Junior Portfolio Manager
City National Bank, Martinsburg, WV, United States
Trust And Wealth Management Portfolio Manager Trainee
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. 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 Accompany and support 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 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 Strong attention to detail Strong analytical skills Computer proficiency; Word, Excel, Access, accounting software Professional image and excellent oral and written communication skills Excellent communications skills Strong leadership skills
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. 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 Accompany and support 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 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 Strong attention to detail Strong analytical skills Computer proficiency; Word, Excel, Access, accounting software Professional image and excellent oral and written communication skills Excellent communications skills Strong leadership skills