The Portfolio Manager is responsible for tracking the performance and information related to individual securities, recommending changes to the Trust Buy List and performing quarterly portfolio reviews.
Primary Functions
Manage approved list of securities: track performance and information concerning individual securities, recommend/make changes to trust security lists.
Perform quarterly allocation and performance reviews for portfolios.
Monitor performance and risk of "model"/ETF portfolios. Recommend changes to model portfolio allocations and security selection. Responsible for rebalancing models.
Review investments and recommended changes for retirement plans; prepare review materials for plan sponsors.
Manage investments for portfolios.
Execute trading of securities for portfolios.
Meet with clients and prospects to discuss investment choices and performance.
Prepare material for annual client reviews and track client goals where applicable. Responsible for administrative reviews.
Secondary Functions
Create/provide information for high-touch Wealth Management clients.
Serve as administrator on trust accounts as assigned.
Travel
Travel is expected for this position.
Required Education, Experience, and Skills
Bachelor's degree in Finance, Economics, or a related field.
Strong verbal and written communication skills.
Effective time management and organizational skills.
Proficient in Excel and Microsoft Word.
Ability to manage confidential information.
Preferred Education and Experience
Master's Degree
Three or more years of related experience in the finance industry, with a focus on accounting, trust administration, investments and/or banking.