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About the Role
This role supports the WMG Investment Services function, including securities trading, model portfolio re-balancing, data entry, and report compilation. You will play a key part in ensuring the timely and accurate development of investment services reports and maintaining relationships with brokers.
Responsibilities
- Ensures the timely and accurate development of various investment services reports.
- Keeps records of brokerage commissions and maintains good working relationships with various brokers.
- Resolves problems regarding settlements, securities, etc.
- Maintains a working knowledge of investment services software.
- Provides assistance in investment planning and portfolio management services, including performance reporting and preparing client presentations.
- Reviews portfolios with Investment Officers.
- Understands the investment plan for each assigned account.
- Participates in the Department’s investment process, including reviewing individual securities and recommended asset allocations.
- Participates in meetings with clients and their outside advisors.
- Understands the investment recommendations and investment strategies employed by the Department.
- Gains investment knowledge and understanding from reports and investment information from other outside sources.
- Initiates required administrative and operating procedures to ensure proper administration of accounts.
- Recommends operating methods as appropriate to manager.
- Executes buy and sell orders for marketable securities in accordance with established Department policies.
- Manages model portfolios under the supervision of Portfolio Managers, reflecting the Department’s current investment policies and strategies.
- Assists in reviewing managed accounts for non-approved holdings, overweight positions and concentrations, asset allocation exceptions, and fixed income holdings whose ratings are below policy minimums.
- Works with the Portfolio Manager and Relationship Manager to resolve issues and document exceptions.
- Performs special research on accounts as may be required.
- Stays informed of relevant conditions and trends in the capital markets.
- Communicates capital market information to WMG Investment Services Manager and Portfolio Managers.
- Conforms to General Performance Expectations.
Requirements
- BA or BS degree in a related field of study required.
- Specialized investment management education and training preferred.
- Specialized securities and securities trading education and training preferred.
- A minimum of two years in a related position preferred.
- Proficient interpersonal and communication skills.
- Proficient reading, writing, grammar and math skills.
- Develops working knowledge of current regulations, operating policies and procedures that impact the department and its function.
- Proficient computer skills including the Microsoft Office Suite.
- Ability to travel.
- Valid Driver’s License required.
Skills
- Securities trading
- Model portfolio re-balancing
- Data entry
- Report compilation
- Investment planning
- Portfolio management
- Performance reporting
- Client presentations
- Investment process
- Individual securities review
- Asset allocation
- Administrative duties
- Operating procedures
- Microsoft Office Suite
Location
- 14-county footprint
Work Type
- Full-time
Experience Level
- Minimum of two years in a related position preferred
Education Level
- BA or BS degree in a related field of study
- Specialized investment management education and training
- Specialized securities and securities trading education and training
Salary/Compensations
- $19 to $29 hourly
Benefits
- Profit Sharing/401K Plan
- Health, Dental & Vision Insurance
- Tuition Reimbursement
- Paid time off
- Employee Assistance Program
About the Company
- Chemung Canal Trust Company/Capital Bank/Canal Bank fosters a diverse and inclusive culture where employees are able to succeed to their full potential.
- As a proud community bank, we believe in giving back to the neighborhoods we serve.
- Supporting local events and organizations across our 14-county footprint isn’t just something we do, it’s who we are.
Equal Opportunity
- EEO/AA Including Veterans and Disabled