Trust Portfolio Manager

Columbia Bank; Portland (OR); On-site; USD 102,000 - 190,000; Full time

Benefits offered by this job

Competitive benefits

401(k) with employer match

Paid time off

Dental & vision coverage

Life insurance

Tuition assistance

Job summary

Columbia Bank in Portland, OR seeks an experienced Investment Advisor to grow a book of business within a collaborative team. You will identify trust business opportunities, manage portfolios per policies, and support investment processes.

Candidates should interpret financial statements, communicate complex concepts clearly, and deliver persuasive reports and presentations. The role blends client service with strategic thinking and compliance.

Qualifications

• B.A or B.S. in finance or accounting required.
• 5 years of industry work experience required.
• MBA and/or CFA designation preferred.
• Intermediate MS Office including Excel and Word.

Responsibilities

• Grow a book of business within a team environment.
• Identify and cultivate new trust business opportunities.
• Manage investment portfolios within established policies and regulations.
• Assist in the investment process and strategic thinking.
• Explain complex financial concepts in simple terms.
• Develop new business to meet strategic goals.
• Monitor portfolio performance.

Skills

Relationship building

Networking

Communication

Portfolio management

Financial analysis

Risk management

Trust law familiarity

Education

B.A./B.S. in finance or accounting

MBA or CFA designation preferred

Tools

Microsoft Office

Excel

Word

Job description

About The Role

• Proven ability to grow a book of business within a team environment.


• Identify and cultivate new trust business opportunities through networking, referrals, and strategic outreach.


• Manage investment portfolios in accounts and assigned accounts within the confines of established policies and regulations.


• Assist in the management of the company’s investment process and strategic thinking.


• Perform a variety of written and verbal communication tasks and projects in order to ensure satisfactory completion and implementation of work or projects.


• Develop new business to further the strategic goals of the company.


• Ability to interpret financial statements and market data.


• Identify, assess, and mitigate risks associated with market dynamics, credit and liquidity.


• Proficient in global asset allocation strategies including alternative investments.


• Monitor and assess portfolio performance.


• Excellent communicator that builds trust with clients, business partners and management.


• Ability to explain complex financial concepts in simple terms.


• Write clear reports and deliver persuasive presentations.


• Strategic thinking and decision making.


• Familiarity with trust law, estate planning and fiduciary responsibilities.


• Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.


• Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.


• Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.


• May be asked to coach, mentor, or train others and teach coursework as subject matter expert.


• Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.


• Takes personal initiative and is a positive example for others to emulate.


• Embraces our vision to become “Business Bank of Choice”.


• May perform other duties as assigned.

About You

• B.A or B.S. in finance or accounting and/or equivalent combination of experience and training, required.


• Master of Business Administration and/or Chartered Financial Analyst designation, preferred.


• 5 years of industry work experience, required.


• 5 years of Experience with trust software, preferred.


• Thorough understanding and ability to interpret moderately complex accounting literature and accounting pronouncements, regulations, practice, and theory, as well as the ability to apply this knowledge to day-to-day activities.


• Intermediate computer skills with an emphasis on Microsoft Office products, including Excel and WordOrganizational and project management skills.


• Effective team player.


• Effective verbal and written communication skills.


• Ability to meet bonding requirements for employment purpose.


• Stays informed of developments in security markets.


• Performs investment research.


• High level of understanding of asset allocation strategies.


• Skills and knowledge to manage individual equity or fixed income strategies.

Travel Type

Occasional

The base pay range for this role is $102,361.20 - $190,000.00.

The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.

Evergreen

This posting is part of an evergreen requisition to create a pipeline of talent. If you are interested in potential opportunities in this area, we encourage you to apply. While we may not have an immediate opening at this time, we are always looking for top talent and will reach out as positions become available in the posted locations.

Our Benefits

• We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.


• eligible associates comprehensive healthcare coverage (medical, dental, and vision plans)


• a 401(k)-retirement savings plan with employer match for qualifying associate contributions


• an employee assistance program


• life insurance


• disability insurance


• tuition assistance


• mental health resources


• identity theft protection


• legal support


• auto and home insurance


• pet insurance


• access to an online discount marketplace


• paid vacation, sick days, volunteer days, and holidays


• Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment To Diversity

Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [e-mail].

To Staffing And Recruiting Agencies

Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.