required. Excellent analysis and interpersonal skills desired, as well as the ability to help develop new business.


  • VP & Portfolio Manager

    3 months ago


    Johnstown, United States AmeriServ Financial Full time

    ESSENTIAL FUNCTIONS: 1. Closely adhere to Company policies and procedures, particularly regarding investment management guidelines, client objectives, and annual review requirements. 2. Provide prompt and courteous response to client inquiries, and active communication with account administrative officers and clients. 3. Initiate action to accurately effect...


  • Johnstown, Pennsylvania, United States AmeriServ Financial Full time

    SUMMARY OBJECTIVE:Assist in the Loan Review Program to mitigate loss impacts, evaluate the integrity of the bank's loan portfolio, and ensure adherence to established lending policies and quality standards. This role primarily involves independent analysis of financial data and the interpretation of financial assessments (e.g., liquidity, leverage, cash flow...


  • Johnstown, Pennsylvania, United States The Ladders Full time

    SUMMARY OBJECTIVE:Oversee, evaluate, and consistently assess all designated investment portfolios, including trust, advisory, corporate, and institutional accounts. Engage in ongoing research and participate in Asset Selection and Compliance Committees.ESSENTIAL FUNCTIONS:Strictly follow company policies and procedures, especially regarding investment...

  • Vice President

    1 week ago


    Johnstown, Pennsylvania, United States The Ladders Full time

    SUMMARY OBJECTIVE:Oversee, evaluate, and actively manage all designated investment portfolios, which encompass trust, advisory, agency, corporate, and institutional accounts. Engage in continuous research while contributing to Asset Selection, Account Acceptance, and Compliance Committees.ESSENTIAL FUNCTIONS:Strictly comply with organizational policies and...


  • Johnstown, New York, United States CENTURY LINEN & UNIFORM LLC Full time

    Job OverviewCentury Linen and Uniform stands as the premier Commercial Healthcare Laundry Operation in New York.As a dynamic and expanding organization, we continuously seek skilled professionals to enhance our workforce.Experience the difference by touring our facilities and discovering our innovative approach.Our dedicated team of over 1000 members...


  • Johnstown, Pennsylvania, United States AmeriServ Financial Full time

    SUMMARY OBJECTIVE:Contribute to the Loan Review Program as designated, aiming to mitigate loss impacts, evaluate the integrity of the bank's loan portfolio, and ensure compliance with established lending policies and quality standards. This role primarily involves independent execution of tasks requiring a solid understanding of financial data and the...


  • Johnstown, United States Senior Lifestyle Corporation Full time

    Company Description Do you have HEART? We are looking for individuals who can embrace our mission to purposely brighten and enrich the lives of those we serve with HEART; Hospitality, Excellence, Appreciation, Respect & Teamwork. In this role you will be responsible for providing assistance to residents in the Wellness Program with their activities of daily...


  • Johnstown, United States Plug Power Full time

    Plug Power is the industry leader providing hydrogen fuel cell systems for material handling equipment, backup power and E-mobility applications. The Product Certification Engineer is responsible for organizing and spearheading various product certif Engineer, Certification, Project Management, Senior, Business Services, Power


  • Johnstown, Pennsylvania, United States Senior LIFE Full time

    About Senior LIFE:Senior LIFE is a cutting-edge health managed organization providing medical services for the elderly.Job Summary:We are seeking a self-starter to join our dynamic growing team as a Director of Provider Networks.Responsibilities:Negotiate contracts with healthcare providers to ensure seamless service delivery.Maintain a robust provider...

  • Med Passer

    3 months ago


    Johnstown, United States New Perspective Senior Living LLC Full time

    Job DescriptionJob DescriptionThe Caregiver Med Passer, is responsible for providing the highest degree of quality care and services by administering medication and treatments in a safe organized manner. This includes administration of medications, documentation of medication administration and resident care while demonstrating New Perspective Senior...


  • Johnstown, Pennsylvania, United States Senior LIFE Full time

    About the Role:We are seeking a seasoned professional to join our team as a Director of Healthcare Partnerships at Senior LIFE. As a key member of our organization, you will play a crucial role in developing and maintaining our network of healthcare providers.Key Responsibilities:Negotiate and manage contracts with healthcare providers to ensure seamless...

  • Management Trainee

    3 months ago


    Johnstown, United States Enterprise Holdings Full time

    Overview Start your career with Enterprise Mobility! We’re hiring immediately for our respected Management Training Program. Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can count on a career path with a clear beginning and an open end that’s full of...


  • Johnstown, Pennsylvania, United States Heritage Ridge Senior Living at Johnstown Full time

    Heritage Ridge Senior Living at JohnstownJob Summary:We are seeking a highly skilled and compassionate Physical Therapist Assistant to join our interdisciplinary team at Heritage Ridge Senior Living at Johnstown. As a key member of our rehabilitation team, you will play a vital role in providing high-quality care to our residents, working closely with our...


  • Johnstown, Pennsylvania, United States Enterprise Holdings Full time

    OverviewStart your career with Enterprise Holdings! We're hiring immediately for our respected Management Training Program.Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can count on a career path with a clear beginning and an open end that's full of opportunities....


  • Johnstown, Pennsylvania, United States H.F. Lenz Company Full time

    Position Overview:H.F. Lenz Company, a prominent consulting engineering firm, is in search of a Senior Plumbing and Fire Protection Engineer. We specialize in comprehensive engineering, design, and construction management services, serving both private and public sectors.Key Responsibilities:The selected candidate will be tasked with the technical design of...

  • Assistant Manager

    4 weeks ago


    Johnstown, Pennsylvania, United States Arbys Full time

    Arby's - Immediate Assistant Manager NeededAre you passionate about providing delightful experiences and leading a team to success at Arby's?Arby's is looking for a highly skilled and motivated Assistant Manager to join our team. As an Assistant Manager, you will play a crucial role in ensuring that company policies are followed, profits are optimized, and...


  • Johnstown, Pennsylvania, United States Concurrent Technologies Corporation Full time

    Senior Information Systems Security Officer (ISSO)Concurrent Technologies Corporation is in search of a Senior Information Systems Security Officer.Key Responsibilities:Oversee system administration for a network utilizing Active Directory (AD), Group Policy Objects (GPO), and associated network services.Execute installation, configuration, and maintenance...

  • Assistant Manager

    4 weeks ago


    Johnstown, United States Arbys Full time

    Arby's - Immediate Assistant Manager NeededAre you passionate about providing delightful experiences and leading a team to success at Arby's?Arby's is looking for a highly skilled and motivated Assistant Manager to join our team. As an Assistant Manager, you will play a crucial role in ensuring that company policies are followed, profits are optimized,...

  • Server

    2 months ago


    Johnstown, United States New Perspective Senior Living LLC Full time

    Job DescriptionJob DescriptionAt New Perspective, we value a socially interactive and healthy dining experience and it starts with the quality of service provided by the server. Your primary responsibility is to use your knowledge, hospitality, and service skills to ensure that residents and guests are enjoying their dining experience. In addition to...


  • Johnstown, United States New Perspective Senior Living Full time

    Our Caregivers are the heart to our organization. They provide daily quality care, engaging activities, and enrichment programs to our residents assisting them to Live Life on Purpose. This opportunity is a perfect fit for compassionate, patient individuals who are wanting to make a difference by caring for others, making people smile and living life to the...