Provides investment analytical support for the Discretionary Investment Management Platform for trust & agency accounts. Responsible for investment manager search, evaluation, selection, monitoring, and performance measurement processes. Utilizes software packages Zephyr, Principia, PSN, and Axys. Prepares and maintains financial simulation models for various investment management strategies. Prepares, updates and publishes monthly economic & financial markets data & charts. Prepares analytical investment presentations, proposals, models and accounts. Prepares analytical and comparative fee proposals for new relationships. Prepares and maintains individual account sub-advisor engagement agreements and summary database which captures specific account objectives, risk levels, and special considerations. Other duties as assigned. Typically requires...read more

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