TRUST INVESTMENT PORTFOLIO MANAGER ANALYST (Mount Dora, FL)

TRUST INVESTMENT PORTFOLIO MANAGER ANALYST (Mount Dora, FL) We have an opening in the Trust Investment department for a Full-Time polished and professional Investment Portfolio Manager Analyst. Responsibilities include: Preparation and delivery of presentations to existing and prospective clients. Support new business efforts. Assist with trade executions. Prepare various investment reports and update the buy list. Support Investment Officers in preparing materials for investment presentations. Participate in the Trust Investment and Strategy Committee. Monitor compliance to investment policies and report results to Supervisor, and recommend policy changes to ensure compliance with OCC. Administer the portfolio management program (Invest Edge) and the performance measurement program (Investment Scorecard). Provide strong quantitative and communication skills, both written and verbal. Maintain strong organizational skills and the ability to multi-task. Utilize proficient computer skills with Microsoft Office and other PC software applications (Word, Excel, Outlook). Demonstrate confidence, motivation, and a team‑oriented attitude. Provide strong support for management. Ensure extreme detail and accuracy in completing tasks. Interact courteously with all levels and functional areas. Comply with all Information Security and Cybersecurity related policies and procedures. Display high levels of honesty, integrity, and confidentiality. Education and Experience Requirements: BA/BS Degree in a related field required. Willingness to obtain the CFA designation, Trust Investment School, or other recognized professional credential (including CTFA). At least one year in a client‑interfacing position with relationship management skills and experience. Knowledgeable about global economics and capital markets; statistical analysis preferred. The First National Bank of Mount Dora is an Equal Opportunity Employer including disability and veterans. The First National Bank of Mount Dora participates in the E‑Verify program as required by law. #J-18808-Ljbffr Mountdora