Fiduciary Portfolio Manager | Strategy, Research & Client Insight

Security Bank & Trust Co.; Glencoe (MN); On-site; USD 100,000 - 150,000; Full time

Job summary

Security Bank & Trust Co. is seeking a detail-oriented, analytical portfolio manager to own fiduciary trust account portfolios. You will manage investments across various accounts and research markets to deliver strategic insights for clients.

The ideal candidate has a Bachelor's degree, 3-5 years of portfolio management experience, and skills in financial analysis and investment modeling. The role requires outstanding communication and problem-solving abilities, adaptability, and a strong team mindset.

Qualifications

• 3-5 years of portfolio management experience, preferably in trust or fiduciary roles.
• Ability to translate financial concepts into plain language for clients.
• Strong judgment and composure under deadline pressure.

Responsibilities

• Manage account portfolios to each client's investment policy, objectives, and risk tolerance.
• Research markets and securities on an ongoing basis.
• Coordinate investment communication with trust administrators and clients.

Skills

Financial analysis

Market research

Investment modeling

Communication skills

Organizational skills

Analytical skills

Education

Bachelor's degree

MBA, CFA, or CTFA preferred

Job description

Security Bank & Trust Co. is seeking a detail-oriented, analytical portfolio manager to own fiduciary trust account portfolios. You will manage investments across various accounts and research markets to deliver strategic insights for clients.

The ideal candidate has a Bachelor's degree, 3-5 years of portfolio management experience, and skills in financial analysis and investment modeling. The role requires outstanding communication and problem-solving abilities, adaptability, and a strong team mindset.