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Trust Portfolio Manager

Topeka, KS
Company: CoreFirst Bank & Trust
Position: Trust Portfolio Manager
Reports to: Senior Portfolio Manager
Classification: Exempt; Full-Time 
Hours: 8:00 am to 5:00 pm Monday through Friday
Location: Topeka Headquarters

**$500 sign on bonus for new hires**

Role: The Trust Portfolio Manager is responsible for the portfolio of assigned accounts and marketing activities to increase the number of accounts administered.
 
Essential Job Functions:
  • Communicate with clients about their accounts, market conditions and economic and market trends
  • Coordinate investments with administrators and their clients
  • Establish client investment objectives, including risk tolerance, asset allocation, and cash requirements
  • Monitor and implement investment models
  • Monitor asset allocation relative to policy and goals
  • Place and monitor trades
  • Conduct ongoing research regarding securities and market and economic trends
  • Create reports on investment-related performance and activity and review reports for accuracy
  • Explain and differentiate between various investment opportunities
  • Maintain relationships with third-party vendors
  • Work with Operations department to complete projects
  • Responsible for investment review portion of annual account review process
  • Maintain records and files of all portfolio activity
  • Other tasks as needed

Knowledge, Skills, and Abilities:
Experience
  • A minimum of three years of experience in equities and bond investments, investment research, brokerage business, or Trust Department Investments experience preferred
 Education
  • Bachelor’s Degree in Business or related field preferred
  • CFA, CFP or other similar designation preferred
 Interpersonal Skills
  • Strong written, verbal, interpersonal and analytical skills, including ability to interact effectively with customers, employees and management are essential
  • Excellent interpersonal and organizational skills
  • The ability to plan and execute multiple projects and initiatives balancing department and organizational demands and resources is a must; work must be completed with quality and accuracy
  • Work in a team environment while promoting a positive attitude toward teamwork
  • Accept and respond to changes in the work environment
  • Willingness to pursue advanced certifications such as CFA or AIF A significant level of trust is required as this position is exposed to sensitive and confidential information which cannot be shared outside of the Department. Diplomacy, courtesy, and tact is required. Demonstrated ability to foster sound professional relationships with management is necessary.
 Competencies
  • Possesses detailed knowledge of economic theory and financial terminology.
  • Possesses detailed knowledge of best investment practices.
  • Maintains professional and confident demeanor.
  • Communicates clearly and effectively.
  • Demonstrates ability to translate financial language into layman’s terms for explanatory purposes.
  • Possesses strong analytical and problem-solving skills.
  • Demonstrates ability to make informed and logical management decisions.
  • Is capable of applying economic theory and research to daily management activity.
  • Exhibits ability to remain calm and think analytically during stressful situations.
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to talk and listen to members and other employees. Physical activities include a combination of constant sitting, constant hand motion and occasional standing/walking. These activities are not necessarily performed to the same degree and combination every day.
 
Travel
Travel is primarily local during the business day, although some local evening and weekend travel may be expected.
 
Work Environment
  • The majority of working hours will be spent in an office setting monitoring portfolios and meeting with clients.
  • Some local travel for client meetings may be necessary.
  • Workweeks often exceed the standard 40 hours.
  • Work environment may be high stress in periods of economic downturn or market instability.
Applicants must have a clean driving record and pass a drug screen and background check.
Internal applicants must be meeting the minimum requirements of their current job and submit a cover letter and resume via the employee portal.

Applicants must have a clean driving record and pass a drug screen and background check.

Internal applicants must be meeting the minimum requirements of their current job and submit a cover letter and resume via the employee portal.
CoreFirst provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, CoreFirst complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
 
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