Trust Investments Officer

The Investments Officer is responsible for the administration and management of the investment portfolios of various accounts and funds.

Manage portfolios according to approved investment policies

• Rebalance portfolios after 1. Contribution or withdrawals; 2. Change in allocation strategies; 3. Revision of investment policies
• Implement asset allocation for new accounts
• Recommend appropriate investments for managed portfolios
• Maintain databases relevant to portfolio management activities

Trade fixed income, equity, and other securities

• Canvass of rates, prices and available securities from counterparties
• Allocate done deals between accounts
• Execute trades for directional accounts