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Senior Trust Investment Manager

2 months ago

Erie, Pennsylvania, United States Northwest LLC Full time


The Senior Trust Investment Manager at Northwest LLC plays a pivotal role in overseeing client investment portfolios. This position involves making informed daily investment choices, executing strategies outlined by the Chief Investment Officer, and managing the assigned investment portfolios effectively.


Key Responsibilities

  • Engage with clients to evaluate and discuss investment strategies.
  • Propose adjustments to portfolios and assess investment performance.
  • Analyze returns and risks associated with various investment components.
  • Monitor the financial health of securities within the investment portfolios.
  • Stay updated on market trends and assess their impact on investment portfolios.
  • Maintain collaborative relationships with traders and investment community members to ensure timely execution of investment decisions.
  • Participate as a member of the Trust Investment Committee.
  • Oversee bond and equity investments for individual trust and advisory clients.
  • Optimize investment returns while managing acceptable risk levels.
  • Conduct thorough research to support prudent and timely investment decisions.
  • Initiate actions for the purchase and sale of securities.
  • Collaborate with clients and administrators to establish investment objectives.
  • Provide comprehensive investment advice and guidance.
  • Stay informed about legal and tax implications of investment strategies.
  • Develop and communicate investment strategies to clients and prospects.
  • Draft and manage client correspondence.
  • Ensure compliance with Trust policies and procedures.
  • Schedule and conduct regular client meetings.
  • Perform routine investment reviews as necessary.
  • Review financial and investment markets on a daily basis.
  • Coordinate customer documentation and agreements.
  • Ensure data integrity and accuracy in documentation.
  • Manage personal workload and workflow efficiently.
  • Assist in setting personal performance goals and targets.
  • Identify potential referrals from existing client accounts.
  • Analyze client needs accurately.
  • Recommend suitable investment and trust alternatives.
  • Conduct presentations and meetings with prospective clients.
  • Finalize agreements with clients.
  • Prepare information for RFP requests.
  • Promote cross-selling of other Northwest products and services.
  • Suggest improvements to operational procedures.
  • Utilize available technology tools to enhance efficiency.
  • Ensure accurate information is relayed to Trust Operations.
  • Oversee system coding for individual accounts.
  • Minimize departmental non-payroll expenses.
  • Adhere to established Trust department fee schedules.
  • Ensure compliance with Northwest's policies and Federal/State regulations.
  • Utilize Microsoft Office Software and department-specific applications to maximize efficiency.

Qualifications
To excel in this role, candidates must demonstrate proficiency in fulfilling essential duties. The qualifications outlined below represent the necessary knowledge, skills, and abilities required for success.

Education
Bachelor's Degree in Business, Finance, or a related field is preferred.

Preferred Work Experience
  • 12 years of investment experience within a trust department or Registered Investment Advisor (RIA).

General Knowledge, Skills, and Abilities
  • Ability to foster effective working relationships and collaborate in problem-solving and decision-making.
  • Proficient in presenting ideas clearly and concisely, both orally and in writing.
  • Strong active listening skills to facilitate understanding and information sharing.
  • Capability to establish actionable plans to achieve specific goals and effectively monitor progress.
  • Sound judgment in decision-making processes, particularly in ambiguous situations.

Additional Skills and Knowledge
Ability to analyze financial data, knowledge of economic principles and market dynamics, and client relationship management expertise.

Licenses and Certifications
CFA, CFP, CIMA are preferred qualifications.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities


The contractor will not discriminate against employees or applicants based on inquiries about compensation.