Requirements
Bachelor's degree in business and / or finance or related discipline required.
Minimum of three years of Portfolio Management experience with a Trust Department or Asset Management Company required.
Job Description
SUMMARY :
As Investment Officer / Portfolio Manager, you will participate in portfolio construction and ongoing portfolio management.
You will maintain a current body of knowledge of economic and financial market trends and conditions and their impact on portfolio construction.
You will also prepare presentations and compile supporting information for current clients and develop new business by promoting investment management services.
CUSTOMER SERVICE SKILLS :
Willingness to provide a level of service which will clearly differentiate us from our competitors.
INTERPERSONAL SKILLS :
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner.
Strong written and verbal communication skills.
ESSENTIAL DUTIES AND RESPONSIBILITIES :
Possesses a working knowledge of investment management.
Prepares and maintains data on current and prospective investments.
Maintains a current body of knowledge of economic trends and conditions.
Maintains familiarity with fiduciary principals and prudent investing concepts.
Participates in the preparation and presentation of reports to existing clients and new business proposals.
OTHER REQUIREMENTS :
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing.
You will also be expected to complete all assigned compliance training in a timely manner.
Knowledge of fixed income securities and their inclusion in an investment portfolio.
Proficiency in mathematics, accounting, finance, and economics.
Strong business development tools.
Skills in relevant information technology to support portfolio management and business development responsibilities.
Ability to effectively present information and respond to questions from prospective and existing clients as well as internal employees.
Ability to work with mathematical concepts such as probability and statistical inference, and apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Ability to define problems, collect data, establish facts, and draw valid conclusions.
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