We have other current jobs related to this field that you can find below
-
Investment Portfolio Strategist
5 days ago
Charleston, West Virginia, United States Burke & Herbert Bank Full timeJOB DESCRIPTIONSummary/ObjectiveThe Portfolio Manager at Burke & Herbert Bank is responsible for assisting Relationship Managers in the development of new lending opportunities and the oversight of the credit portfolio. This position requires close collaboration with the origination team and credit risk management to effectively structure transactions,...
-
Regional Vice President of Investment Sales
3 months ago
Charleston, United States Staffing in Motion Full timeJob Description Firm: Large global portfolio management firm with over 200 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance, asset allocation and securities preferences. Fee based platform that offers global portfolio management solutions. Role: In this home based outside sales role, you...
-
Portfolio Manager
2 months ago
Charleston, United States Burke & Herbert Bank Full timeJOB DESCRIPTIONSummary/Objective The Portfolio Manager will support Relationship Managers in the origination of new loans and management of credit portfolio. This role will work closely with the origination team and credit risk management in structuring transactions, reviewing and analyzing financial statements, conducting due diligence, assessing credit...
-
Portfolio Manager
2 months ago
Charleston, United States Burke & Herbert Bank & Trust Full timeJob DescriptionJob DescriptionJOB DESCRIPTIONSummary/ObjectiveThe Portfolio Manager will support Relationship Managers in the origination of new loans and management of credit portfolio. This role will work closely with the origination team and credit risk management in structuring transactions, reviewing and analyzing financial statements, conducting due...
-
Community Manager
2 weeks ago
Charleston, United States Sentry Management Full timeJob DescriptionJob DescriptionSentry Management is an industry leader in full-service community association management. Our purpose is to nurture communities we are all proud to call home by putting our communities first, enhancing property values by supporting the board’s endeavors and improving the lifestyles of residents. Our community managers and...
-
Portfolio Community Manager
3 months ago
Charleston, United States Ravenel Associates Full timeJob DescriptionJob DescriptionSalary: commensurate with experiencePortfolio Community ManagerRavenel Associates Inc. is searching for an experienced Portfolio Community Manager to manage premier regimes and HOA communities in Charleston County at an upscale Resort island. A Portfolio Community Manager is responsible for providing the overall supervision of...
-
Commercial Loan Compliance and Portfolio Manager
2 weeks ago
Charleston, United States SC Community Loan Fund Full timeJob DescriptionJob DescriptionSalary: $65,000ANNOUNCEMENTThe South Carolina Community Loan Fund (SCCLF) is seeking a qualified and experienced Commercial Loan Compliance and Portfolio Manager (CLCPM).POSITION SUMMARYThe Commercial Loan Compliance and Portfolio Manager (CLCPM) role is a challenging and rewarding opportunity to support the organization's...
-
Charleston, United States CBRE Full timeJob ID: 179285 Posted: 07-Aug-2024 Service line: Role type: Full-time Areas of Interest: Construction, Data & Analytics, Data Centers, Digital & Technology/Information Technology Location(s): Remote - US - United States of America About the role: We are seeking a highly experienced and detail-oriented Sr Data Center Asset Management Portfolio Manager to join...
-
Maintenance Supervisor
4 days ago
Charleston, United States Office Manager Full time $25 - $32Job DescriptionJob DescriptionJoin Our Team as a Maintenance Supervisor! Are you a skilled and dedicated maintenance professional looking for a new opportunity to showcase your talents? Look no further! Our apartment community is seeking a Maintenance Supervisor to lead our maintenance team and ensure the smooth operation of our large complex.**Position: **...
-
Portfolio Community Association Manager
3 hours ago
Charleston, South Carolina, United States CAMS Full timePosition OverviewCAMS (Community Association Management Services) is in search of a committed professional to fill the role of Community Manager. Our organization values a nurturing environment, opportunities for advancement, and adaptable work schedules. In this position, you will oversee homeowner associations and cultivate strong relationships with boards...
-
Accounting Manager for Investment Funds
5 days ago
Charleston, West Virginia, United States Brookfield Properties Full timePosition: Fund AccountantLocation: Charleston, SCCompany Overview:Brookfield Properties is a prominent player in the real estate sector, specializing in the management and operation of a vast portfolio of properties. Our commitment to innovation and excellence has established us as a leader in the industry, dedicated to enhancing the communities we...
-
Office Administrator
1 month ago
Charleston, West Virginia, United States Peacock Properties LLC Full timeBenefits:401(k)Dental insuranceHealth insuranceVision insurancePeacock Properties is growing We are currently looking to add our newest team member in the role of Office Administrator. This person will provide critical support to our team and clients.Core responsibilities to include:Triaging company's main inbox and responding to owners on a daily basis6D...
