Trust Portfolio Analyst: Asset Allocation & Trading

Burke & Herbert Bank & Trust; Beckley (WV); On-site; USD 60,000 - 80,000; Full time

Job summary

Burke & Herbert Bank & Trust is seeking an Investment Management professional to support and execute activities related to the investment process. You will assist Administrators and clients, prepare account reviews, and coordinate with Trust Officers on portfolio construction and performance reviews.

The role emphasizes analytical rigor, knowledge of financial markets, and adherence to policies. The position is non-exempt and office-based with in-person interactions; travel within the bank

Qualifications

• 2+ years of progressively responsible experience in investment management positions.

Responsibilities

• Prepare account reviews and provide recommendations with Trust Officers.
• Serve as a member of the Trust Investment Committee.
• Prepare periodic reviews of equity holdings and develop asset allocations with Trust Officers.
• Construct investment portfolios and coordinate trade execution.
• Execute periodic rebalancing to align with investment objectives.
• Support Trust Officers in client meetings to discuss portfolio performance and changes in circumstances.
• Ensure compliance with policies and procedures.

Skills

Oral and written communication

Analytical skills

Attention to detail

Investment markets knowledge

Tools

Spreadsheet software

Job description

Burke & Herbert Bank & Trust is seeking an Investment Management professional to support and execute activities related to the investment process. You will assist Administrators and clients, prepare account reviews, and coordinate with Trust Officers on portfolio construction and performance reviews.

The role emphasizes analytical rigor, knowledge of financial markets, and adherence to policies. The position is non-exempt and office-based with in-person interactions; travel within the bank