Hyannis, Massachusetts30+ days ago
Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, are required to manage portfolios. Knowledge of investment terminology, the laws and regulations governing trust investments and taxation, as well as the bank’s investment policies, procedures and strategies, usually acquired through work experience and formal education, is required to operate within the framework of trust documents.