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JOB FUNCTION / SUMMARY:
The Investment Portfolio Specialist provides portfolio support to all lines of Wealth Asset Management by engaging in asset management functionalities, such as, strategy implementation, trading, performance reporting, marketing and compliance.
ESSENTIAL DUTIES & RESPONSIBILITIES:
- Works directly with the asset allocation and manufacturing teams to implement investment strategy decisions across multiple lines of business
- Works directly with Senior Portfolio Managers to invest client accounts according to risk tolerance and investment strategy.
- Provides portfolio support by deciding which securities to buy and sell to fulfill requests, such as withdrawals, contributions, or tax harvesting.
- Develops a basic knowledge of and utilize software programs such as, Morningstar Direct, Factset, or Bloomberg, to analyze portfolios through attribution or performance analysis.
- Populates and maintain databases with firm and strategy level updates for asset retention and new business development.
- Works directly with equity and fixed income traders for trade entry, execution and reporting.
- Provides data to various lines of business for client retention and new business development.
- Works directly with Trust Compliance and Portfolio Managers to monitor and correct account exceptions
- Other duties and special projects as assigned by Senior Management may include but proxy voting, corporate actions, vendor management liaison, soft dollar and broker dealer analysis.
SUPERVISORY RESPONSIBILITIES:
None.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
- Bachelor's Degree preferably in Finance, Economics, or other related field or equivalent combination of experience and training required.
- 1 year related experience and/or training or equivalent combination of education and experience.
- Ability to write reports, business correspondence and procedure manuals.
- Requires an understanding of banking and investment regulations.
- Requires an understanding of trusts and investment products and markets.
- Demonstrated ability to think critically and problem solve.
- Excellent writing, communication, and interpersonal skills.
- Basic knowledge of and exposure to the investment industry and investment concepts.
- Basic knowledge of Microsoft Office Applications, including Excel, and Power Point.
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
- Ability to work under stress and meet deadlines.
- Results-oriented and has a high degree of accountability, commitment and responsibility.
- Ability to operate related equipment to perform the essential job functions.
- Ability to travel if required to perform the essential job functions.
- Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.