Junior Portfolio Manager

Equal Opportunity Employer, Including Disability/VETS

Summary Description

This individual will train closely with the Trust & Wealth Management Division Portfolio Managers to obtain the various skills and expertise necessary for transition into a Portfolio Manager. They will assist with the implementation of the overall investment function within the Investment Policy guidelines and learn to manage a book of portfolios for assigned relationships. The actual time for progression to become a Portfolio Manager will depend on the individual's skill set and knowledge level.

Essential Functions

• Work closely with Portfolio Manager group to develop skills necessary to independently manage client portfolios and client relationships
• Learn department's techniques associated with asset allocation of client portfolios
• Learn department's processes involved with direct purchase, sale and redemption of investment securities
• Obtain working knowledge required for adherence to regulatory and compliance policies and procedures
• Coordinate and assist with daily monitoring of the Divisions approved securities lists (equity, mutual fund, exchange traded fund, etc.)
• Assist Portfolio Managers/Business Development Officers with the preparation of meeting materials to review financial objectives and account performance for existing clients
• Accompanies and supports Trust Portfolio Managers when meeting existing and prospective clients
• Assist Trust Portfolio Managers with special projects as identified and assigned
• Participate in various community related activities and functions

Position Requirements

• Bachelor's degree in related field
• Familiarity with a broad range of trust and investment markets preferred
• Willingness to complete additional education as assigned
• Overnight travel may be necessary on a limited basis
• Work is generally performed indoors in environmentally controlled conditions
• Typically, the employee may sit to perform the work. However, there may be some standing, walking, bending and carrying of light items in the course of the work
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

Critical Skills / Expertise

• Strong attention to detail
• Strong analytical skills
• Computer proficiency; Word, Excel, Access, accounting software
• Professional image and excellent oral and written communication skills
• Excellent communications skills
• Strong leadership skills