Trust Portfolio Manager

Job overview

The Trust Portfolio Manager role is onsite in Mount Pleasant, MI, and compensation is not specified. The position supports Isabella Bank’s Trust Services work managing client investment accounts. The role manages portfolios in line with client investment policies, trust purposes, account objectives, and fiduciary standards. It also develops investment recommendations and supports client relationships, portfolio reviews, and business development.

What you'll do

• Manage investment accounts and client portfolios according to investment policy statements, trust purposes, and account objectives
• maintain client relationships
• prepare and present investment recommendations, portfolio reviews, and related materials
• analyze, monitor, and rebalance portfolios
• communicate portfolio strategy and market conditions
• conduct investment analysis and due diligence
• recommend strategies to the Investment Committee
• support new account development
• provide research and reports to Trust Services employees
• comply with fiduciary, regulatory, and internal requirements.

What we're looking for

Skills & competencies

portfolio manager

trust portfolio manager

investment management

portfolio management

fiduciary standards

investment analysis

client relationships

investment committee

trust services

isabella bank

mount pleasant mi

Work arrangement

• Weekend coverage required

Why this role

Requires a bachelor’s degree and at least five years of investment management, portfolio management, trust, or related financial services experience. Relevant investment designations are preferred.

About the employer

Isabella Bank is hiring for this role. Industry: Commercial Banking. Sector: 52.