Trust Portfolio Analyst — Growth & Impact in Investments

City National Bank Of Wv; Staunton (VA); Vor Ort; USD 80.000 - 110.000; Vollzeit

Benefits dieser Stelle

Paid time off

Parental leave

Medical, dental & vision coverage

401(k) match

Zusammenfassung

City National Bank in Staunton, VA seeks a Trust Portfolio Manager 1 to support investment execution and portfolio management for assigned relationships. You will work with portfolio managers to implement investment programs, compile research, and contribute to the Trust Investment Committee.

The role requires a bachelor’s degree, familiarity with trust and investment services, knowledge of investment markets, and occasional overnight travel.

Qualifikationen

• Bachelor's degree in related field.
• 3-5 years of relevant experience preferred.
• Familiarity with a broad range of trust and investment services.
• Familiarity with overall investment markets.

Aufgaben

• Direct purchase, sale and redemption of investment securities
• Work closely with portfolio managers on asset allocation of client portfolios
• Daily monitoring of the Divisions’ approved securities
• Support and maintenance of the Divisions’ approved securities lists (equity, mutual fund, exchange traded fund) including preparation for Trust Investment Committee meetings
• Perform due diligence on Divisions’ closely held securities lists
• Perform annual Reg 9 reviews working with Trust Administrative Officers
• Meet with prospective and existing clients to review financial objectives and account
• Work closely to support new business development officers with preparation of proposals, including client presentations
• Assist Trust Portfolio Managers with special projects as assigned
• Adherence to all regulatory compliance policies and procedures
• Participates in various community-based activities

Kenntnisse

Attention to detail

Communication skills

Tax/regulatory familiarity

Ausbildung

Bachelor's degree

Tools

Word

Excel

Access

PowerPoint

Jobbeschreibung

City National Bank in Staunton, VA seeks a Trust Portfolio Manager 1 to support investment execution and portfolio management for assigned relationships. You will work with portfolio managers to implement investment programs, compile research, and contribute to the Trust Investment Committee.

The role requires a bachelor’s degree, familiarity with trust and investment services, knowledge of investment markets, and occasional overnight travel.