Description
Candidate must reside in PA or OH to be considered.
Assists with construction and analysis of proprietary investment solutions and the oversight and due diligence of external investment strategies. Assists with the development and implementation of investment strategies for clients. Develops and implements investment policies and procedures to meet compliance requirements and risk management concerns. Manages client relationships and assist partners in the development of new business opportunities. Serves as a subject-matter expert within Wealth Services and the external community; promotes investment related topics with centers of influence, internal advisors and partners.
Essential Job Responsibilities
1. Assists with the analysis and management of internal investment solutions and the evaluation and oversight of external investment strategies, including but not limited to, individual equity and fixed income securities, mutual funds, ETFs, SMA/UMA issues.
2. Assists with the evaluation of economic conditions and the construction of the broad investment strategy and asset allocation decisions of the Wealth Service unit.
3. Develops, implements, and updates investment policies and procedures to meet compliance requirements and risk management concerns.
4. Assists with departmental projects and construction of monthly and quarterly reporting requirements for the investment department
5. Devises, implements, and continually evaluates the investment strategies of current client portfolios and assist wealth partners with, and at times lead, the client relationship management duties for the Wealth Service team.
6. Assists senior investment personnel with new business opportunities, including: prospective client evaluation, RFP response assistance, participation in the construction and delivery of prospective client presentations.
7. Assists with security trading and portfolio realignments
8. Serves as a subject matter expert within Wealth Services
9. Develops and implements strategies to reduce costs and manage the investment process more effectively.
Bona Fide Occupational Qualifications
1. Education: Bachelor's degree in a business or finance related field required. Advanced degree in business or appropriate professional certification preferred.
2. Work Related Experience: Three (3) to Five (5) years of investment portfolio related experience required.
3. Technical Experience: Microsoft Office Excel, PowerPoint, Bloomberg, fi360, Morningstar, FIS
4. Certifications: Preferred designation(s)—Charted Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Chartered Alternative Investment Analyst (CAIA), Certified Trust & Financial Advisor (CTFA)
5. Travel: Regional travel as required.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
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