Trust Investments Analyst, Principal

Job description:

Under general supervision, support and execute detailed and varied tasks related to finance and accounting business processes, including general investment analysis, that are critical to the Trust Investments function

Responsibilities may include:

- Coordinating with professional investment management firms, custodian banks, consultants, auditors, and other service providers

Maintaining master trust financials

- Assisting with various regulatory reporting requirements, including monthly, quarterly, semi-annual, and annual deliverables

- Reviewing and monitoring investment manager performance; periodic virtual or in-person meetings

- Supporting the Investment Committee and attending quarterly Investment Committee meetings, with exposure to upper management

- Participating in the selection of new investment managers, as needed

- Self-starting and leading departmental projects

Trust Investments acts in a fiduciary capacity for the various retirement and benefit plans it supports.  Therefore, the candidate should be others-focused, work with a high degree of accuracy, and have excellent communication skills

This role requires a working knowledge of investment acumen.

Completion of a university degree in finance or accounting and four (4) years of relevant experience. Candidates having qualification that exceed the minimum job requirements will receive consideration for higher-level roles given (1) their experience, (2) additional job requirements, and/or (3) business needs. Depending on education, experience and skill level, a variety of job opportunities might be available