Trust Officer jobs in Connecticut

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Equity Portfolio Management, Officer - State Street Global Advisors
  • 1686 SSGA Trust Company
  • Stamford, CT FULL_TIME
  • Role Summary/Purpose: The Implementation Portfolio Management team manages approximately 30 client portfolios that substantially replicate portfolios run by SSGA Stamford’s Active Fundamental Equity portfolio managers and analysts. In addition to client portfolio management, they also provide PM and portfolio support across a broad spectrum of processes and technologies to enhance the equity investment process. Essential Responsibilities: Leverage operational and investment knowledge to add capacity for Equity PMs & analysts to focus on core strategies by managing client accounts, client restrictions & cash flows Daily client cash flows, futures/ETF hedging & program trading Interface between portfolio managers, analysts, and IT/Systems teams to maintain and enhance investment process tools Lead analysis and business requirements for investment data transformation projects impacting fundamental equity team and investment processes Lead analysis, business requirements and testing of data visualization dashboards and other investment process tool enhancements Act as a subject matter expert in support of key business initiatives and cross functional projects Drive operational efficiencies across fundamental equity team & supporting functions by identifying process improvement opportunities This role will also have a project focus in addition to client portfolio management, as our team works through data and technology platform transformations impacting many of our investment tools and processes Qualifications/Requirements: Basic Requirements: Bachelor's Degree preferably in a finance, operations and/or technology-related discipline Minimum of 2 years of experience in an investment management, operations, or equivalent organization Financial data knowledge/expertise with particular emphasis on Excel / Data Visualization tools Strong critical thinking, quantitative and analytical skills with ability to creatively problem solve Results driven Essential Requirements: Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas now or in the future for this job opening. MUST be willing to comply with pre-employment screening including but not limited to drug testing reference verification and background check. Must be willing to submit to a background investigation as part of the selection process. Must be willing to work out of an office located in Stamford CT or Boston MA Desired Characteristics: Strong understanding of equity products and markets Working knowledge of portfolio performance analytics and accounting Prior finance- or operations-related functional experience Ability to understand complex concepts and relationships Highly organized with strong attention to detail Experience using Bloomberg, TIBCO Spotfire, Tableau or other reporting tools Strong Excel/data analytics experience Strong client/service orientation Strong communication skills verbal written and presentation; ability to effectively communicate strategic with internal stakeholders Demonstrated ability to influence outcomes and present to all levels of the organization Strong team player - excellent interpersonal skills able to develop strong working relationships with team members Ability to demonstrate initiative and work independently; aptitude to self-direct and set priorities in a dynamic environment High energy level entrepreneurial mindset positive flexible attitude Demonstrated personal and professional integrity Are you the right candidate? Yes! We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit. About State Street Global Advisors What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world’s governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world’s largest asset managers with trillions of dollars under our care. Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Company: State Street Global Advisors Salary Range: $65,000 - $102,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses our company values. It’s also part of our commitment to inclusion, development and engagement, and corporate social responsibility. You’ll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us. As an Affirmative Action/Equal Opportunity Employer, we consider applications for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. For more information, for U.S. jobs only, please read our CEO Statement.
  • 18 Days Ago

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Member support specialist
  • Trust & Will
  • East Hartford, CT FULL_TIME
  • Communicate thoughtfully to provide answers to questions surrounding the Trust & Will products, services and general estate planning; Handle a user's issues directly and resolve customer complaints; D...
  • 19 Days Ago

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Trust Paralegal
  • Dalio Family Office
  • Westport, CT FULL_TIME
  • ​​Trust Paralegal Dalio Family Office Dalio Family Office Overview: The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures, investments, and philanthropic effo...
  • 1 Month Ago

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Mortgage Loan Originator - CT
  • Washington Trust
  • Connecticut, CT FULL_TIME
  • We are seeking experienced Mortgage Originators in MA, CT, and RI to join our lending team. Washington Trust offers our mortgage professionals a comprehensive product menu, an expansive portfolio lend...
  • 23 Days Ago

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Fine Wine Sales Representative
  • The Wine Trust
  • Hartford, CT CONTRACTOR
  • Are you an ambitious sales professional seeking uncapped commission earning potential within a growing organization? The Wine Trust is a rapidly growing fine wine importer and wholesaler established i...
  • 11 Days Ago

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Fine Wine Sales Representative- New Haven and New London counties
  • The Wine Trust
  • New Haven, CT CONTRACTOR
  • Are you an ambitious sales professional seeking uncapped commission earning potential within a growing organization? The Wine Trust is a rapidly growing fine wine importer and wholesaler established i...
  • 12 Days Ago

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Trust Officer
  • Peak Trust Company
  • Anchorage, AK
  • Trust Officer Location: Anchorage, AK Reports to: Fiduciary Team Manager Employment Type: Full-time, in office Overview:...
  • 3/28/2024 12:00:00 AM

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Trust Officer
  • Balance Staffing Company
  • Fremont, CA
  • We have an immediate opening for a Senior Trust Officer in Fremont, CA. Position Overview Under the supervision of the V...
  • 3/27/2024 12:00:00 AM

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Trust Officer
  • Westport One
  • Mooresville, NC
  • Trust Officer My client is looking for an experienced trust officer that has administered trusts, worked directly with c...
  • 3/26/2024 12:00:00 AM

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Trust Officer
  • State Bank of Graymont
  • Pontiac, IL
  • Company Description State Bank of Graymont is a banking company based out of Graymont, IL with locations in Pontiac, Che...
  • 3/25/2024 12:00:00 AM

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Trust Officer
  • Sepio Capital
  • Jackson, WY
  • Sepio Trust Company (“STC”), a newly chartered trust company based in Jackson Hole, Wyoming, is seeking an experienced a...
  • 3/25/2024 12:00:00 AM

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Trust Officer
  • Bank of Clarke
  • Winchester, VA
  • Position Purpose Responsible for performing client service and administration for an assigned group of trust and investm...
  • 3/25/2024 12:00:00 AM

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Trust Officer
  • Westport One
  • Laramie, WY
  • Trust Officer Our client is looking for a traditional trust officer that can administer trusts, settle estates, while pr...
  • 3/25/2024 12:00:00 AM

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Senior Trust Officer
  • San Pasqual Fiduciary Trust Company
  • No Recruiters or phone calls, please. We will contact you if you are a potential match for the position. Senior Trust Of...
  • 3/24/2024 12:00:00 AM

Connecticut is bordered on the south by Long Island Sound, on the west by New York, on the north by Massachusetts, and on the east by Rhode Island. The state capital and fourth largest city is Hartford, and other major cities and towns (by population) include Bridgeport, New Haven, Stamford, Waterbury, Norwalk, Danbury, New Britain, Greenwich, and Bristol. Connecticut is slightly larger than the country of Montenegro. There are 169 incorporated towns in Connecticut.The highest peak in Connecticut is Bear Mountain in Salisbury in the northwest corner of the state. The highest point is just east...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Officer jobs
$82,322 to $117,225