Junior Portfolio Manager
Company: City National Bank of WV
Location: Charleston
Posted on: May 23, 2023
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Job Description:
Summary DescriptionThis individual will train closely with the
Trust & Wealth Management Division Portfolio Managers to obtain the
various skills and expertise necessary for transition into a
Portfolio Manager. They will assist with the implementation of the
overall investment function within the Investment Policy guidelines
and learn to manage a book of portfolios for assigned
relationships. The actual time for progression to become a
Portfolio Manager will depend on the individual's skill set and
knowledge level.Essential FunctionsWork closely with Portfolio
Manager group to develop skills necessary to independently manage
client portfolios and client relationshipsLearn department's
techniques associated with asset allocation of client
portfoliosLearn department's processes involved with direct
purchase, sale and redemption of investment securitiesObtain
working knowledge required for adherence to regulatory and
compliance policies and proceduresCoordinate and assist with daily
monitoring of the Divisions approved securities lists (equity,
mutual fund, exchange traded fund, etc.)Assist Portfolio
Managers/Business Development Officers with the preparation of
meeting materials to review financial objectives and account
performance for existing clientsAccompanies and supports Trust
Portfolio Managers when meeting existing and prospective
clientsAssist Trust Portfolio Managers with special projects as
identified and assignedParticipate in various community related
activities and functionsReasonable accommodations may be made to
enable individuals with disabilities to perform expected
functionsPosition RequirementsBachelor's degree in related
fieldFamiliarity with a broad range of trust and investment markets
preferredWillingness to complete additional education as
assignedOvernight travel may be necessary on a limited basisWork is
generally performed indoors in environmentally controlled
conditionsTypically, 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 workCritical Skills /
ExpertiseStrong attention to detailStrong analytical skillsComputer
proficiency; Word, Excel, Access, accounting softwareProfessional
image and excellent oral and written communication skillsExcellent
communications skillsStrong leadership skills
Keywords: City National Bank of WV, Charleston , Junior Portfolio Manager, Executive , Charleston, West Virginia
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