Portfolio Manager

4 weeks ago


Johnstown, Pennsylvania, United States AmeriServ Financial Full time

Job Summary:

AmeriServ Financial seeks a highly skilled Portfolio Manager to join our team. As a key member of our investment management team, you will be responsible for managing investment portfolios for our clients, providing exceptional customer service, and contributing to the growth and success of our company.

Key Responsibilities:

  • Portfolio Management: Manage investment portfolios for assigned clients, ensuring that their financial goals and objectives are met.
  • Client Service: Provide prompt and courteous service to clients, responding to their inquiries and concerns in a timely and professional manner.
  • Investment Research: Conduct thorough research on investment opportunities, staying up-to-date on market trends and economic developments.
  • Team Collaboration: Work closely with other team members to achieve business objectives, sharing knowledge and expertise to drive success.
  • Business Development: Assist in the development of new business opportunities, identifying and pursuing potential clients and partnerships.

Requirements:

  • Education: Bachelor's degree in Economics, Finance, Accounting, or Business Administration.
  • Experience: Minimum of 5-7 years of direct or related experience, including 3 years of portfolio management experience.
  • Certifications: CFA, CIMA, MBA, or active enrollment in these programs is strongly preferred.

Work Environment:

This role operates in a professional office environment, requiring frequent use of standard office equipment and software.

Travel:

Extensive travel is required for this position, including overnight stays.

Competencies:

  • Strong Communication Proficiency (Written and Oral)
  • Strong Interpersonal Skills
  • Customer/Client Focus
  • Deadline Oriented
  • Strong Leadership Ability
  • Strong Analytical Skills
  • Ethical Conduct

Physical Demands:

The employee is frequently required to type, talk, and hear, with specific vision abilities required for computer work and travel.



  • Johnstown, Pennsylvania, United States Enterprise Holdings Full time

    Career Path with a Clear Beginning At Enterprise Holdings, we're looking for talented individuals to join our Management Training program. As a Management Trainee, you'll embark on a rewarding career path with opportunities for growth and development. Our structured program is designed to equip you with the knowledge and skills necessary to excel in...


  • Johnstown, Pennsylvania, United States Silver Tree Residential, LLC Full time

    About the Role:Silver Tree Residential, LLC is seeking a reliable and quality-focused Facilities Technician/Attendant to join our team. As a Facilities Technician/Attendant, you will be responsible for the prompt and efficient performance of all tasks assigned by the Community Director and/or Facilities Director.Key Responsibilities:Perform routine...


  • Johnstown, Pennsylvania, United States Enterprise Holdings Full time

    OverviewWe are seeking a highly motivated and ambitious individual to join our Management Training program at Enterprise Holdings.In this role, you will have the opportunity to start your career in a dynamic and fast-paced environment, where you will learn the skills and knowledge needed to excel in sales, marketing, finance, and operations.You will be based...


  • Johnstown, United States AmeriServ Financial Full time

    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: Closely adhere to...

  • Management Trainee

    6 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, United States MSCCN Full time

    Job Posting: Office Manager Assistant with Growth Potential Company: Stormer Retirement Solutions Location: Johnstown, PA Position: Office Manager Assistant About Us Stormer Retirement Solutions is dedicated to providing exceptional retirement planning services to our clients. With a focus on personalized solutions, we strive to empower individuals to...


  • Johnstown, United States Stormer Retirement Solutions Full time

    Job Posting: Office Manager Assistant with Growth Potential Company: Stormer Retirement Solutions Location: Johnstown, PA Position: Office Manager Assistant About Us Stormer Retirement Solutions is dedicated to providing exceptional retirement planning services to our clients. With a focus on personalized solutions, we strive to empower individuals to...


  • Johnstown, United States Stormer Retirement Solutions Full time

    Job Posting: Office Manager Assistant with Growth Potential Company: Stormer Retirement Solutions Location: Johnstown, PA Position: Office Manager Assistant About Us Stormer Retirement Solutions is dedicated to providing exceptional retirement planning services to our clients. With a focus on personalized solutions, we strive to empower individuals to...

  • Account Manager

    6 months ago


    Johnstown, United States JACAM Full time

    Work Environment: Indoors and outdoors, with driving involved. Employee could be faced with working in temperature extremes. Employee must be able to lift and carry 100 pounds, manual dexterity and mechanical aptitude helpful. Use of safety equipment to include, but not limited to: hardhat, safety glasses, hearing protection, work boots, gloves, and H2S...

  • Account Manager

    3 months ago


    Johnstown, United States JACAM Full time

    Work Environment: Indoors and outdoors, with driving involved. Employee could be faced with working in temperature extremes. Employee must be able to lift and carry 100 pounds, manual dexterity and mechanical aptitude helpful. Use of safety equipment to include, but not limited to: hardhat, safety glasses, hearing protection, work boots, gloves, and H2S...


  • Johnstown, United States Sinclair Broadcast Group Full time

    WJAC has an amazing opportunity for a sales professional to join our team of integrated marketing consultants. We help local businesses grow by designing creative and effective client campaigns that drive business results through cross-platform solutions including digital and broadcast. If you are motivated by seeing your clients succeed and want the ability...


  • Johnstown, United States Sinclair Broadcast Group Full time

    WJAC has an amazing opportunity for a sales professional to join our team of integrated marketing consultants. We help local businesses grow by designing creative and effective client campaigns that drive business results through cross-platform solutions including digital and broadcast. If you are motivated by seeing your clients succeed and want the ability...

  • Eat n Park

    2 weeks ago


    Johnstown, United States Eat'n Park Full time

    At Eatn Park Restaurants, we pride ourselves on consistently creating smiles for our guests. We offer extremely flexible schedules to meet your work/life needs and offer a career development path for all of our restaurant team members. Eatn Park Restaurants is part of Eatn Park Hospitality Group, a regional portfolio of foodservice concepts serving 50...


  • Johnstown, United States Eat'n Park Full time

    The pay rate for this position starts at $11 / hour, with the opportunity for more based on experience. While we are accepting all applications, we need people who can work 3-11PM. At Eatn Park Restaurants, we pride ourselves on consistently creating smiles for our guests. We offer extremely flexible schedules to meet your work/life needs and offer a career...


  • Johnstown, PA, United States Sinclair Broadcast Group Full time

    WJAC has an amazing opportunity for a sales professional to join our team of integrated marketing consultants. We help local businesses grow by designing creative and effective client campaigns that drive business results through cross-platform solutions including digital and broadcast. If you are motivated by seeing your clients succeed and want the ability...


  • Johnstown, PA, United States Sinclair Broadcast Group Full time

    WJAC has an amazing opportunity for a sales professional to join our team of integrated marketing consultants. We help local businesses grow by designing creative and effective client campaigns that drive business results through cross-platform solutions including digital and broadcast. If you are motivated by seeing your clients succeed and want the ability...