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Trust Portfolio Associate: Asset Allocation & Research

City National Bank, Charleston, WV, United States


A financial institution seeks a qualified investment associate to support portfolio managers in executing investment programs and managing a book of portfolios. Candidates should have a bachelor's degree and a familiarity with investment markets. Essential responsibilities include monitoring approved securities, assisting in client meetings, and participating in compliance activities. This role requires strong attention to detail and proficiency in Microsoft Office applications, among other skills. Competitive compensation and professional development opportunities provided. #J-18808-Ljbffr