Trust Portfolio Associate: Portfolio Construction

Burke & Herbert Bank; Beckley (WV); On-site; USD 65,000 - 90,000; Full time

Job summary

Burke & Herbert Bank in Beckley, WV seeks a skilled investment management professional to support and execute client portfolios within our trust division. You will work with Trust Officers to review accounts, propose allocations, and ensure trades align with each client's objectives.

The role emphasizes strong communication, analytical rigor, and a solid understanding of financial markets. You will contribute to portfolio construction, periodic rebalancing, and ongoing client meetings to discuss

Qualifications

• 2+ years of experience in investment management.
• Knowledge of trading and trust accounting processes.
• Familiarity with word processing and spreadsheet applications.

Responsibilities

• Prepare account reviews and provide recommendations with Trust Officers.
• Serve as Trust Investment Committee member.
• Develop asset allocations with Trust Officers.
• Construct investment portfolios and coordinate trade execution.
• Perform periodic rebalancing to meet investment objectives.
• Assist in client portfolio reviews and respond to changing circumstances.
• Ensure compliance with bank policies and procedures.
• Support new business development and client retention.

Skills

Oral & written comms

Analytical skills

Attention to detail

Portfolio management

Financial markets knowledge

Tools

Word processing

Spreadsheet software

Job description

Burke & Herbert Bank in Beckley, WV seeks a skilled investment management professional to support and execute client portfolios within our trust division. You will work with Trust Officers to review accounts, propose allocations, and ensure trades align with each client's objectives.

The role emphasizes strong communication, analytical rigor, and a solid understanding of financial markets. You will contribute to portfolio construction, periodic rebalancing, and ongoing client meetings to discuss