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Securities Trading & Assistant Portfolio Manager
Securities Specialist


 




Posting Date:   10/11/17
Title:           Securities Trading & Assistant Portfolio Manager

 
 
Position Summary
This position will assist the Chief Operating Officer with all phases of portfolio management, including entering securities trades into recordkeeping systems, monitoring security positions, monitoring asset allocations, gathering economic and capital markets information (both equity and fixed income interest rate data), participate in asset allocation strategy development, monitor and initiate asset allocation rebalancing, strategic and tactical asset allocation changes, monitoring asset class, sub-asset classes, and securities. This position offers opportunities for growth within the organization.

Scope & Breadth of Position
This position reports to the Executive VP & Chief Operating Officer and has no direct reports.
 
Accountabilities
Monitoring, maintenance, documentation, execution and compliance with all regulatory requirements associated with Trust Department portfolio management, securities trading, and portfolio recordkeeping.
 
Major Duties and Responsibilities
·         Monitor economic and capital market data for inclusion in NCTC’s economic assessment
·         Participate in the development and implementation of asset allocation changes, both strategic
          and tactical
·         Participate with other team members on the development and capture of client Investment
          Policy Statements
·         Monitor Investment Policy Statement compliance
·         After appropriate training, enter and monitor security trades and settlements
·         Monitor asset allocation positions, including class, sub-asset class, security, and cash
          level exposures
·         Monitor and report on security positions, securities ratings, and any changes requiring
          attention or action
 
Following an appropriate training and development period, incumbent will be expected to communicate directly with clients regarding any portfolio management issue, including economic conditions, investment policy issues, asset allocation strategies, and investment philosophy. 
 
When incumbent shows appropriate portfolio management growth and communication skills, incumbent will be expected to travel independently to visit and communicate with clients regarding investment management of their assets.  The anticipated amount of travel at some time in the future could approach forty (40%) percent.
 
Relationships
Will work in a team setting and participate with the Trust Relationship Officers in delivering high-quality service to clients.
 
 
Experience and Job-Related Requirements
·         MBA preferred
·         Bachelor’s Degree required in one of the following fields of study:
                  o   Business Administration with a major or emphasis in finance
                  o   Economics
                  o   Accounting
·         Familiarity with macro-economics and capital markets
·         Preferred 3-5 years’ experience in trust operations, securities processing, or previous 
          experience in portfolio management 
·         Preferably hold or be willing to work toward obtaining an industry certification such as:
                  o   Certified Investment Management Analysts, CIMA
                  o   Chartered Financial Analysts, CFA
                  o   Accredited Investment Fiduciary, AIF
 
Physical Requirements
·         Ability to communicate orally with management and co-workers, both individually and in
          a group/team.
·         No heavy lifting is expected.  Exertion of up to 10 pounds of force occasionally may
          be required.
·         Regular use of the telephone and e-mail for communication is essential.
·         Sitting for extended periods is common with extensive work at a computer monitor
          and/or calculator.
·         Hearing and vision within normal ranges is essential for normal conversations to receive 
          ordinary information and to prepare or inspect documents.
·         Good manual dexterity for the use of common office equipment such as computer terminals, 
          calculator, telephone, and copiers.
 
Work Environment
·         Job is performed indoors in a traditional office setting. 
·         Expect the work environment to change after an appropriate period of growth and experience
          to include air travel at a level of up to 40% of time.
 
 

Forward résumé and cover letter to lisa.pesavento@presbyterianfoundation.org
Attn: HR Posting #17-10-01
 
 



Posting Date:   9/21/17
Title:          Securities Specialist

 

Position Summary    
This position is responsible for custody processing and all activity related to securities. Custody processing includes daily trade settlement, processing income receipts and corporate actions. This position will also be responsible for new security set-up and pricing of securities.
 
Scope & Breadth of Position
This position reports to the Senior Operations Manager and has no direct reports.
           
Essential Job Accountabilities
·         Responsible for daily custody processing which includes trade settlement, income processing,
          corporate actions, etc. This includes custodial relationships for mutual funds.
·         Consistently provide accurate and timely results to internal and external clients.
·         Maintain the accuracy of transactions and assets within the trust accounting system.
·         Ensure policies and procedures are current and proper controls are in place for all tasks.
·         Ability to create and produce reports as required.
·         Constantly seek ways to improve processes and increase productivity.
 
Relationships
Works closely with Operations, Trust, and Investment Departments. Interacts with vendor relationships for custodian, trust accounting system and others as needed. 
 
Required Education and Experience
·         Bachelor’s degree required, preferably in Business, Finance or Accounting
·         3-5 years’ experience with securities and custody processing
·         Experience working on a trust accounting system
·         Must possess strong planning, organizational and interpersonal skills
·         Exemplary written and verbal communication skills required for effective communications
          with internal and external clients
·         Discipline to pay strict attention to detail and accuracy
·         Ability to perform well under pressure
·         Ability to organize and prioritize multiple tasks to meet deadlines
·         Quick and competent learner with strong work ethic
·         Strong customer service and communication skills are essential
·         Must be a team player and possess the ability to work closely with other members
          of the organization
·         Understanding of stocks, bonds, mutual funds and other investment vehicles
·         Proficiency in Microsoft applications (Excel, Word, etc.)
·         Strong mathematical aptitude and proficiency in logical reasoning skills
·         Accountable, dependable and self-motivated
 
Physical Requirements
·         Ability to communicate orally with management and co-workers, both individually and in a
          group/team. Regular use of the telephone and e-mail for communication is essential.
·         Sitting for extended periods is common. Hearing and vision within normal ranges is essential 
          for normal conversations, to receive ordinary information and to prepare or
          inspect documents.
·         No heavy lifting is expected.  Exertion of up to 10 lbs. of force occasionally may be required. 
·         Good manual dexterity for the use of common office equipment such as computer terminals,
          calculator, telephone, copier, etc.
·         Good reasoning ability is required to solve a wide range of business problems. 
·         Able to apply statistical and mathematical calculations required. 
·         Able to understand and utilize financial reports and legal documents to conduct business.
 
Work Environment
·         The job is performed indoors in a traditional office setting. 
 
  
Forward résumé and cover letter to lisa.pesavento@presbyterianfoundation.org
Attn: HR Posting #17-09-03
 
“The Presbyterian Foundation is an Equal Opportunity Employer”
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