Trust Portfolio Manager 1 at City National Bank of WV

Job DescriptionJob DescriptionEQUAL OPPORTUNITY EMPLOYER, INCLUDING DISABILITY/VETSSummary DescriptionWork closely with Portfolio Managers to assist with the overall investment function, including emphasis on execution of investment programs to achieve the objectives of assigned relationships. Act within investment policy guidelines to manage a book of portfolios for assigned relationships. Compile investment research as provided by various resources to provide contributions to the overall investment function of the Trust Investment Committee.Essential FunctionsDirect purchase, sale and redemption of investment securitiesWork closely with portfolio managers on asset allocation of client portfoliosDaily monitoring of the Divisions’ approved securitiesSupport and maintenance of the Divisions’ approved securities lists (equity, mutual fund, exchange traded fund) including preparation for Trust Investment Committee meetingsPerform due diligence on Divisions’ closely held securities listsPerform annual Reg 9 reviews working with Trust Administrative OfficersMeet with prospective and existing clients to review financial objectives and accountWork closely to support new business development officers with preparation of proposals, including client presentationsAssist Trust Portfolio Managers with special projects as assignedAdherence to all regulatory compliance policies and proceduresParticipates in various community based activitiesPosition RequirementsBachelors degree in related fieldFamiliarity with a broad range of trust and investment servicesFamiliarity with overall investment markets3-5 years of relevant experience preferredWillingness to attend Trust SchoolOvernight travel may be necessary on a limited basisWork is generally performed indoors in environmentally controlled conditionsTypically 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 workReasonable accommodations may be made to enable individuals with disabilities to perform the essential functionsCritical Skills / ExpertiseStrong attention to detailComputer proficiency: Word, Excel, Access, PowerPointExcellent communication skills: written and verbalFamiliarity with tax and regulatory issues