FIXED INCOME/EQUITY PORTFOLIO SPECIALIST
Company: Arkansas Department of Workforce Services
Location: Lowell
Posted on: October 12, 2024
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Job Description:
This job was posted by https://www.arjoblink.arkansas.gov : For
more information, please see:
https://www.arjoblink.arkansas.gov/jobs/4315127The incumbent
executes investment transactions and performs analytical functions
for client accounts. Assists Portfolio Managers with investment
related research and analysis and makes presentation and report
preparations; communicates with Regional Investment Officers (RIO)
and Trust personnel; and assists with problem resolution or direct
as needed to proper individuals or departments.ESSENTIAL DUTIES and
RESPONSIBILITIES include the following. Other duties may be
assigned.1. Execute stock and bond transactions for client
accounts. Maintain relationships with various brokerage firms and
knowledge of the capabilities of various firms.2. Make trade
allocations, write tickets, update analysis software and ensure
settlement of trades.3. Monitor communications from rating agencies
and/or outside equity research services and communicate any
relevant changes to portfolio managers and/or RIOs.4. Construct
investment portfolios under the supervision of portfolio
managers.5. Assist portfolio managers in construction of
presentations to outside groups.6. Respond to inquiries from RIOs
about pricing, security information and news, security returns,
etc.7. Respond to inquiries from Central Trust Operations (CTO)
about pricing, settlement problems, security look-up and research,
etc.8. Monitor client accounts and ensure compliance with
investment policy.9. Receive proxy votes and vote those in a timely
manner.10. Assist with customer presentation booklets, TIC reports,
CTF Blue Sheets and reports to clients and prospects.11. Manage a
small book of portfolios under the supervision of a Portfolio
Manager and within investment policy guidelines. Assume
responsibility for the performance of these accounts.12. Understand
and comply with bank policy, laws, regulations, and the bank\'s
BSA/AML Program, as applicable to your job duties. This includes
but is not limited to; complete compliance training and adhere to
internal procedures and controls; report any known violations of
compliance policy, laws, or regulations and report any suspicious
customer and/or account activity.TEAM ACCOUNTABILITIES:Support and
uphold the Arvest Mission StatementUphold the Arvest Code of Ethics
and ensure that confidential information is safeguarded.Maintain a
high level of cooperation and rapport with all associates in order
to ensure accurate and efficient operations and service.Formulate
and communicate new ideas and suggestions that will improve
profitability and efficiency for the banks overall
operation.Promote professionalism at all times.
Keywords: Arkansas Department of Workforce Services, Fayetteville , FIXED INCOME/EQUITY PORTFOLIO SPECIALIST, Accounting, Auditing , Lowell, Arkansas
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