This position is responsible for managing assigned investment portfolios and trust accounts as well as assisting with various functions in the trust investment management arena.
Primary duties include, but are not limited to, the following:
Managing a portfolio of assigned trust accounts
Researching and analyzing data from various markets to enable the quotation of up-to-the-minute prices, rate, etc.
Monitoring market conditions
Maintaining adequate records, assisting in the preparation of periodic performance reports and preparing monthly informational reports
Providing assistance to other portfolio managers in account management and offering advice and guidance to trust account administrators regarding investment policies and procedures
Aiding in new business solicitation and consultations with active trust investment clients and assisting in client calls
Bachelor's degree in finance
Two (2) years of consulting or broker/dealer experience in a trust, brokerage or investment
Ability to establish and maintain priorities
Analytical and mathematical aptitude
Customer service orientation
Additional Salary Information: depends upon qualifications
About Amalgamated Bank of Chicago
Amalgamated Bank of Chicago (ABOC) is a trusted, full-service banking partner that is built on relationships. We meet a wide variety of commercial and consumer banking needs with a full range of products and services--including loans, checking and savings accounts, credit cards, cash management and trust services.