Portfolio Manager - Jackson, United States - Citizens National Bank

Description

Reports to:
Chief Trust & Investment Officer

Date:
March 31, 2023
Summary/Objective

The Portfolio Manager is responsible for tracking the performance and information related to individual securities, recommending changes to the Trust Buy List and performing quarterly portfolio reviews.

Primary Functions

Manage approved list of securities:
track performance and information concerning individual securities, recommend/make changes to trust security lists.
Perform quarterly allocation and performance reviews for portfolios.
Monitor performance and risk of "model"/ETF portfolios. Recommend changes to model portfolio allocations and security selection. Responsible for rebalancing models.
Review investments and recommended changes for retirement plans; prepare review materials for plan sponsors.
Manage investments for portfolios.
Execute trading of securities for portfolios.
Meet with clients and prospects to discuss investment choices and performance.
Prepare material for annual client reviews and track client goals where applicable. Responsible for administrative reviews.
Secondary Functions
Create/provide information for high-touch Wealth Management clients.
Serve as administrator on trust accounts as assigned.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Supervisory Responsibility
None
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines.
Physical Demands

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.

While performing the duties of this job, the employee is regularly required to talk or hear.

This is a largely sedentary role, requiring use of typical office equipment such as a computer and phone; however, occasional bending, stooping, and stretching may be required as well as the ability to lift up to 10 pounds.

The employee frequently is required to use hands to finger, handle, or feel and reach with hands and arms. Specific vision abilities required by this job include close vision and ability to adjust focus.
Position Type/Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5 p.m. Work outside of this schedule may be required as job duties demand.
Travel
Minimal travel is expected for this position.
Required Education and Experience
High School Graduate or GED and either Associate's Degree or 4 years of related experience.
Effective time management and organizational skills.
Effective interpersonal skills.
Proficient in Excel and Microsoft Word.
Must be able to work alone or in a team environment.
Ability to manage confidential information.
Preferred Education and Experience
Bachelor's Degree or more than 5 years of related experience.
Three or more years of experience in accounting, trust administration and/or banking.
AAP/EEO Statement

Citizens National Bank is an equal employment opportunity employer and complies with all applicable laws and regulations regarding affirmative action and equal opportunity and does not illegally discriminate against anyone protected by law because of that person's race, color, religion, sex, national origin, age, or the individual's status as a veteran or a qualified disabled individual.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.

Duties, responsibilities and activities may change at any time with or without notice.

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