<p>Equal Opportunity Employer, Including Disability/VETS</p> <p>Summary Description</p> <p>This individual will train closely with the Trust & Wealth Management Division Portfolio Managers to obtain the various skills and expertise necessary for transition into a Portfolio Manager. They will assist with the implementation of the overall investment function within the Investment Policy guidelines and learn to manage a book of portfolios for assigned relationships. The actual time for progression to become a Portfolio Manager will depend on the individual's skill set and knowledge level.</p> <p>Essential Functions</p> <ul> <li>Work closely with Portfolio Manager group to develop skills necessary to independently manage client portfolios and client relationships </li><li>Learn department's techniques associated with asset allocation of client portfolios </li><li>Learn department's processes involved with direct purchase, sale and redemption of investment securities </li><li>Obtain working knowledge required for adherence to regulatory and compliance policies and procedures </li><li>Coordinate and assist with daily monitoring of the Divisions approved securities lists (equity, mutual fund, exchange traded fund, etc.) </li><li>Assist Portfolio Managers/Business Development Officers with the preparation of meeting materials to review financial objectives and account performance for existing clients </li><li>Accompanies and supports Trust Portfolio Managers when meeting existing and prospective clients </li><li>Assist Trust Portfolio Managers with special projects as identified and assigned </li><li>Participate in various community related activities and functions </li></ul> <p>Position Requirements</p> <ul> <li>Bachelor's degree in related field </li><li>Familiarity with a broad range of trust and investment markets preferred </li><li>Willingness to complete additional education as assigned </li><li>Overnight travel may be necessary on a limited basis </li><li>Work is generally performed indoors in environmentally controlled conditions </li><li>Typically, the employee may sit to perform the work. However, there may be some standing, walking, bending and carrying of light items in the course of the work </li><li>Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions </li></ul> <p>Critical Skills / Expertise</p> <ul> <li>Strong attention to detail </li><li>Strong analytical skills </li><li>Computer proficiency; Word, Excel, Access, accounting software </li><li>Professional image and excellent oral and written communication skills </li><li>Excellent communications skills </li><li>Strong leadership skills </li></ul>