Asst. Investment Officer - Portfolio Manager - Trust INVM WHE

SUMMARY:

As Assistant Investment Officer/Portfolio Manager, you will learn and apply key foundational investment and portfolio management concepts. You will develop a current body of knowledge of economic and financial market trends and conditions and their impact on portfolio construction. You will also prepare presentations and compile supporting information for current clients in support of the portfolio management team.

 

CUSTOMER SERVICE SKILLS:

Willingness to provide a level of service which will clearly differentiate us from our competitors.

 

INTERPERSONAL SKILLS:

Professional demeanor in appearance, interpersonal relations, work ethic and attitude.

Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner.

Interpersonal skills with co-workers, supervisors and clients.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Develops knowledge and understanding of investments and portfolio management concepts

Assists portfolio managers, and management team, with day to day investment functions

Prepares and presents written and oral reports to support the portfolio management team

Develops proficiency in specialized portfolio management and reporting software

Completes tasks and assigned projects according to established completion dates

Participates in regular portfolio manager meetings and reviews the investment process and presentations for developmental purposes

Develops and maintains knowledge of Bank products and services, policies and guidelines.

 

OTHER REQUIREMENTS:

Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.

Proficiency in mathematics, accounting, finance, and economics

Strong communication skills

Skills in relevant information technology to support portfolio management and business development responsibilities

Ability to effectively present information and respond to questions from internal employees

Ability to define problems, collect data, establish facts, and draw valid conclusions

Qualifications

Bachelor's degree in business and/or finance or related discipline required.