Assistant Portfolio Manager Job City of Elmira New York USA,Finance & Banking

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Regular Full-Time Trust Building, Elmira, NY, US

Salary Range: $19.00 To $29.00 Hourly

Build your future with us.

At the heart of our success is a team of passionate, skilled, and dedicated individuals. We’re on the lookout for people who thrive on delivering exceptional customer service and building lasting client relationships. Our culture is built to attract top talent, celebrate performance, and fuel professional growth.

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. It’s our way of saying thank you to the people who make this region an incredible place to live, work, and grow.

Interested in making a difference while building a rewarding career?

Together, we build something amazing—and we support you with benefits such as:

Profit Sharing/401K Plan
Tuition Reimbursement
Paid time off
Employee Assistance Program

…and more!

Here’s how you’ll make an impact

Responsible for performing administrative duties to support the WMG Investment Services function, including securities trading and re-balancing model portfolios, data entry and compiling various reports.

Ensures the timely and accurate development of various investment services reports.
Keeps records of brokerage commissions as necessary and maintains good working relationships with various brokers.
Resolves problems regarding settlements, securities, etc. as necessary.
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, as necessary. Understands investment plan for each assigned account.
Participates in the Department’s investment process, including reviewing individual securities and recommended asset allocations for specific account objectives. Participates in meetings with clients and their outside advisors, as necessary.
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.
Under the supervision of Portfolio Managers, manages model portfolios in a manner that reflects 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 at the client’s request or for departmental purposes.
Stays informed of relevant conditions and trends in the capital markets. Communicates to WMG Investment Services Manager and Portfolio Managers regarding this information.
Conforms to General Performance Expectations as identified for all employees.

Work Experience, Qualification and Education Requirements

BA or BS degree in a related field of study required
Specialized investment management education and training as well as specialized securities and securities trading education and training preferred
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