Description
Company Overview
Piscataqua Savings Bank was founded in 1877 and is located in Portsmouth, NH. As the only state-chartered mutual savings bank based in Portsmouth, we pride ourselves on delivering personalized financial services and fostering long-term relationships with our customers. As a Certified B-Corp, we consider the impact of our decisions on our workers, customers, suppliers, community, and the environment.
Piscataqua Savings Bank expanded its services to better assist its customers in 1995 by establishing our Trust & Investment Department. Like everything we do, our focus is on providing highly personalized service. We understand the value of longstanding relationships and are proud to say that our customers rely on us for result-oriented, risk-controlled investment strategies and coordinated services with other professionals all in one place.
Job Overview
We are seeking an experienced Portfolio Manager to join our Trust & Investment Department. The Portfolio Manager is responsible for managing assigned client portfolios and participating in day-to-day operations of the department. Position responsibilities include, and are not limited to, investment research, trading, and client support.
Essential Duties
- Monitor, review, and rebalance client portfolios within set guidelines
- Conduct or participate in client and prospective client meetings
- Perform investment research, specifically equity and fixed income securities, mutual funds, and ETF’s
- Maintain and review investment guidelines, watchlists, compliance procedures
- Support Trust department and provide back-up coverage to the VP/Senior Portfolio Manager as needed
- Assist in the day-to-day functioning of the department
- Other duties as assigned
FLSA Classification
Exempt (Salary)
Benefits
Piscataqua Savings Bank offers a competitive salary and benefits package that includes medical, dental, vision, life, short/long-term disability insurance, and flexible spending accounts for medical and/or dependent care. Additional benefits include:
401( k) with employer contribution
Pension Plan (100% employer sponsored)
Student Loan Repayment Program
Employee Assistance Program
Paid time off
Birthday off
Volunteer time
Paid holidays
Requirements
Knowledge, Skills, & Experience Required
- Bachelor's Degree in Finance or related education
- Minimum 5 years' experience in an investment environment
- Graduate degree and/or CFA designation is preferred
- Familiarity and understanding of financial accounting software and investment management tools
- Firm grasp of capital market data
- Strong knowledge of fixed income securities, equities, mutual funds, and ETFs
- Familiarity with trading/execution and cash management
- Understanding of asset allocation, portfolio construction, attribution analysis and performance measurement
- Familiarity with Trust Administration
- Understanding of fiduciary responsibilities
- Excellent analytical, communication, and computer skills
- Ability to work independently
- Ability to follow all bank policies and procedures
Physical, Mental, and Visual Requirements
- Ability to work at a desk on a computer for multiple hours per day.
- Ability to read a variety of documents on paper or on the computer.
- Fine motor skills, dexterity, accuracy, and continuous mental and visual attention.
- Strong verbal communication skills in English to effectively communicate with customers and colleagues.
- Individuals may request reasonable accommodation(s) at any time during the hiring process or employment under the ADA.
Contingencies
All offers of employment are contingent on a satisfactory criminal background check and credit report check.
