Trust Portfolio Associate — Growth in Investment Strategy

City National Bank; Staunton (VA); Presencial; USD 90.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive compensation

Paid time off

Paid parental leave

Medical, dental & vision coverage

401(k) match

Descripción de la vacante

City National Bank in Staunton, VA is seeking a Trust Portfolio Manager 1 to support investment programs and client relationships. The role emphasizes execution within investment policy guidelines and collaboration with portfolio managers to deliver strategic asset allocation.

You will compile research from multiple sources, assist with Trust Investment Committee preparations, and participate in regulatory compliance, client meetings, and business development activities as needed.

Formación

• Bachelor's degree in a related field.
• 3–5 years of relevant investment/trust experience preferred.
• Willingness to attend Trust School and travel overnight if necessary.
• Strong understanding of trust services and investment markets.

Responsabilidades

• Direct purchase, sale and redemption of investment securities.
• Collaborate with portfolio managers on asset allocation.
• Monitor approved securities daily.
• Prepare for Trust Investment Committee meetings.
• Support new business development with proposals and client presentations.
• Adhere to regulatory and compliance policies.
• Participate in community-based activities.

Conocimientos

Attention to detail

Communication skills

Regulatory and tax knowledge

Investment industry knowledge

Educación

Bachelor's degree in finance or related field

Herramientas

Word

Excel

Access

PowerPoint

Descripción del empleo

City National Bank in Staunton, VA is seeking a Trust Portfolio Manager 1 to support investment programs and client relationships. The role emphasizes execution within investment policy guidelines and collaboration with portfolio managers to deliver strategic asset allocation.

You will compile research from multiple sources, assist with Trust Investment Committee preparations, and participate in regulatory compliance, client meetings, and business development activities as needed.