Investment Officer/Portfolio Manager - Trust INVM TOL - Sylvania, OH

This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be at our Sylvania location.

Education and/or Experience:

• Bachelor's degree in business and/or finance or related discipline required.
• Minimum of three years of Portfolio Management experience with a Trust Department or Asset Management Company preferred.

Other Qualifications:

• Knowledge of fixed income securities and their inclusion in an investment portfolio.
• Proficiency in mathematics, accounting, finance, and economics.
• Strong business development tools.

Other Skills and Abilities:

• Strong written and verbal communication skills
• Skills in relevant information technology to support portfolio management and business development responsibilities.
• Ability to effectively present information and respond to questions from prospective and existing clients as well as internal employees.

Mathematical Skills:

Ability to work with mathematical concepts such as probability and statistical inference, and apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

Reasoning Ability

Ability to define problems, collect data, establish facts, and draw valid conclusions.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Summary:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Essential Function:

Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.

Essential Duties and Responsibilities:

• Possesses a working knowledge of investment management.
• Prepares and maintains data on current and prospective investments.
• Maintains a current body of knowledge of economic trends and conditions.
• Maintains familiarity with fiduciary principals and prudent investing concepts.
• Participates in the preparation and presentation of reports to existing clients and new business proposals.
• Other duties as assigned.