Associate Portfolio Officer
Who We Are Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades.
Since 1889, First American (NYSE:
FAF) has held an unwavering belief in its people.
They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential.
Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For list for eight consecutive years.
We have also earned awards as a best place to work for women, diversity and LGBTQ
employees, and have been included on more than 50 regional best places to work lists.
First American will always strive to be a great place to work, for all.
For more information, please visit www.
careers.
firstam.
com.
What We Do Essential Functions Provides a wide range of support to the investment management group in the area of investment research, trading, operations, accounting and analysis.
Collects data, prepares reports and performs analysis regarding the FAT investment portfolio.
Works independently developing expertise in asset classes, industry sector coverage, or mutual fund coverage.
Works under general supervision of the FAT Investment group manager and more experienced Investment Analysts Model client investment accounts to generate proposed trades and may route for execution Create or edit client or prospect meeting materials Collect client or prospect information to generate financial plans Participate in weekly analyst calls Job Complexities Works on a wide range of problems where analysis of situations or data requires a review of a variety of factors.
Acts in an advisory capacity, influencing and making recommendations which may have an important bearing on the conduct of the business segment.
Exercises judgment within defined procedures and practices to determine appropriate action.
Has the creative latitude to work outside policy and develop new solutions.
Supervision Received or Extended No responsibility for the supervision of others Impact Works independently setting own priorities and objectives with supervisory consultation.
Actively contributes to the results of a team and works towards achieving team goals and objectives.
Uses expertise of more senior level team members and leverages additional resources to confirm solution Knowledge and Skills/Technology Used Moderate specialized knowledge of financial markets.
Ability to assist in business development and making presentations.
Specific knowledge of technology including Investor's View, PowerPoint, Excel, and Salesforce is generally required.
Typical Education Bachelor's Degree required, Post Graduate degree preferred (MBA), CFA or CFP certification preferred Typical Range of Experience Typically have 1-3 years of directly related experience.
Pay Range:
$67,600- $87,000 This hiring range is a reasonable estimate of the base pay range for this position at the time of posting.
Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location What We Offer By choice, we don't simply accept individuality - we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it's the right thing to do, but also because it's the key to our success.
We are proud to foster an authentic and inclusive workplace For All.
You are free and encouraged to bring your entire, unique self to work.
First American is an equal opportunity employer in every sense of the term.
Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.
Recommended Skills Asset Classes Business Development Capital Markets Certified Financial Planner Coaching And Mentoring Consulting Estimated Salary: $20 to $28 per hour based on qualifications.
Since 1889, First American (NYSE:
FAF) has held an unwavering belief in its people.
They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential.
Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For list for eight consecutive years.
We have also earned awards as a best place to work for women, diversity and LGBTQ
employees, and have been included on more than 50 regional best places to work lists.
First American will always strive to be a great place to work, for all.
For more information, please visit www.
careers.
firstam.
com.
What We Do Essential Functions Provides a wide range of support to the investment management group in the area of investment research, trading, operations, accounting and analysis.
Collects data, prepares reports and performs analysis regarding the FAT investment portfolio.
Works independently developing expertise in asset classes, industry sector coverage, or mutual fund coverage.
Works under general supervision of the FAT Investment group manager and more experienced Investment Analysts Model client investment accounts to generate proposed trades and may route for execution Create or edit client or prospect meeting materials Collect client or prospect information to generate financial plans Participate in weekly analyst calls Job Complexities Works on a wide range of problems where analysis of situations or data requires a review of a variety of factors.
Acts in an advisory capacity, influencing and making recommendations which may have an important bearing on the conduct of the business segment.
Exercises judgment within defined procedures and practices to determine appropriate action.
Has the creative latitude to work outside policy and develop new solutions.
Supervision Received or Extended No responsibility for the supervision of others Impact Works independently setting own priorities and objectives with supervisory consultation.
Actively contributes to the results of a team and works towards achieving team goals and objectives.
Uses expertise of more senior level team members and leverages additional resources to confirm solution Knowledge and Skills/Technology Used Moderate specialized knowledge of financial markets.
Ability to assist in business development and making presentations.
Specific knowledge of technology including Investor's View, PowerPoint, Excel, and Salesforce is generally required.
Typical Education Bachelor's Degree required, Post Graduate degree preferred (MBA), CFA or CFP certification preferred Typical Range of Experience Typically have 1-3 years of directly related experience.
Pay Range:
$67,600- $87,000 This hiring range is a reasonable estimate of the base pay range for this position at the time of posting.
Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location What We Offer By choice, we don't simply accept individuality - we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it's the right thing to do, but also because it's the key to our success.
We are proud to foster an authentic and inclusive workplace For All.
You are free and encouraged to bring your entire, unique self to work.
First American is an equal opportunity employer in every sense of the term.
Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.
Recommended Skills Asset Classes Business Development Capital Markets Certified Financial Planner Coaching And Mentoring Consulting Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
