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Alerus

Minneapolis, Minnesota

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Alerus

Minnetonka, Minnesota

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Coastal Heritage Bank

Weymouth, Massachusetts

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Fidelity Bank

Leominster, Massachusetts

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Hays, Kansas

Wakefield Co-operative Bank

Wakefield, Massachusetts

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FHLBank Boston

Boston, Massachusetts

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Iroquois Federal

Danville, Illinois

Bank of Canton

Canton,

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FHLBank Boston

Boston, Massachusetts

Old Point National Bank

Newport News, Virginia

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Community Bankers' Bank

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JCBank

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JCBank

Seymour, Indiana

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Mid-Willamette Valley Council of Governments

Salem, Oregon

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Credit Union West

Glendale, Arizona

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Gloucester,

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Lewis & Clark Bank

Vancouver, Washington

Voices Together

Chapel Hill, North Carolina

Virginia Bankers Association

Glen Allen, Virginia

National Cooperative Bank, N.A.

Hillsboro , Ohio

KeySavings Bank

Wisconsin Rapids, Wisconsin

MakeMyMove

Indianapolis, Indiana

MassDevelopment

Boston, 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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