Trust Associate Portfolio Manager

il y a 4 jours

Job, Auvergne-Rhône-Alpes, France Security Bank & Trust Co. Temps plein

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Trust Associate Portfolio Manager - Glencoe, MN

Job Location:
Glencoe

Position type:
Full-time

Yearly Salary:
$50,000 - $90,000

The Trust Department is seeking a motivated and detail-oriented Associate Portfolio Manager to support the management and administration of client trust portfolios. This is an excellent opportunity for candidates who are passionate about investment management, client service, and building a career in the financial services industry.

Responsibilities

  • Assist Portfolio Manager in monitoring and managing trust portfolios to ensure they meet client objectives and regulatory requirements.
  • Conduct research and analysis on investment opportunities, market trends, and asset allocation strategies.
  • Prepare and deliver periodic reports on portfolio performance, holdings, and compliance.
  • Support the implementation of investment decisions, including trade execution and documentation.
  • Collaborate with Trust Officers and other team members to address client inquiries and support account administration.
  • Maintain accurate records and ensure adherence to internal policies and external regulations.

Education
Bachelors degree in Finance, Economics, Business, or related field (required)

Qualifications

  • 0–2 years of experience in investment management, banking, or finance preferred.
  • Strong analytical and quantitative skills, with attention to detail.
  • Excellent communication and interpersonal abilities.
  • Proficiency in Microsoft Office Suite; experience with portfolio management software is a plus.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • Commitment to maintaining confidentiality and integrity in handling sensitive information.

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