Trust Portfolio Manager in Downers Grove

Job Description

Portfolio Manager - Trusts

A long-standing, reputable, and customer-focused regional bank in the local market is looking to add an experienced Sr. Trust Officer to their team. Join an organization, that prides itself on comprehensive financial and wealth management services.

Our client bank offers employee stock ownership plan, profit sharing, as well as a base salary commensurate with uncapped incentive. 

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

• 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.
• Create/provide information for high-touch Wealth Management clients.
• Serve as administrator on trust accounts as assigned.

For consideration please email your resume to gabrielle.lazar@gogpac.com.

Call 984-272-2253 for more information.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.