Associate Portfolio Manager jobs in United States
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S&T Bank · 16 hours ago

Associate Portfolio Manager

positionGreensburg
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$34K/yr - $69K/yr
date5+ years exp

S&T Bank is seeking an Associate Portfolio Manager to provide support to the Manager of Trust Investments and the Trust Manager for investment-related projects and tasks. The role primarily involves processing trades for Portfolio Managers on Trust accounts and coordinating with Trust Support to manage new assets in the Trust accounting system.

BankingFinancial ServicesWealth Management
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Growth Opportunities

Responsibilities

Process trading requests/trade trackers via the Unity workflow from the Relationship Managers
Coordinate with Trust Support to establish new assets on the Trust accounting system
Conducts the necessary reviews on Irrevocable Life Insurance Accounts and collaborates with Trust Support to ensure premiums are paid in a timely manner. Manages the recommended and non-recommended security oversight process
Responsible for producing the necessary investment reports for Fiduciary Committee
Responsible for conducting the proper oversight of the money market utilized in Trust accounts to ensure that S&T’s Fiduciary duty is fulfilled
Serves as the liaison with the vendor for Proxy Voting for all Trust accounts
Assists with gathering the required documentation to conduct the necessary oversight of SEI as Investment Manager for Trust
Performs other duties as assigned

Qualification

Securities knowledgeTrading platformsTrust accounting systemInvestment reportingCollaboration skills

Required

Requires a four-year degree or equivalent
Requires five to ten years general business experience
Requires five to ten years of specialized experience

Preferred

Preferred specialized experience knowledge of securities and their trading platforms

Company

S&T Bank

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S&T Bank was founded in 1902 as “Savings & Trust Company of Indiana” with a single location in Indiana, Pennsylvania.
dateFounded in 1902
location
Indiana, Pennsylvania, USA
people-size1001-5000 employees
web-link
https://www.stbank.com/

Funding

Current Stage
Public Company
Total Funding
unknown
1992-04-24IPO

Leadership Team

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Chris McComish
Chief Executive Officer
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Bill Kametz
Executive Vice President, Deputy Chief Credit Officer
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