What are the responsibilities and job description for the Sr. Investment Officer position at First Community Trust?
First Community Trust– Sr. Investment Officer
We truly believe that people matter . From our clients to our employees, our goal is to make sure we take care of our people first.
FCT is a nationally chartered trust company offering investment, retirement, and trust services, primarily through credit unions. Our retail and institutional clients entrust FCT to manage over $1.3B of assets on their behalf. FCT is actively pursuing growth initiatives, and we are seeking team members who take great pride in their work and want to contribute to the stability and growth of the firm.
We are seeking a Senior Investment Officer to join our rapidly growing team. This individual will provide essential support to our Chief Investment Officer (CIO) in managing and analyzing client investments. This role will assist in crafting and maintaining client portfolios, ensuring alignment with targeted portfolio mixes, and producing market and economic analyses. The ideal candidate will have a strong background in investment research, portfolio construction, and compliance, with a passion for market trends and client-focused solutions.
Responsibilities :
- Manage investments in accordance with specified objectives ensuring consistency with the needs of principal, beneficiaries and remaindermen.
- Regularly monitor and adjust portfolios to ensure they are aligned with the defined Investment Objectives.
- Assist the CIO and Trust Administrators with various compliance and management reports.
- Conduct research and analysis of stocks, bonds, ETFS and mutual funds for client portfolios.
- Prepare materials for client account reviews, including analysis of portfolio performance and market conditions.
- Collaborate with administrators to present portfolio reviews and investment strategies to clients and prospects.
- Create presentations on market conditions, economic trends, and relevant investment insights for clients.
Requirements :
Equal Opportunity Employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
If you have a passion for helping people meet their financial goals please submit your resume, cover letter and salary requirements.
