Associate Portfolio Manager
S&T Bank
full-time
Posted on:
Location Type: Office
Location: Greensburg • Pennsylvania • United States
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Salary
💰 $33,750 - $69,300 per year
About the role
- Provide support to the Manager of Trust Investments and the Trust Manager for investment related projects and tasks.
- Primarily responsible for processing all trades for Portfolio Managers on Trust accounts and coordinating with Trust Support to set up new assets in the Trust accounting system.
- Collaborate with Trust support to ensure all firm specific assets are monitored and appropriately priced.
- Serve as the liaison with SEI on investment related tasks.
- Coordinate with Trust Support to establish new assets on the Trust accounting system.
- Conduct necessary reviews on Irrevocable Life Insurance accounts and collaborate with Trust Support to ensure premiums are paid in a timely manner.
- Manage the recommended and non-recommended security oversight process.
- Responsible for producing the necessary investment reports for the Fiduciary Committee.
- Conduct proper oversight of the money market utilized in Trust accounts to ensure that S&T’s Fiduciary duty is fulfilled.
- Serve as the liaison with the vendor for Proxy Voting for all Trust accounts.
- Assist with gathering the required documentation to conduct the necessary oversight of SEI as Investment Manager for Trust.
- Perform other duties as assigned.
Requirements
- Requires a four-year degree or equivalent
- Requires five to ten years general business experience
- Requires five to ten years of specialized experience
- Preferred specialized experience knowledge of securities and their trading platforms.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment reportingtrade processingsecurity oversightasset managementportfolio managementfinancial analysisrisk assessmentcompliance monitoringdocumentation gatheringoversight of investment managers
Soft Skills
collaborationcommunicationorganizational skillsattention to detailproblem-solvingliaison skillstime managementinterpersonal skillsproject managementadaptability