Senior Investment Trust Officer
2 weeks ago
Become a Key Player in Our Organization
Are you driven by a deep interest in finance and investment strategies? We are on the lookout for a seasoned Investment Trust Officer to establish and uphold our investment philosophy and strategic direction within the Trust Department. Candidates should possess a Bachelor's degree in Finance or a related discipline, coupled with a minimum of ten years of experience in investment management and financial analysis.
Key Responsibilities:
- Perform comprehensive analysis of equities and fixed-income securities
- Oversee and optimize investment portfolios
- Evaluate investment performance and communicate insights
- Provide expert advice to clients regarding their investment choices
- Foster and maintain partnerships with investment service providers
Qualifications:
- Bachelor's degree in Finance or a similar field
- Preferred Chartered Financial Analyst (CFA) designation
- In-depth understanding of financial markets
- Exceptional communication and analytical skills
What We Offer:
- Comprehensive Health, Dental, and Vision Insurance
- Generous paid time off and holiday benefits
- Employee Stock Ownership Plan and 401k options
- Flexible Benefits Program
- Life and Accidental Death & Dismemberment Insurance
- Discounted services and membership opportunities
If you are seeking a rewarding career path within a collaborative environment that values your expertise, we encourage you to consider this opportunity.
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