Trust Portfolio Manager

Job description

The Portfolio Manager is responsible for managing portfolios for an assigned book of business and providing general support for the portfolio manager team Position Accountabilities: - Manage and monitor portfolios for an assigned book of business. - Prepare new account and annual Reg 9 reviews. - Oversee performance reporting for accounts. - Prepare client meeting summary plan documents and recommendations. - Monitor accounts for any client investment guideline violations, updates and changes. - Understand and be able to communicate the current positioning of all firm strategies, recent changes in key holdings or sectors, and investment results relative to benchmarks. - Responsible for research and analysis for investment products and strategies. - Support asset management leadership and Senior Portfolio Managers in account management, research and other assigned responsibilities. - Maintain and enhance investment knowledge through continuing education and development. - Participate in client meetings or portfolio review calls as requested. - Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares’ BSA/AML Policy...