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Junior Portfolio Manager

Company: City National Bank of WV
Location: Charleston
Posted on: May 23, 2023

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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