Junior Portfolio Manager - Trust - Lexington/Versailles Area

Job Description

Job DescriptionEqual Opportutnity Employer
Junior Portfolio Manager - Lexington Trust Division
Lexington/Versailles Area

Summary Description

This individual will train closely with the Trust & Wealth Management Division Portfolio Managers to obtain the various skills and expertise necessary for transition into a Portfolio Manager. They will assist with the implementation of the overall investment function within the Investment Policy guidelines and learn to manage a book of portfolios for assigned relationships. The actual time for progression to become a Portfolio Manager will depend on the individual's skill set and knowledge level.

Essential Functions

• Work closely with Portfolio Manager group to develop skills necessary to independently manage client portfolios and client relationships

• Learn department's techniques associated with asset allocation of client portfolios

• Learn department's processes involved with direct purchase, sale and redemption of investment securities

• Obtain working knowledge required for adherence to regulatory and compliance policies and procedures

• Coordinate and assist with daily monitoring of the Divisions approved securities lists (equity, mutual fund, exchange traded fund, etc.)

• Assist Portfolio Managers/Business Development Officers with the preparation of meeting materials to review financial objectives and account performance for existing clients

• Accompanies and supports Trust Portfolio Managers when meeting existing and prospective clients

• Assist Trust Portfolio Managers with special projects as identified and assigned

• Participate in various community related activities and functions

• Reasonable accommodations may be made to enable individuals with disabilities to perform expected functions

Position Requirements

• Bachelor's degree in related field

• Familiarity with a broad range of trust and investment markets preferred

• Willingness to complete additional education as assigned

• Overnight travel may be necessary on a limited basis

• Work is generally performed indoors in environmentally controlled conditions

• Typically, the employee may sit to perform the work. However, there may be some standing, walking, bending and carrying of light items in the course of the work

Critical Skills / Expertise

• Strong attention to detail

• Strong analytical skills

• Computer proficiency; Word, Excel, Access, accounting software

• Professional image and excellent oral and written communication skills

• Excellent communications skills

• Strong leadership skills