Investment Officer (Banking Experience Required)

J&T Business Consulting; Town of Granger (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

J&T Business Consulting in Granger, United States, seeks an senior Investment Officer to oversee discretionary portfolios and craft tailored asset-management strategies for high-net-worth clients. The role combines portfolio management with fiduciary leadership within Trust and Wealth Advisory accounts, reporting to executive leadership.

The ideal candidate blends technical portfolio structuring with superior client communication and market insight, guiding clients and internal teams through

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field (or equivalent practical experience).
• 8+ years of direct experience in investment management, portfolio management, trust investments, or high-net-worth wealth advisory.
• Strong fiduciary, regulatory, and governance knowledge with executive-level communication skills.

Responsibilities

• Formulate, execute, and monitor customized investment strategies for high-net-worth clients.
• Lead fiduciary guidance and client relationship activities with wealth advisors and trust officers.
• Perform macroeconomic, equity, and fixed-income research in support of portfolios.
• Collaborate on business development and client presentations to expand regional AUM.

Skills

Portfolio management

Wealth advisory

Client communication

Fiduciary governance

Education

Bachelor's degree in Finance, Economics, Business Administration, or related field

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Portfolio analytics tools

Job description

Investment Officer (Banking Experience Required)

Granger, United States | Posted on 11/05/2026

We are seeking an experienced, growth-oriented Senior Investment Specialist to join our executive team as Vice President – Portfolio Manager. In this dual-function role, you will oversee discretionary investment portfolios, drive tailored asset-management strategies for high-net-worth clients, and maintain strict fiduciary integrity across Trust and Wealth Advisory accounts.

The ideal candidate blends high-level portfolio structuring with exceptional consultative skills—acting as a trusted financial strategist who can clearly articulate complex market dynamics to clients, internal advisors, and institutional partners.

Key Responsibilities

Portfolio Management & Strategy: Formulate, execute, and monitor highly customized investment strategies for high-net-worth individuals, families, and trust accounts. Align asset allocation models with specific client risk profiles, liquidity needs, tax implications, and long-term financial objectives.

Fiduciary Guidance & Client Relationship Leadership: Serve as a lead investment expert alongside Wealth Advisors and Trust Officers. Deliver ongoing performance reviews, educate clients on market positioning, and provide proactive guidance through changing economic cycles.

Research & Policy Compliance: Conduct rigorous macroeconomic, equity, and fixed-income research. Ensure full adherence to internal investment governance, federal banking regulations, and strict fiduciary standards.

Business Development & Relationship Expansion: Partner with business development leaders to participate in prospective client presentations, proposal drafting, and referral efforts to expand regional wealth assets under management (AUM).

Required Qualifications

Education: Bachelor’s degree in Finance, Economics, Business Administration, or a related field (or equivalent practical experience).

Experience: 8+ years of direct experience in investment management, portfolio management, trust investments, or high-net-worth wealth advisory.

Technical Skills: Deep familiarity with bank fiduciary procedures, trust accounting structures, portfolio analytics tools, and core business software (Microsoft Excel, Word, and Outlook).

Communication: Exceptional verbal and written presentation skills, with a proven ability to translate complex financial concepts into actionable client strategies.

Preferred Qualifications

Chartered Financial Analyst (CFA) designation and/or Master of Business Administration (MBA).

Demonstrated track record in fiduciary compliance and multi-asset asset allocation.

An Equal Opportunity Employer dedicated to building an inclusive and merit-based workplace culture.