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Federal Reserve Bank of San Francisco

San Francisco, California

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Federal Reserve Bank of San Francisco

San Francisco, California

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Federal Reserve Bank of San Francisco

San Francisco, California

First Republic

San Francisco, California

First Republic

San Francisco, California

First Republic

San Francisco, California

First Republic

San Francisco, California

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Federal Reserve Bank of San Francisco

San Francisco, California

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Federal Reserve Bank of San Francisco

San Francisco, California

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Federal Reserve Bank of San Francisco

San Francisco, California

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Federal Reserve Bank of San Francisco

San Francisco, California

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Federal Reserve Bank of San Francisco

San Francisco, California

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First Community Bank

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Northfield Savings Bank

Berlin, Vermont

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Eagle Bank

Everett, Massachusetts

Gainey Business Bank

Scottsdale, Arizona

Selby Jennings

Fort Lauderdale, Florida

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PIMCO

Newport Beach, California

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Middlesex Savings Bank

Natick, Massachusetts

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Middlesex Savings Bank

Westborough, Massachusetts

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Investment Portfolio Manager
Duties & Responsibilities: Daily, monthly, and quarterly monitoring of clients' portfolios. Ensure the Investment Statement has been completed and signed by client. Ensure the Investment Objective of each portfolio is functioning within established parameters. Manage monthly distributions/contributions for each portfolio. Initiate rebalancing as appropriate to facilitate portfolio management are operating within established parameters and risk tolerances. Oversee performance reporting software which reflects independent investment returns for those clients utilizing the service. Evaluate current and prospective portfolios for clients needing a more in-depth review. Review the portfolio constru


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