Company: CoreFirst Bank & Trust
Position: Assistant/Junior 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, KS or Olathe, KS

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

Role: The Assistant/Junior Trust Portfolio Manager is responsible for assisting with the day-to-day management of client accounts, helping with investment research & analysis, and supporting marketing activities to increase the number of accounts administered. A Junior Portfolio Manager would be expected to meet with clients and manage a portfolio of client accounts, while an Assistant Portfolio Manager would grow into that role.
 
Assistant Portfolio Manager expected to do the following and grow into Junior Portfolio Manager duties:

• Create reports on investment-related performance and activity and review reports for accuracy
• Monitor asset allocation relative to policy and goals
• Conduct ongoing research regarding securities and market & economic trends
• Manage fixed income maturities and reinvestment
• Work with Operations department to complete projects
• Maintain records and files of all portfolio activity
• Monitor and implement investment models
• Place and monitor trades for completion
• Maintain relationships with third-party vendors
• Other tasks as needed

Junior Portfolio Manager expected to be able to complete Assistant Portfolio Manager duties plus the following:

• Create reports on investment-related performance and activity and review reports for accuracy
• Communicate with clients about their accounts, market conditions and economic and market trends
• Establish client investment objectives, including risk tolerance, asset allocation, and cash requirements
• Explain and differentiate between various investment opportunities
• Coordinate investments with administrators and their clients
• Responsible for investment review portion of annual account review process
• Other tasks as needed

Knowledge, Skills, and Abilities:
 Education

• Bachelor’s Degree in Business or related field preferred
• Goal of obtaining CFA Charter or CFP.
• College, course work, or work experience that has provided a basic understanding of equities, bond, ETF, and/or Mutual Fund investments.

 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.

 Skills & Abilities

• Strong written, verbal, interpersonal and analytical skills, including ability to interact effectively with customers, employees and management are essential
• Outstanding 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, CFP, CAIA, ChFC, or AIF

 Competencies

• Ability to handle a wide variety of tasks: client-related, investments, and operational
• Communicates clearly and effectively
• Demonstrates ability to translate financial language into layman’s terms for explanatory purposes
• Maintains professional and confident demeanor
• Demonstrates ability to make informed and logical decisions
• Exhibits ability to remain calm and think analytically during stressful situations
• Possesses detailed knowledge of economic theory and financial terminology
• Possesses detailed knowledge of best investment practices
• Possesses strong analytical and problem-solving skills
• Is capable of applying economic theory and research to daily management activity

Interpersonal Skills
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.

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.