Trust Investment Officer
- Employer
- Cape Ann Savings Bank
- Location
- Gloucester, Massachusetts (US)
- Salary
- Trust Investment Officer
- Closing date
- Oct 21, 2022
View more
- Job Function
- Banking, Portfolio Management: Alternatives, Portfolio Management: Fixed Income, Portfolio Management: Multi-Asset
- Industry Sector
- Commercial Bank, Credit Union, Private Bank, Savings & Loan,
- Certifications
- CFA Charterholder
- Employment Type
- Full Time
- Education
- Bachelors
Job Details
Cape Ann Savings Bank is a 176-year-old Bank at the center of the economic life of Gloucester, Massachusetts. Our full-service Trust and Financial Services Department presently seeks a Trust Investment Officer.
The Trust Investment Officer invests funds for individuals, charitable and fiduciary accounts while working closely with the Bank’s outside investment advisor. The Trust Investment Officer executes the Department’s investment strategy, oversees the Department’s asset allocation models, and monitors market conditions, economic conditions, and advent of new investment products. The Trust Investment Officer partners with the department’s Trust Officers to develop the Department’s base of business.
Cape Ann Savings Bank seeks a candidate with a bachelor’s degree and a Chartered Financial Analyst designation. A master’s degree is preferred. We need a dynamic candidate to round out our roster of professionals as our department evolves from a traditional Trust Department to a modern, full-service, investment solution.
Please email resumes to kathryn.melanson@casbank.com or mail to Kathryn Melanson, Human Resources, Cape Ann Savings Bank, 109 Main Street, Gloucester, Massachusetts 01930.
Company
Cape Ann Savings Bank is a mutual savings bank, meaning we are owned by our depositors, not by stockholders. We intend to remain an independent, local community bank as we have been since 1846. We live in the community with you and have a highly trained and educated staff to serve your financial needs.
To learn more about Cape Ann Savings Bank call us at 978-283-0246, toll free 888-283-2272 or visit one of our office locations in Gloucester, Manchester-by-the-Sea or Rockport, MA.
- Website
- http://www.capeannsavings.bank/
- Telephone
- 978 - 282 - 5776
- Location
-
109 Main Street
GLOUCESTER
MA
01930
US
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