Investment Officer

Trust Company Family Offices; Toledo (OH); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health and life Insurance

Long-term disability insurance

Paid vacation

Sick days

Holidays

Bonus opportunities

Stock participation opportunities

Job summary

Trust Company Family Offices seeks an experienced, mid-level Investment Officer to join our dedicated multi-family office investment team. The role will manage client relationships and implement customized portfolios, collaborating with a team focused on multi-generational wealth.

Ideal candidate has 7–15 years of wealth management experience, strong investment judgment, and high-touch service. CFA preferred; CFP/CAIA/MBA helpful. Salary commensurate with credentials and experience.

Qualifications

• Bachelor's degree in finance, economics, accounting, or business.
• Approximately 7-15 years of progressive experience as a portfolio manager or investment officer.
• CFA charter strongly preferred; CFP, CAIA, MBA, or other credentials are helpful.
• Knowledge of asset allocation, portfolio construction, and risk management.
• Experience serving high-net-worth families, trusts, foundations and other institutions.
• Strong communication skills for client and internal interactions.

Responsibilities

• Lead management of portfolios for individuals, families, trusts, foundations and institutions.
• Implement customized portfolios based on investment policy and client needs.
• Construct portfolios using approved strategies, external managers, funds, and securities.
• Coordinate distributions and cash-flow needs across client accounts.
• Review performance relative to objectives and benchmarks.
• Monitor portfolios for regulatory compliance.

Skills

Strong communication

Client relationships

Team collaboration

Education

Bachelor's degree in finance/economics/accounting/business

CFA charter preferred; CFP/CAIA/MBA helpful

Tools

Bloomberg

Excel

PowerPoint

Morningstar Advisor

Job description

Trust Company Family Offices is seeking an experienced, mid-level Investment Officer to join our dedicated multi-family office investment team. The position will manage assigned client relationships and implement customized, client-defined portfolios. The ideal candidate possesses approximately 7 to 15 years of relevant wealth management experience. This individual will successfully combine sound investment judgment, high-touch client service, clear communication, and an entrepreneurial working style. The Investment Officer will work closely with a collaborative team focused on managing multi-generational family wealth and institutional pools of funds.

Key Responsibilities

• Lead management of assigned portfolios for individuals, families, trusts, foundations, and institutions.
• Implement customized portfolios based on each client's investment policy, risk tolerance, return objectives, tax situation, liquidity needs, time horizon, and governing documents.
• Construct portfolios using approved strategies, external managers, funds, individual securities, and liquid alternative investments.
• Coordinate distributions, gifting, capital calls, and other cash-flow needs across client accounts.
• Review performance and attribution relative to client objectives and appropriate benchmarks.

Monitor and report on portfolios for regulatory compliance.

Client Advisory & High-Touch Service

• Serve as a primary investment contact and build deep relationships with clients and stakeholders.
• Provide timely portfolio reviews explaining performance, positioning, risk, and recommendations in a clear and practical way.
• Anticipate client needs and provide responsive follow-through on questions and action items.
• Coordinate with administrative officers, trust, tax, operations staff, and external advisors, while maintaining clear documentation of decisions and responsibilities.

Investment Analysis and Team Support

• Monitor market conditions to translate insights into opportunities and risks for client portfolios.
• Contribute to investment committee decisions and working group discussions to formulate investment policy for client portfolios.
• Diligence/evaluate investment vehicles and external managers based on philosophy, process, people, performance, fees, and risk.
• Contribute to internal investment projects that provide improvements and efficiencies for the group/firm.
• Collaborate with investment officers, administrative officers, operations professionals, and other colleagues; provide guidance to junior team members.

Business Development & Relationship Growth

• Build and maintain relationships with local centers of influence, including attorneys, accountants, financial professionals, bankers, business advisors, and community leaders.
• Represent the firm in our community and professional settings by volunteering, serving in board positions, and contributing to worthwhile client causes.
• Identify outside-held assets and unmet needs within existing client relationships and work with the family-office team to earn a larger share of the client's overall financial relationship.
• Help clients evaluate consolidating assets held with other advisors by demonstrating the benefits of coordinated portfolio management, reporting, planning, fees, and service.

Qualifications

• Bachelor's degree in finance, economics, accounting, or business.
• Approximately 7-15 years of progressive experience as a portfolio manager or investment officer.
• CFA charter strongly preferred; CFP, CAIA, MBA, or other relevant credentials are helpful.
• Relevant knowledge of asset allocation, portfolio construction, public and private investments, manager selection, performance measurement, and risk management.
• Experience serving high-net-worth families, trusts, foundations and other institutions.
• Strong communication skills for client interactions as well as for team/firm interactions.
• Strong technical skills using investment and analytical tools (Bloomberg, Excel, PowerPoint, Morningstar Advisor).

Personal Attributes

• Personable, relationship-oriented, and genuinely interested in clients and colleagues.
• Self-directed and entrepreneurial, with initiative and consistent follow-through.
• Intellectually curious and committed to continuous learning.
• Calm and credible under pressure, with sound judgment and a low-ego approach.
• Comfortable in a smaller, collaborative organization that values flexibility and accountability.

Salary Range and Benefits

• Salary commensurate with experience and credentials.
• Health and life Insurance.
• Long-term disability insurance.
• Paid vacation.
• Sick days.
• Holidays.
• Bonus opportunities.
• Stock participation opportunities.

Trust Company Family Offices knows a diverse and inclusive team is best able to manage and coordinate the affairs of families and their individual members as they navigate real-life challenges that deeply impact family wealth, vision, and legacy. Trust Company Family Offices offers a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, life insurance, paid time off and other unique employer-sponsored programs.

For any questions related to this job posting please email [e-mail].