Investment Trust Portfolio Supervisor

2 weeks ago


Howland Twp, United States Farmers National Full time

Position Overview: The role involves overseeing client investment portfolios, conducting investment analysis, providing client support, and fostering new business opportunities. This position collaborates closely with Trust Investment Officers to deliver comprehensive investment research, strategic insights, and client engagement through both in-person and virtual meetings.

Key Responsibilities:

  • Manage designated client portfolios by executing transactions through portfolio management systems, ensuring alignment with the company's investment strategies and recommendations.
  • Support the investment research process by collecting relevant financial information.
  • Assist investment officers in preparing detailed sector and equity analysis.
  • Contribute to the development and upkeep of tailored investment models, fact sheets, and related materials.
  • Engage in regular communication with clients to review investment strategies and assess account performance, often in collaboration with a trust administrative officer.
  • Participate in business development initiatives through networking and meetings with potential clients, receiving guidance from experienced personnel until proficiency is achieved.
  • Ensure compliance by providing necessary documentation and monitoring compliance-related issues.
  • Engage actively in internal meetings, committees, and decision-making processes.
  • Complete all required training, including BSA (Bank Secrecy Act) and Anti-Money Laundering protocols, while adhering to all relevant regulations.
  • Maintain consistent and reliable attendance as a fundamental requirement of the role.
  • Perform additional duties as assigned.

Qualifications:

  • A Bachelor's degree in Business, Accounting, or Finance is required.
  • Prior internship or relevant industry experience is preferred.

Skills:

  • Portfolio Management experience is preferred.
  • Familiarity with Trust Services is preferred.

Farmers National Banc Corp. is an Equal Opportunity Employer, committed to diversity and inclusion in the workplace.



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