Portfolio Manager - Trust INVM
WesBanco · Fort Thomas, KY · 1 mo ago
On-siteFinanceFull-time
Summary
The position is 100% in-office. Consideration for location will be Fort Thomas, KY; Montgomery, OH or Monfort Heights, OH.
Essential Duties And Responsibilities
- Possess a working knowledge of investment management.
- Prepares and maintains data on current and prospective investments.
- Maintains a current body of knowledge of economic trends and conditions.
- Participates in the preparation and presentation of reports to existing clients and new business proposals.
Other Requirements
- Acquire and maintain a proficiency in the bank's policies and procedures.
- Adequately adhere to all laws, rules, and regulations applicable to conduct and work performed.
- Complete all assigned compliance training in a timely manner.
Skills
- Knowledge of fixed income securities and their inclusion in an investment portfolio.
- Proficiency in mathematics, accounting, finance, and economics.
- Strong business development tools.
- Skills in relevant information technology to support portfolio management and business development responsibilities.
Qualifications
- Bachelor’s Degree in Business and/or Finance or related discipline.
- Minimum of five years of Portfolio Management experience with a Trust Department or Asset Management Company.
- Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation is preferred.
Pay
N/A
Schedule
N/A
Benefits
N/A