Manage assigned client relationships as well as assist as necessary throughout the investment management function; assist in the trade activity, research, and evaluation of current and prospective investment securities; and, assist in the analysis and application of various presentation and reporting functions.
Manage assigned client accounts in keeping with governing instrument, the needs of the clients and/or beneficiaries.
Assist as necessary in the managing of portfolios handled by the Trust Department.
Actively participate as a member of the QCRH and Trust Investment Committees, including efforts in research for current and prospective investment holdings.
Assist as necessary with trade activity for fixed income, equity, and mutual fund securities for portfolios managed by the Trust Department.
Develop and maintain working knowledge of economies and current events affecting investment matters.
Maintain working knowledge of the Bloomberg and/or other technological tools in use.
Assist administrative and business development personnel in the preparation of RFP’s and presentations to clients and/or prospective clients.
Perform additional duties as assigned from time to time.
Several years of experience with security research and portfolio management, particularly within a trust department, preferred.
CFA or CFA candidate, plus bachelor’s degree in accounting, finance, math or other related field, or equivalent working experience preferred.
Ability to manage a variety of tasks and work independently.
Excellent customer service skills, both oral and written.
MS Office experience preferred.
Pre-employment drug testing is required.