Junior Portfolio Manager

Job Description

Job Description

Equal Opportunity Employer, Including Disability / VETS

Summary Description

This individual will train closely with the Trust & Wealth Management Division Portfolio Managers to obtain the various skills and expertise necessary for transition into a Portfolio Manager. They will assist with the implementation of the overall investment function within the Investment Policy guidelines and learn to manage a book of portfolios for assigned relationships. The actual time for progression to become a Portfolio Manager will depend on the individual's skill set and knowledge level.

Essential Functions

• Work closely with Portfolio Manager group to develop skills necessary to independently manage client portfolios and client relationships
• Learn department's techniques associated with asset allocation of client portfolios
• Learn department's processes involved with direct purchase, sale and redemption of investment securities
• Obtain working knowledge required for adherence to regulatory and compliance policies and procedures
• Coordinate and assist with daily monitoring of the Divisions approved securities lists (equity, mutual fund, exchange traded fund, etc.)
• Assist Portfolio Managers / Business Development Officers with the preparation of meeting materials to review financial objectives and account performance for existing clients
• Accompanies and supports Trust Portfolio Managers when meeting existing and prospective clients
• Assist Trust Portfolio Managers with special projects as identified and assigned
• Participate in various community related activities and functions

Position Requirements

Critical Skills / Expertise