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Senior Investment Officer

Senior Investment Officer

Job Description

Job is located in Hershey, PA.

The Bryn Mawr Trust Company has an immediate opportunity for a Senior Investment Officer to join our dynamic team in our Hershey, PA office. The successful candidate will be responsible for building strong client relationships and handling complex and sophisticated planning solutions for affluent customers. The Senior Investment Officer will develop client solutions for high-net worth individuals and institutions. Additional responsibilities include:

  • The Officer works with clients to thoroughly assess their needs and objectives. This process is formalized with the completion of an Investment Policy Statement (IPS) for each account.
  • The Officer is responsible for oversight of client investments, in keeping with the IPS, and using an approved list of stocks and funds designed to meet the client’s objectives.
  • Conducts ongoing and proactive communication with client and reassessment of the clients goals and needs
  • Completes the annual investment review (Reg 9) to help ensure compliance with company policies
  • Delivers excellent investment management and client service to nurture long term client relationships.
  • Ensures that all investments within client accounts are managed in accordance with current laws and policies.
  • Uses knowledge of tax and fiduciary law to guide actions and decisions. Consults with internal Fiduciary leadership as necessary.
  • Proactively communicates with clients and returns all client communications within 24 hours.
  • Participates in achievement of annual corporate goals and strategic plan.

Job Requirements

Essential Skills and Experience:

  • Requires at least 7-10 years of experience directly managing stock and bond portfolios.
  • Bachelors Degree required; advanced degree with a concentration in finance preferred.
  • CFA or intent to pursue, a plus.
  • Familiar with a variety of the field's concepts, practices, and procedures. Relies on extensive experience and judgment to plan and accomplish goals.
  • Strong understanding of tax/fiduciary law required.
  • Needs thorough understanding of computer operations and software tools including: Microsoft Excel and Word, FactSet, and other specialized software tools.
  • May lead and direct the work of others. 

The Bryn Mawr Trust Company and all affiliates shall abide by the requirements of 41 CFR §§ 60-1.4(a), 60-300.5(a) and 60-741.5(a). These regulations prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities, and prohibit discrimination against all individuals based on their race, color, religion, sex, or national origin. Moreover, these regulations require that The Bryn Mawr Trust Company and all affiliates take affirmative action to employ and advance in employment individuals without regard to race, color, religion, sex, national origin, protected veteran status or disability.

Job Snapshot

Employment Type Full-Time
Job Type Banking
Education 4 Year Degree
Experience Up to 10 year(s)
Manages Others Not Specified
Industry Banking - Financial Services
Required Travel Not Specified
Job ID Hershey
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Senior Investment Officer

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