Junior Portfolio Manager
City National Bank, Martinsburg, WV, United States
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
Reasonable accommodations may be made to enable individuals with disabilities to perform expected functions
Position Requirements
Bachelor's degree in related field
Familiarity with a broad range of trust and investment markets preferred
Willingness to complete additional education as assigned
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
Critical Skills / Expertise
Strong attention to detail
Strong analytical skills
Computer proficiency; Word, Excel, Access, accounting software
Professional image and excellent oral and written communication skills
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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
Reasonable accommodations may be made to enable individuals with disabilities to perform expected functions
Position Requirements
Bachelor's degree in related field
Familiarity with a broad range of trust and investment markets preferred
Willingness to complete additional education as assigned
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
Critical Skills / Expertise
Strong attention to detail
Strong analytical skills
Computer proficiency; Word, Excel, Access, accounting software
Professional image and excellent oral and written communication skills
#J-18808-Ljbffr