-
Financial Solutions Advisor Registration Candidate
2 months ago
Charleston, United States Bank of America Full timeFinancial Solutions Advisor Registration Candidate - Consumer Investments - Westwood Plaza Financial Center page is loaded Financial Solutions Advisor Registration Candidate - Consumer Investments - Westwood Plaza Financial Center Apply locations Charleston time type Full time posted on Posted 2 Days Ago job requisition id 24023493 Job Description: This job...
-
Portfolio Community Association Supervisor
6 hours ago
Charleston, South Carolina, United States CAMS Full timePosition OverviewCAMS (Community Association Management Services) is in search of a committed professional to fill the role of Community Manager. Our organization emphasizes a nurturing environment, opportunities for advancement, and adaptable work settings. In this position, you will oversee homeowner associations and cultivate strong connections with...
-
Portfolio Community Association Supervisor
5 days ago
Charleston, South Carolina, United States CAMS Full timePosition OverviewCAMS (Community Association Management Services) is on the lookout for a committed professional to take on the role of Community Manager. Our organization emphasizes a nurturing environment, opportunities for advancement, and adaptable work schedules. In this position, you will oversee homeowner associations and cultivate strong...
-
Investment Fund Accountant
5 days ago
Charleston, West Virginia, United States Brookfield Properties Full timePosition: Fund AccountantLocation: Charleston, SCCompany Overview:Brookfield Properties is a prominent player in the real estate sector, specializing in the management and operation of a vast portfolio of properties. Our commitment to leveraging technology in the real estate market has positioned us as a leader in providing quality housing solutions across...
-
Marketing Manager
1 month ago
Charleston, United States Darco International Inc Full timeJob DescriptionJob DescriptionOverview DARCO International is seeking a US Marketing Manager with a minimum of 1-3 years of experience to join our dynamic team. As the US Marketing Manager, you will be responsible for ensuring that our US office develop brand-compliant marketing materials, coordinates DARCO US tradeshow events, and increases our social...
-
Chief Information Security Officer
5 days ago
Charleston, West Virginia, United States Pioneer search Full timeLocation:London Salary: GBP165000 – GBP185000 per annum + Full Package – Bonus,Benefits Type: PermanentChief Information Security Officer (CISO) – Global Asset Management – Permanent – HybridPioneer is exclusively engaged to recruit a Chief Information Security Officer (CISO) for a prominent global Asset Management firm. This role presents a...
-
Charleston, West Virginia, United States College Corner Full timePosition Overview:The Chief Engagement Officer for Parental Relations and Philanthropy is tasked with fostering connections within the College Corner's parent and family community, ultimately aiming to secure and finalize significant annual contributions that align with the institution's primary objectives.Key Responsibilities:Strategic Development:...
-
Marketing Manager
1 month ago
Charleston, United States Darco International Inc Full timeJob DescriptionJob DescriptionBenefits:401(k)401(k) matchingDental insuranceHealth insurancePaid time offVision insuranceOverviewDARCO International is seeking a US Marketing Manager with a minimum of 1-3 years of experience to join our dynamic team. As the US Marketing Manager, you will be responsible for ensuring that our US office develop brand-compliant...
Investment Officer/Portfolio Manager
2 months ago
Job Title - Department
Investment Officer/Portfolio Manager - Trust Investments
Location
This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be One Bank Plaza, Wheeling, WV; WesBanco Center CHS South, Charleston, WV; Gihon Village, Parkersburg, WV or Wexford, Wexford, PA.
MarketUpper Ohio Valley
Work Hours per Week
37.5
Requirements
Bachelor's degree in business and/or finance or related discipline required.
Minimum of three years of Portfolio Management experience with a Trust Department or Asset Management Company required.
Job DescriptionSUMMARY:
As Investment Officer/Portfolio Manager, you will participate in portfolio construction and ongoing portfolio management. You will maintain a current body of knowledge of economic and financial market trends and conditions and their impact on portfolio construction. You will also prepare presentations and compile supporting information for current clients and develop new business by promoting investment management services.
CUSTOMER SERVICE SKILLS:
Willingness to provide a level of service which will clearly differentiate us from our competitors.
INTERPERSONAL SKILLS:
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner.
Strong written and verbal communication skills.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Possesses a working knowledge of investment management.
Prepares and maintains data on current and prospective investments.
Maintains a current body of knowledge of economic trends and conditions.
Maintains familiarity with fiduciary principals and prudent investing concepts.
Participates in the preparation and presentation of reports to existing clients and new business proposals.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Knowledge of fixed income securities and their inclusion in an investment portfolio.
Proficiency in mathematics, accounting, finance, and economics.
Strong business development tools.
Skills in relevant information technology to support portfolio management and business development responsibilities.
Ability to effectively present information and respond to questions from prospective and existing clients as well as internal employees.
Ability to work with mathematical concepts such as probability and statistical inference, and apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Ability to define problems, collect data, establish facts, and draw valid conclusions.