Portfolio Manager II - Wealth and Trust Division - Huntington, W
Company: City National Bank of WV
Location: Charleston
Posted on: January 24, 2023
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Job Description:
Equal Opportunity Employer
Summary Description
Develop, recommend and direct execution of investment programs to
achieve the objectives of complex client relationships. Act
independently within investment policy guidelines as well as manage
portfolios for assigned relationships. Compile investment research
as provided by various resources to provide support to the overall
function of the Trust Investment Committee.
Essential Functions
---Directs purchase, sale and redemption of investment
portfolios
---Directs funds placement
---Reviews financial statements to assess fund performance
---Perform research to assist in determining optimal investment
vehicles
---Assist with Response for Proposals requests as well as
presentations for new business opportunities
---Support and maintenance of Division's Primary and Secondary
Equity and Mutual Fund List as well as performing due diligence
regarding closely held securities
---Assist Trust Administrative Officers with annual account
reviews
---Meets with existing and prospective client to review and assess
financial objectives
---Asset allocation of client portfolios
---Provides investment support for business development activities,
including client presentations
---Coordinate overall investment research function for Trust and
Wealth Management Division for presentation to Trust Investment
Committee
---Additional responsibilities to include assisting Senior Trust
Portfolio Manager with special projects
---Adherence to all regulatory compliance policies and
procedures
---Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions
Position Requirements
---Bachelor's degree in related field
---Familiarity with a broad range of trust services including
personal trust, investment management, estate administration and
investment strategies
---Familiarity with and general knowledge of overall investment
markets
---5 years relevant experience preferred
---Work is generally performed indoors in environmentally
controlled conditions
---Typically the employee may sit to perform the work. However,
there may be some standing, walking, bending and carrying of light
items in the course of the work
Critical Skills / Expertise
---Experience in tax and regulatory issues
---Strong attention to detail
---Computer proficiency: Word, Excel, Access, Accounting
Software
---Professional image and excellent communication skills
Keywords: City National Bank of WV, Charleston , Portfolio Manager II - Wealth and Trust Division - Huntington, W, Executive , Charleston, West Virginia
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