Senior Trust & Investment Portfolio Manager

Columbia Banking System; Portland (OR); On-site; USD 102,000 - 190,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) with employer match

Life insurance

Disability insurance

Tuition assistance

Mental health resources

Identity theft protection

Discount marketplace

Paid vacation and holidays

Job summary

Columbia Bank is seeking a Trust Portfolio Manager in Portland, OR to manage trust and investment relationships and maximize asset returns. You will identify opportunities, grow the book of business, and oversee portfolios in line with policy and fiduciary duties.

The role requires 5+ years of experience, finance or accounting education, and strong communication skills. Proficiency in asset allocation and investment research across equity and fixed income is essential.

Qualifications

• B.A./B.S. in finance or accounting or equivalent.
• MBA and/or CFA designation preferred.
• 5+ years of industry work experience required.

Responsibilities

• Manage trust and investment relationships to maximize ROI and fiduciary objectives.
• Grow a book of business through networking, referrals, and outreach.
• Analyze financial statements and market data to inform investment decisions.
• Oversee portfolios in specified accounts within policy and regulatory guidelines.

Skills

Verbal communication

Written communication

Organizational skills

Project management

Financial statement interpretation

Asset allocation

Equity/fixed income strategies

Excel

Word

Education

B.A./B.S. in finance or accounting

MBA or CFA designation

Tools

Microsoft Office (Excel, Word)

Job description

Columbia Bank is seeking a Trust Portfolio Manager in Portland, OR to manage trust and investment relationships and maximize asset returns. You will identify opportunities, grow the book of business, and oversee portfolios in line with policy and fiduciary duties.

The role requires 5+ years of experience, finance or accounting education, and strong communication skills. Proficiency in asset allocation and investment research across equity and fixed income is essential.