Investment Assistant
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 include: 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 include: Bachelors degree in related field Familiarity with a broad range of trust and investment services Familiarity with overall investment markets 3-5 years of relevant experience preferred Willingness to attend Trust School Overnight travel may be necessary on a limited basis Work is generally performed indoors in environmentally controlled conditions Typically the employee may sit to perform the work. However, there may be some standing, walking, bending and carrying of light items in the course of the work Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions Critical skills/expertise include: Strong attention to detail Computer proficiency: Word, Excel, Access, PowerPoint Excellent communication skills: written and verbal Familiarity with tax and regulatory issues
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 include: 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 include: Bachelors degree in related field Familiarity with a broad range of trust and investment services Familiarity with overall investment markets 3-5 years of relevant experience preferred Willingness to attend Trust School Overnight travel may be necessary on a limited basis Work is generally performed indoors in environmentally controlled conditions Typically the employee may sit to perform the work. However, there may be some standing, walking, bending and carrying of light items in the course of the work Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions Critical skills/expertise include: Strong attention to detail Computer proficiency: Word, Excel, Access, PowerPoint Excellent communication skills: written and verbal Familiarity with tax and regulatory issues