Description
The Trust Portfolio Manager will manage and oversee client investment portfolios, including investment management accounts, trusts, and related accounts, in accordance with clients’ investment policy statements, trust purposes, account objectives, and fiduciary standards. The role includes portfolio analysis, rebalancing, client and prospect presentations, investment research, committee recommendations, business development, and compliance with applicable policies and regulatory requirements. A bachelor’s degree and at least five years of investment management, portfolio management, trust, or related financial services experience are required.
