Investment Officer, First Financial Trust

First Financial Trust is seeking a relationship-driven and analytical Vice President, Investment Officer to join our team. This role is responsible for developing and implementing customized investment strategies that align with clients’ financial goals, investment objectives, and risk tolerance.

The ideal candidate combines investment expertise, sound financial judgment, and strong relationship management skills to deliver personalized investment solutions and build long-term client relationships. This individual will monitor market conditions and portfolio performance, proactively communicate investment recommendations, and contribute to the continued growth and success of First Financial Trust.

Essential Job Functions

• Investment Strategy and Portfolio Management: Develop and implement customized investment strategies and portfolios based on each client’s financial objectives, investment horizon, liquidity needs, and risk tolerance.
• Market Research and Analysis: Research and monitor financial markets, economic trends, and individual securities to identify investment opportunities and inform portfolio decisions.
• Portfolio Monitoring: Regularly evaluate portfolio performance, asset allocation, and investment strategies, making adjustments as appropriate to align with client objectives.
• Client Relationship Management: Meet with clients to establish investment goals, assess risk tolerance, review portfolio performance, and communicate investment recommendations and changes in market conditions.
• Trade Execution: Execute investment transactions through approved brokers in accordance with established investment strategies, client authorizations, and internal policies.
• Business Development: Support new business development initiatives by identifying opportunities to expand client relationships, attract new clients, and grow assets under management.
• Investment Committee Participation: Actively participate in Trust Investment Committee meetings, contributing market insights, portfolio analysis, and investment recommendations.
• Professional Development: Maintain current knowledge of investment trends, financial markets, regulatory developments, and industry best practices.

Qualifications

• Bachelor’s degree in finance, Economics, Business, or a related field, or equivalent relevant experience.
• Five to seven years of experience in investments, portfolio management, wealth management, or a related financial services field.
• CFA or CFP designation preferred.
• Strong knowledge of investment products, securities, portfolio construction, and financial markets.
• Excellent analytical, communication, and client relationship management skills.
• Demonstrated ability to exercise sound judgment, manage risk, and maintain confidentiality.
• Commitment to delivering a high level of client service while adhering to fiduciary responsibilities and regulatory requirements.

Salary Range

$120,000 - $150,000

The salary rate represents an estimate based on market data for this position. Final compensation decisions are made based on experience, skills, and internal equity to ensure fairness and consistency across our organization.

Resumes

Resumes can be sent to asullivan@tsbdirect.bank

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, genetic information, national origin, citizenship, disability status, protected veteran status or any other characteristic protected by law. The Savings Bank will make reasonable accommodations for qualified individuals with disabilities unless doing so would result in an undue hardship. If you are interested in applying for employment and feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at 781-486-5238.