Trust Investment Portfolio Manager

Responsible for account investment management , investment research, client service, and new business development. This position will assistant the Trust Investment Officers with investment research, strategy, and guidance, as well as meeting with clients in a group setting both in person and over the phone.

ESSENTIAL DUTIES and RESPONSIBILITIES

• Maintain assigned client portfolios by processing transactions using InvestorsView and Trust Desk portfolio management systems by buying and selling securities while adhering to overall company investment strategy/guidance/recommendations
• Assist in the investment research process by gathering pertinent financial data
• Assist investment officers with preparing sector/equity review analysis
• Help with the preparation and maintenance of custom models, fact sheets, and other investment materials
• Maintain regular communications/meetings with assigned clients by reviewing investment portfolios, discussing investment strategy , and reviewing account performance. Most meetings include a trust administrative officer that is also assigned to the account .
• Participate in new business development through internal and external networking, as well as meetings with prospective clients. This will involve support from other personnel until a sufficient level of experience is attained.
• Provide necessary documentation and monitoring of compliance issues
• Participate and provide input in internal meetings, committees, and decisions
• Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
• Regular, predictable attendance is an essential requirement of this position
• Complete other duties as assigned

EDUCATION and/or EXPERIENCE:

• Bachelor's degree in Business/Accounting/Finance.
• Internship or some other related industry experience preferred.

E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.

Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran