Senior Investment Officer

A national association and an independent trust company is seeking a talented Senior Investment Officer to join our rapidly growing team. This individual will provide essential support to our Chief Investment Officer (CIO) in managing and analyzing client investments. This role will assist in crafting and maintaining client portfolios, ensuring alignment with targeted portfolio mixes, and producing market and economic analyses. The ideal candidate will have a strong background in investment research, portfolio construction, and compliance, with a passion for market trends and client-focused solutions.

Responsibilities:

• Manage investments in accordance with specified objectives ensuring consistency with the needs of principal, beneficiaries and remaindermen.
• Regularly monitor and adjust portfolios to ensure they are aligned with the defined Investment Objectives.
• Assist the CIO and Wealth Advisors with various compliance and management reports.
• Conduct research and analysis of stocks, bonds, ETFS and mutual funds for client portfolios.
• Prepare materials for client account reviews, including analysis of portfolio performance and market conditions.
• Collaborate with Wealth Advisors to present portfolio reviews and investment strategies to clients and prospects.
• Create presentations on market conditions, economic trends, and relevant investment insights for clients.

Requirements:

• Bachelor’s degree in finance, accounting or economics or equivalent experience.
• 5+ years’ experience in investment research, analysis, and portfolio construction.
• Strong understanding of financial markets, asset allocation and investments.
• Exceptional analytical skills with the ability to interpret complex data.
• Proficiency in financial software and reporting tools.
• Excellent written and verbal communication skills.
• Experience in presenting financial material to clients and prospects.

*Credit and criminal history verification will be required of all applicants.

Equal Opportunity Employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.