Dual relationship with Financial Advisor and Trust Administration officer to handle investment assets of existing trust accounts
Review client’s asset allocation and develop Investment Policy statements
Monitor account investment performance and present to the Advisor and clients
Review legacy positions and recommend investment models
Review and approve advisor recommended buy/sell transactions for assigned portfolios
Actively participate in the Investment Sub-Committee

Bachelor's degree or equivalent experience
5+ years' investment management experience
Good written and oral communication skills
Effective presentation skills
Strong organizational skills and attention to detail
Experience in trust investment management
Good analytical and problem solving skills
Visa Sponsorship Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

Trust Investment Officer

Key skills