Trust Associate Portfolio Manager - Glencoe, MN

Security Bank & Trust Co.; Glencoe (MN); On-site; USD 50,000 - 90,000; Full time

Job summary

A local financial institution is seeking a motivated Associate Portfolio Manager to support the management of client trust portfolios in Glencoe, MN. This full-time role involves assisting in monitoring portfolios, conducting investment research, and preparing performance reports. Candidates should have a bachelor's degree in finance or a related field and 0-2 years of relevant experience. Strong analytical, communication, and interpersonal skills are essential, alongside proficiency in Microsoft Office.

Qualifications

• 0-2 years of experience in investment management, banking, or finance preferred.
• Strong analytical and quantitative skills with attention to detail.
• Excellent communication and interpersonal abilities.

Responsibilities

• Assist Portfolio Manager in monitoring and managing trust portfolios.
• Conduct research on investment opportunities and market trends.
• Prepare and deliver periodic reports on portfolio performance.

Skills

Analytical skills

Communication skills

Detail-oriented

Microsoft Office Suite

Interpersonal skills

Education

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

Tools

Portfolio management software

Job description

Security Bank & Trust Co. is passionate about helping our clients succeed and making a difference in our communities. And that starts with our employees.

Trust Associate Portfolio Manager - Glencoe, MN

Job Location:Glencoe

Position type:Full-time

Yearly Salary: $50,000 - $90,000

The Trust Department is seeking a motivated and detail-oriented Associate Portfolio Manager to support the management and administration of client trust portfolios. This is an excellent opportunity for candidates who are passionate about investment management, client service, and building a career in the financial services industry.

Responsibilities:

• Assist Portfolio Manager in monitoring and managing trust portfolios to ensure they meet client objectives and regulatory requirements.
• Conduct research and analysis on investment opportunities, market trends, and asset allocation strategies.
• Prepare and deliver periodic reports on portfolio performance, holdings, and compliance.
• Support the implementation of investment decisions, including trade execution and documentation.
• Collaborate with Trust Officers and other team members to address client inquiries and support account administration.
• Maintain accurate records and ensure adherence to internal policies and external regulations.

Education:

Bachelors degree in Finance, Economics, Business, or related field (required)

Qualifications:

• 0–2 years of experience in investment management, banking, or finance preferred.
• Strong analytical and quantitative skills, with attention to detail.
• Excellent communication and interpersonal abilities.
• Proficiency in Microsoft Office Suite; experience with portfolio management software is a plus.
• Ability to work independently and as part of a team in a fast-paced environment.
• Commitment to maintaining confidentiality and integrity in handling sensitive information.