Pernini Legal LLC ยท 18 hours ago
Trust Investment Officer
Tulsa, OK
Full-time
Onsite
Senior Level
$100K/yr - $165K/yr
5+ years expPernini Legal LLC is launching a new trust department and is seeking an experienced Trust Investment Officer to join their team. The role involves analyzing investment options, collaborating with external managers, and engaging with clients to propose tailored investment solutions.
Law Practice
Responsibilities
Analyze investment options and develop a list of approved investments
Collaborate with external investment managers
Meet with new and existing clients to assess needs and propose investment solutions
Present the firms investment philosophy to prospective clients
Work alongside the trust team to create and refine processes, policies, and investment strategies
Monitor client portfolios and adjust models based on changing market conditions
Serve as an internal advisor to bank executives on market and economic outlooks
Qualification
Required
5+ years of relevant experience in a trust department or company working with investments and portfolio analysis
Background in selecting investments and building investment models
Proven ability to work directly with clients and communicate complex investment ideas
Experience presenting investment strategies to prospective clients and stakeholders
Bachelors degree required
Preferred
Advanced degree or relevant certifications (CFP, CFA, CTFA, etc.)
Benefits
Excellent insurance and benefits
401(k)
Reimbursement for travel and business expenses
Opportunities for advancement and continued professional development
Company
Pernini Legal LLC
Pernini Legal brings over three decades of unparalleled legal experience.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase