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Trust Portfolio Manager
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Full-time
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- JOB FUNCTION / SUMMARY:Manages the most complex bond and equity investment portfolios for Trust clients.
- ESSENTIAL DUTIES & RESPONSIBILITIES:Develops methodologies for investment strategies and / or is involved in the ongoing process of reviewing and modifying existing methodologies.
- Determines investment strategies for clients, shareholders, or advisors in the form of a separately managed account, mutual fund, or some type of collective vehicle.
- Direct involvement in the marketing and distribution of separately managed account strategies and own managed mutual funds to 3rd party advisors and due diligence teams.
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