Trust Portfolio Manager 1

EQUAL OPPORTUNITY EMPLOYER, INCLUDING DISABILITY / VETS

Summary Description

Work closely with Portfolio Managers to assist with the overall investment function, including emphasis on execution of investment programs to achieve the objectives of assigned relationships. Act within investment policy guidelines to manage a book of portfolios for assigned relationships. Compile investment research as provided by various resources to provide contributions to the overall investment function of the Trust Investment Committee.

Essential Functions

• Direct purchase, sale and redemption of investment securities
• Work closely with portfolio managers on asset allocation of client portfolios
• Daily monitoring of the Divisions' approved securities
• Support and maintenance of the Divisions' approved securities lists (equity, mutual fund, exchange traded fund) including preparation for Trust Investment Committee meetings
• Perform due diligence on Divisions' closely held securities lists
• Perform annual Reg 9 reviews working with Trust Administrative Officers
• Meet with prospective and existing clients to review financial objectives and account
• Work closely to support new business development officers with preparation of proposals, including client presentations
• Assist Trust Portfolio Managers with special projects as assigned
• Adherence to all regulatory compliance policies and procedures
• Participates in various community based activities

Position Requirements

Critical Skills / Expertise