Portfolio Manager

Essential Duties And Responsibilities

• Retain a book of business consisting primarily of investment management accounts.
• Manage client investment portfolios based on clients’ Investment Policy Statements and consistent with the purpose of each trust or account objective.
• Manage client relationships by providing a high level of client satisfaction.
• Create investment presentations and reviews for clients and prospects.
• Analyze and rebalance client portfolios on an ongoing basis to accomplish client objectives.
• Proactively communicate with clients.
• Perform investment analysis for due diligence, evaluate current investment strategies, develop new investment strategies, and make recommendations to the Investment Committee.
• Maintain a current awareness of the economy and investment strategies.
• Participate in the development of new investment accounts independently and with other trust staff.
• Prepare and provide investment reports and related materials to Trust Services employees.

Required Qualifications

• Bachelor’s degree, preferably in Finance, Accounting, Business, or a related field.
• Certified Financial Planner (CFP), Certified Trust and Financial Advisor (CTFA) designation or other relevant investment certification preferred.
• Minimum of five years of investment experience.

Preferred Qualifications

• Experience working with trust accounts, investment management accounts, or fiduciary relationships.
• Knowledge of portfolio construction, asset allocation, investment due diligence, and risk management practices.