Farmers Trust Company - Boardman, OH
posted 5 months ago
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, whether in person or via phone. The position requires a proactive approach to maintaining assigned client portfolios, which includes processing transactions through portfolio management systems such as InvestorsView and Trust Desk. The manager will buy and sell securities while adhering to the company's overall investment strategy and recommendations. In addition to portfolio management, the Trust Investment Portfolio Manager will assist in the investment research process by gathering relevant financial data and preparing sector and equity review analyses. The role also involves the preparation and maintenance of custom models, fact sheets, and other investment materials. Regular communication with clients is essential, as the manager will review investment portfolios, discuss strategies, and assess account performance during meetings that typically include a trust administrative officer assigned to the account. The position also emphasizes the importance of new business development through networking and meetings with prospective clients, with support from other personnel until the manager gains sufficient experience. Compliance is a critical aspect of the role, requiring the manager to provide necessary documentation and monitor compliance issues, participate in internal meetings and committees, and complete all mandatory training, including BSA and Anti-Money Laundering procedures. Regular attendance and the completion of additional assigned duties are essential requirements for this position.