Trust Investment Officer
Core
Manage fiduciary investment relationships and develop investment strategies to help clients achieve long-term financial goals.
Role type
Trust Investment Officer
Builds
Trust portfolios and investment strategies for individual, small business, and institutional clients
Domain
Wealth Management / Trust Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
fiduciary account oversight, portfolio management, asset allocation, investment policy statement development, legacy holdings evaluation, concentrated positions management, special assets management (real estate, closely held businesses), proxy voting, corporate actions, transaction approvals, trust agreement review
Preferred skills
complex asset management, risk assessment, stakeholder influence, sales process support
Technologies
N/A
Responsibilities
Partner with Financial Advisors and Trust Administration Officers to manage trust investment assets; Review asset allocations and develop Investment Policy Statements; Monitor portfolio performance and present recommendations; Evaluate legacy holdings and special assets; Serve as fiduciary investment manager for assigned accounts; Participate in investment governance activities; Support new business development by analyzing prospective portfolios; Review trust agreements and supporting documentation
Seniority
Mid-Senior, hands-on IC