Portfolio Manager Associate

Summary:

The Portfolio Manager Associate supports the Asset Management Segment's investment function by assisting with portfolio management, investment research, account administration, and client reporting. Under the guidance of senior staff, the Portfolio Manager Associate will gain exposure to investment strategy, trust account operations, compliance requirements, and client service standards. Manages a minimum of $100MM assets under management.

Essential Functions:

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Facilitates the monitoring and management of client investment portfolios under supervision.
• Participate in investment research, due diligence, and model portfolio development.
• Support the preparation of investment performance reviews and client presentations.
• Learn and apply asset allocation principles, risk assessment, and investment policy guidelines.
• Assist with daily portfolio rebalancing and trade execution processes.
• Gain exposure to fiduciary investment responsibilities in trust accounts.
• Attend client meetings alongside senior portfolio managers to observe relationship management.
• Maintain accurate records of client investment directives and documentation.
• Develop working knowledge of trust documents, investment objectives, and regulatory requirements.
• Stay current with economic trends, market news, and relevant investment topics.

Preferred Education and Experience:

• 0-2 years of relevant experience required.
• Bachelor's degree in Finance, Economics, or Accounting from an accredited college.
• Required to obtain one of the following designations within 24 months of start date: AFIM, AIF, CIMA, or CFP
• Ability to read and write general reports and other correspondence, and use standard or specialized computer hardware and software packages including MS Word, MS Excel, and MS Outlook
• Ability to handle routine client requests and enlist Officer support/input where appropriate
• Ability to multi-task
• Demonstrated effective verbal and written communication skills as well as the ability to perform mathematical calculations, including computation of ratios, percentages and payments
• Must have a professional appearance and manner
• Ability to work effectively both independently and as part of a team
• Excellent analytical, organizational, and communication skills
• Expected to participate in appropriate educational classes as management requires

Competencies:

• ENB Operational and Functional Competencies

Supervisory Requirements:

This position has no supervisory responsibilities.

Work Environment:

This job operates in a professional work environment. This role routinely uses standard office equipment such as computers, monitors, mouse, keyboard, phones, printers, scanners, photocopiers, filing cabinets, calculator, and fax machines. Due to physical location of this position, phone ringing, and people conversing, it may be difficult to hear at times and therefore easily distracting.

Physical Demands:

Ephrata National Bank promotes an equal opportunity workplace, which includes reasonable accommodations of otherwise qualified disabled applicants and employees. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk or hear. Specific vision required by the job includes close vision, distance vision, and ability to focus. While this position is primarily sedentary, the employee is frequently required to stand, walk, use hands to finger, handle or feel objects or controls, reach with hands and arms, bend, balance, stoop, kneel, and crouch. The employee must be able to lift and/or move up to 25 pounds including standard computer and copy paper boxes, and must be able to open and close filing cabinets and drawers.

Position Type and Expected Hours of Work:

This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5 p.m. Flexibility of schedule to meet business needs is required.

Travel:

This position may require travel.

EEO Statement;

Ephrata National Bank supports a diverse workforce and is an Equal Opportunity Employer.It is the policy of Ephrata National Bank to provide equal employment opportunities without regard to race, ethnicity, color, religion, sex, national origin, age, disability, marital status, covered veteran status, sexual orientation, gender identity, genetic information or any other protected characteristic applicable under law. The bank complies with all relevant federal, state, and local laws, as well as, all regulations regarding nondiscrimination.

This job description reflects management's assignment of essential functions and position responsibilities. Nothing in this job description restricts management's rights to assign or reassign duties and responsibilities to this job at any time. The employee is expected to adhere to all of Ephrata National Bank's procedures and to act as a role model in the adherence to bank polices.