Assistant Portfolio Manager

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    "requisitionDescription": "<div><div><div><p data-pasted=\"true\"><strong>Build your future with us.</strong></p><p>At the heart of our success is a team of passionate, skilled, and dedicated individuals. We&rsquo;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.</p><p>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&rsquo;t just something we do, it&rsquo;s who we are. It&rsquo;s our way of saying thank you to the people who make this region an incredible place to live, work, and grow.</p><p><strong>Interested in making a difference while building a rewarding career?</strong></p><p>We invite you to review the job description below and apply today. We look forward to learning more about you.&nbsp;</p><p><strong>Together, we build something amazing&mdash;and we support you with benefits such as:</strong></p><ul type=\"disc\"><li>Profit Sharing/401K Plan</li><li>Health, Dental &amp; Vision Insurance&nbsp;</li><li>Tuition Reimbursement</li><li>Paid time off</li><li>Employee Assistance Program</li></ul><p>&hellip;and more!</p><p><strong>Job Title:&nbsp;</strong>Assistant Portfolio Manager</p><p><strong>Here&rsquo;s how you&rsquo;ll make an impact</strong></p><p data-pasted=\"true\">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.&nbsp;</p><ul type=\"disc\"><li>Ensures the timely and accurate development of various investment services reports.&nbsp;</li><li>Keeps records of brokerage commissions as necessary and maintains good working relationships with various brokers.</li><li>Resolves problems regarding settlements, securities, etc. as necessary.</li><li>Maintains a working knowledge of investment services software.&nbsp;</li><li>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.&nbsp;</li><li>Participates in the Department&rsquo;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.</li><li>Understands the investment recommendations and investment strategies employed by the Department.</li><li>Gains investment knowledge and understanding from reports and investment information from other outside sources.</li><li>Initiates required administrative and operating procedures to ensure proper administration of accounts. Recommends operating methods as appropriate to manager.</li><li>Executes buy and sell orders for marketable securities in accordance with established Department policies.</li><li>Under the supervision of Portfolio Managers, manages model portfolios in a manner that reflects the Department&rsquo;s current investment policies and strategies.</li><li>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. &nbsp;Works with the Portfolio Manager and Relationship Manager to resolve issues and document exceptions.</li><li>Performs special research on accounts as may be required at the client&rsquo;s request or for departmental purposes.&nbsp;</li><li>Stays informed of relevant conditions and trends in the capital markets. Communicates to WMG Investment Services Manager and Portfolio Managers regarding this information.</li><li>Conforms to General Performance Expectations as identified for all employees.</li></ul><p><strong data-pasted=\"true\"><u>Qualifications/Requirements</u></strong></p><ul data-pasted=\"true\"><li>BA or BS degree in a related field of study required</li><li>Specialized investment management education and training as well as specialized securities and securities trading education and training preferred</li><li>A minimum of two years in a related position preferred</li><li>Proficient interpersonal and communication skills</li><li>Proficient reading, writing, grammar and math skills</li><li>Develops working knowledge of current regulations, operating policies and procedures that impact the department and its function</li><li>Proficient computer skills including the Microsoft Office Suite</li><li>Ability to travel; Valid Driver&rsquo;s License required</li></ul><p data-pasted=\"true\">Salary Range $19 to $29 Hourly&nbsp;</p><p>Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. &nbsp;Market and organizational factors are also considered. Along with a competitive compensation program please visit the benefits section of our Careers page to view available benefits.</p><p>Chemung Canal Trust Company/Capital Bank/Canal Bank fosters a diverse and inclusive culture where employees are able to succeed to their full potential. EEO/AA Including Veterans and Disabled.</p></div></div></div>\n",
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