VP & Portfolio Manager

Ameriserv Financial Bank - Johnstown, PA

Full-time - Senior

Johnstown, PA

Credit Intermediation and Related Activities

About the position

The VP & Portfolio Manager is responsible for managing investment portfolios, ensuring adherence to company policies, and maintaining high-quality client service. This role involves active communication with clients, monitoring market trends, and supporting business development efforts. The position requires a strong analytical background and the ability to lead and guide support staff while maintaining professional credentials and pursuing continuing education.

Responsibilities

• Adhere to company policies and procedures regarding investment management guidelines and client objectives.
• Respond promptly and courteously to client inquiries and maintain active communication with account administrative officers and clients.
• Initiate actions to accurately effect security purchase and sales orders.
• Stay informed of trends and developments in the economy and capital markets.
• Guide support staff in day-to-day operations.
• Monitor, review, and manage investment portfolios of assigned accounts, especially complex or critical ones.
• Assist in business development efforts as practical and feasible.
• Proactively engage with assigned client accounts to maintain a high client retention ratio.
• Perform additional projects as assigned.
• Maintain professional credentials and pursue continuing education to enhance knowledge and proficiency.
• Ensure delivery of quality service and investment performance results for clients according to established benchmarks.
• Provide technical and quantitative expertise in managing internal systems and program software for performance measurements and presentations.
• Maintain and report on performance calculations and presentations for individual and composite measurements.

Requirements

• Bachelor's degree in Economics, Finance, Accounting, or Business Administration.
• 5-7 years of direct or related experience, including a minimum of 3 years in portfolio management.
• CFA, CIMA, MBA, or active enrollment in these programs is strongly preferred.
• Excellent analytical and interpersonal skills.

Nice-to-haves

• Experience in business development and client relationship management.