Trust Investment Portfolio Manager

The Farmers National Bank Of Canfield

Full-time

Credit Intermediation and Related Activities

About the position

The Trust Investment Portfolio Manager is responsible for managing client investment accounts, conducting investment research, providing client service, and developing new business opportunities. This role involves assisting Trust Investment Officers with investment strategies and guidance, as well as engaging with clients in both group settings and individual meetings, which can occur in person or over the phone. The position is critical in ensuring that client portfolios are maintained according to the company's investment strategies and guidelines. In this role, the manager will maintain assigned client portfolios by processing transactions through the InvestorsView and Trust Desk portfolio management systems. This includes buying and selling securities while adhering to the overall investment strategy and recommendations of the company. The manager will also assist in the investment research process by gathering relevant financial data and preparing sector and equity review analyses. Additionally, the preparation and maintenance of custom models, fact sheets, and other investment materials are essential duties. Regular communication with clients is a key responsibility, where the manager will review investment portfolios, discuss strategies, and assess account performance. These meetings typically involve a trust administrative officer assigned to the account. The manager will also participate in new business development efforts through networking and meetings with prospective clients, with support from other personnel until they gain sufficient experience. Compliance is a significant aspect of this role, requiring the manager to provide necessary documentation and monitor compliance issues. Participation in internal meetings, committees, and decision-making processes is also expected. The manager must complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures, ensuring adherence to all relevant rules and regulations. Regular attendance is essential, and the manager may be assigned additional duties as needed.

Responsibilities

• Maintain assigned client portfolios by processing transactions using InvestorsView and Trust Desk portfolio management systems.
• Assist in the investment research process by gathering pertinent financial data.
• Assist investment officers with preparing sector/equity review analysis.
• Help with the preparation and maintenance of custom models, fact sheets, and other investment materials.
• Maintain regular communications/meetings with assigned clients by reviewing investment portfolios, discussing investment strategy, and reviewing account performance.
• Participate in new business development through internal and external networking, as well as meetings with prospective clients.
• Provide necessary documentation and monitoring of compliance issues.
• Participate and provide input in internal meetings, committees, and decisions.
• Complete all mandatory and elective training, including BSA and Anti-Money Laundering procedures.
• Complete other duties as assigned.

Requirements

• Bachelor's degree in Business, Accounting, or Finance.
• Internship or some other related industry experience preferred.

Nice-to-haves

• Portfolio Management
• Trust Services