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Trust Portfolio Associate: Portfolio Construction

Job in Beckley, Raleigh County, West Virginia, 25802, USA
Listing for: Burke & Herbert Bank
Full Time position
Listed on 2026-08-29
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 65000 - 90000 USD Yearly USD 65000.00 90000.00 YEAR
Job Description & How to Apply Below

Burke & Herbert Bank in Beckley, WV seeks a skilled investment management professional to support and execute client portfolios within our trust division. You will work with Trust Officers to review accounts, propose allocations, and ensure trades align with each client's objectives.

The role emphasizes strong communication, analytical rigor, and a solid understanding of financial markets. You will contribute to portfolio construction, periodic rebalancing, and ongoing client meetings to discuss

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Position Requirements
10+ Years work experience
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