Investment Trust Portfolio Supervisor
2 weeks ago
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.
-
Business Treasury Relationship Executive
2 weeks ago
Howland Twp, United States Farmers National Full timePosition Overview: The individual in this role will be accountable for driving the external sales of business deposit accounts along with a comprehensive suite of Treasury products and services. The focus will be on establishing and nurturing relationships with external clients and collaborating with internal partners to deliver effective solutions tailored...
-
Business Treasury Relationship Executive
2 weeks ago
Howland Twp, United States Farmers National Full timePosition Overview: The role entails overseeing the external sales of corporate deposit accounts along with a comprehensive suite of Treasury products and services. The individual will cultivate strong relationships with external clients and collaborate with internal teams to deliver effective solutions tailored to client requirements.KEY...
-
Business Treasury Solutions Manager
2 weeks ago
Howland Twp, United States Farmers National Full timePosition Overview: The Treasury Management Relationship Manager is tasked with driving the external sales of business deposit accounts alongside a comprehensive suite of Treasury products and services. This role emphasizes the importance of building robust relationships with both external clients and internal stakeholders to facilitate effective referrals...
-
Financial Investment Analyst
2 weeks ago
Radnor Twp, United States Essent Guaranty Full timeCompany Overview:Essent Group Ltd (NYSE: ESNT) is a Bermuda-based holding entity that operates collectively with its subsidiaries, known as "Essent." We are dedicated to supporting the housing finance sector by providing private mortgage insurance, reinsurance, risk management solutions, and title insurance services to mortgage lenders, borrowers, and...
-
Retail Operations Supervisor
2 weeks ago
Brick Twp, United States DSW Full timePosition Overview:The Retail Operations Supervisor plays a crucial role in supporting store management by engaging in various functions such as customer service, merchandising, omni-channel activities, and inventory management to enhance sales performance.As representatives of the brand, we are committed to delivering a shopping experience that fulfills both...
-
Transactions Supervisor
5 days ago
Van Buren Twp, United States JPMorgan Chase Full timeAre you a dynamic leader who thrives in a production-based environment that offers a platform for career growth?As a Transactions Supervisor in Receivables Operations, you will manage a team processing daily document transactions and extraction of checks and remittances. The firm's Receivables Operations division enables customers to accept traditional...
-
RN Supervisor
2 weeks ago
East Norriton Twp, United States SNF Rehab & Healthcare Full timeRegistered Nurse (RN) Supervisor RATE: $35- $50 BENEFITS: Same Day Pay!! Generous Sign-on Bonus!! Refer a friend Bonus!! Weekly Employee Appreciation Event- “Thankful Thursday” Monthly Gift Giveaways!! Exciting Attendance Program!! Medical, Dental & Vision Insurance Life Insurance Disability Insurance 401K Holiday Pay Paid Time...
-
Senior Security Site Supervisor
2 weeks ago
West Deptford Twp, United States Securitas Security Services USA, Inc. Full timePosition Overview:Securitas Security Services USA, Inc. is seeking a dedicated full-time Site Security Supervisor. This role is essential for overseeing security operations at various client locations.Key Responsibilities:As a Site Security Supervisor, you will:Supervise Security Officers and other personnel to ensure compliance with post orders and security...
-
Personal Banker
1 month ago
Cranberry Twp, United States Univest Financial Corporation Full timeOverview: Univest Financial Corporation (UVSP), has approximately $7.9 billion in assets and $5.0 billion in assets under management and supervision (as of June 30, 2024). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and...
-
2nd Shift LPN
4 weeks ago
Cannon Twp, United States Hope Network Behavioral Health Full timeThe LPN Shift Supervisor works as part of a multi-disciplinary team providing excellent medical care by overseeing the medical needs of the residents while monitoring the operation of the med room by the medical assisting team. As an LPN at Hope Network you will model and teach exemplary care to floor staff and coordinate care needs with external medical...
-
Experienced Site Supervisor | Paulsboro, NJ
4 weeks ago
West Deptford Twp, United States Securitas Security Services USA, Inc. Full timeSecuritas is now hiring a full-time Site Security Supervisor for a location in Paulsboro, NJ. This position requires a minimum of 2 years of security, military, or law enforcement experience in addition to 2 years of supervisor experience. A NJ SORA license or the ability to obtain one is required. ESSENTIAL FUNCTIONS Functions as a supervisor of Security...
-
Market Officer
1 week ago
Radnor Twp, United States Dalfen Industrial LLC Full timeDalfen Industrial is seeking a Market Officer to join the team. The Market Officer can be located in Denver, Chicago, or Philadelphia and will cover the Midwest region. This individual supports the acquisitions, leasing, asset management, and development of the highest-priority Dalfen initiatives, and actively contributes to a variety of complex projects,...
-
VP, Financial Consultant
4 weeks ago
Radnor Twp, United States Charles Schwab Full timePosition Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial...
-
Financial Operations Manager
2 weeks ago
Boardman Twp, United States Adam Search Group Full timeAdam Search Group presents an exciting opportunity for a Financial Operations Manager. This pivotal position will report directly to the Chief Financial Officer (CFO) and is designed for a candidate who aspires to advance into the CFO role in the future. This diverse role encompasses daily Accounting, Tax, and Technology support.Key...
-
Senior Manager, Corporate Development
2 weeks ago
Cranberry Twp, United States MSA - The Safety Company Full timeOverview Are you someone who is passionate, motivated, and driven to make a difference? If so, MSA Safety is the perfect fit for your career. At MSA, SAFETY is who we are AND it is what we do. We are a purpose-driven company committed to deploying innovation and technology to deliver on our Mission to help protect people and assets all around the world. We...
-
Administrative Coordinator III
2 weeks ago
Egg Harbor Twp, United States RIVA Solutions Full timePosition Overview Title: Administrative Coordinator III Location: Onsite Employment Type: Full-Time / Onsite Security Clearance: Candidates must be US citizens and eligible for a minimum of Public Trust clearance Travel Requirements: 0% At RIVA Solutions, we prioritize our employees, fostering a culture that draws in top talent. Our commitment to investing...
-
Maintenance Tech II
2 weeks ago
Galloway Twp, United States Edgewood Properties Full timeOverview Since its founding in 1992, Edgewood Properties has established itself as a leading real estate development and property management company. With corporate headquarters in New Jersey, the company is on a course of growth leading to activities across the nation. Given ongoing construction and development plans, our current apartment portfolio...
-
Staff Accountant
1 month ago
Derry Twp, United States JLD Property Management Group Full timeDuties Review and reconcile property income and expenses and bring any discrepancies, problems, or questions to the Regional Property Manager’s attention. Work with Regional Property Managers to ensure property operating accounts are maintained at a positive level. Work with Regional Property Managers to set up and control systems to stabilize cash...
-
Software Solutions Sales Consultant
2 weeks ago
Wall Twp, United States York Telecom Corporation Full timeFor over 35 years, York Telecom Corporation has been a leading provider of video managed services, partnering with some of the largest enterprises and government entities globally. With a robust portfolio of over 10,000 video systems managed worldwide, we stand out as the premier video communications service provider.York Telecom Corporation possesses the...
-
Director, Global Operational Excellence
4 hours ago
Hanover Twp, United States Advanced Accelerator Applications (Italy) - S... Full timeOnsite Location: East Hanover, New Jersey Hybrid #LI-Hybrid About the Role When you are a part of the Global Operational Excellence team, you'll have countless opportunities to develop your career, as you’ll be surrounded by people you can learn from and help you reach your full potential. Our team is seeking a Global Operational Excellence Director. This...