Trust Investment Portfolio Manager Analyst

Participating Positions

• Participates in the Trust Investment and Strategy Committee.
• Maintains compliance with investment policies and reports results to Supervisor. Also recommends and develops changes in policies and procedures to ensure compliance with OCC, streamlining, efficiency and effectiveness thereof.
• Administers the portfolio management program (Invest Edge).
• Administers the performance measurement program (Investment Scorecard).

Requirements

• Strong quantitative and communication skills, both written and verbal.
• Strong organizational skills and the ability to multi-task are required.
• Proficient computer skills to include; Microsoft Office and PC software applications (i.e. Word, Excel and Outlook).
• Must be confident, highly motivated and team oriented.
• Strong support for management.
• Must be extremely detailed and accurate in completing tasks.
• Personable and courteous when working with all levels and various functional areas.
• Comply with all Information Security and Cybersecurity related policies and procedures.
• Must display high levels of honesty, integrity, and confidentiality at all times.
• Bachelor's/Associate's Degree in a related field required.
• Willingness to obtain the CFA designation, Trust Investment School, or other recognized professional credential (including CFP).
• Must also have at least one year in a client interfacing position, possessing relationship management skills and experience.
• Willing to learn about global economics and capital markets, as well as statistical analysis preferred.

Qualifications

• Minimum of 6 months previous office/bank experience.
• Excellent customer service and sales skills.
• Excellent verbal and written communication skills.
• Excellent organizational skills.
• Knowledge of financial products and services.
• Must be detail orientated.
• Must be dependable and punctual.
• Must display honesty and professionalism at all times.
• Comply with all Information Security and Cybersecurity related policy and procedure.
• High School diploma or equivalent.
• 6+ months experience in a retail, administrative or a financial institution with emphasis on customer service and sales desirable.
• 6+ month cash handling experience preferred.
• Strong computer skills and proficiency with Microsoft Office applications.

Benefits

• The First National Bank of Mount Dora participates in the E-Verify program as required by law.

Pay

Salary is dependent on experience.

Schedule

This position is not subject to remote working opportunities.

Skills

• Ability to handle multiple tasks
• Professional, courteous and flexible when working with all levels external and internal customers
• Excellent interpersonal, written and verbal communication skills
• Proficient and accurate typist
• Must be organized, detailed, and accurate in completing tasks
• Excellent customer service skills
• Must be reliable and always punctual
• Good personal presentation and cordial personality
• Proficient computer skills to include Microsoft Office and PC software applications
• Responsible for ordering and organization of office supplies
• Must always display honesty and integrity
• Comply with all Information Security and Cybersecurity related policies and procedures

Benefits

• The First National Bank of Mount Dora participates in the E-Verify program as required by law.

EEO Statement

The First National Bank of Mount Dora is an Equal Opportunity Employer including disability and veterans.

E-Verify Participation

The First National Bank of Mount Dora participates in the E-Verify program as required by law.