layiq

/la·yiq/adjective

worthy; deserving; fitting; suitable.

A role, opportunity, or path that merits attention, time, and pursuit.

LAYIQ - Associate II, Portfolio Manager at First National

Portfolio Management & Investment Discretion
Manage investment accounts with trading authority within established guidelines and risk parameters
Execute investment decisions including trade timing, security selection, and portfolio rebalancing
Exercise discretion on cash management strategies, including raising cash in accounts and determining optimal sources
Expected to assume responsibility for additional accounts throughout the year
Make independent investment decisions within established guidelines and risk parameters
Trade Execution & Operations
Execute equity and fixed income trades with accuracy and timeliness
Troubleshoot and resolve operations and systems issues across multiple platforms (Axys, Moxy, Genesis, Black Diamond, etc.)
Maintain operational efficiency and system integrity
Client Relationship Management
Manage a small portfolio of client relationships
Communicate investment information and updates directly with clients
Generate monthly performance reports, style tilts, look-throughs, and USCCB compliance checks
Produce quarterly performance reports for assigned clients
Support client communication and service needs
Research, Analysis & Presentation
Conduct ongoing research for the Tower Select strategy
Analyze investment opportunities and market trends, presenting findings to the investment team
Expected to expand analytical and presentation responsibilities throughout the year
Prepare information and materials for the formal CCB Investment Committee
Prepare weekly bond purchase reports for Portfolio Managers detailing purchases from the previous 7 days
Generate ad-hoc reports as requested by the investment team
Maintain and update the monthly Guidance List
Performance Reporting & Analytics
Monthly: Run fund performance spreadsheets analyzing ETFs and Mutual Funds on the guidance list and distribute to Portfolio Managers
Monthly: Prepare and distribute fact sheets
Quarterly: Compile strategy trades for the preceding quarter
Quarterly: Update the economic review for Portfolio Manager use in client presentations
Quarterly: Generate Firm Wide Assets report with detailed breakdowns by Portfolio Manager across various categories, including alternative exposure and duration analysis
Investment Committee Support
Prepare materials and information for the CCB Investment Committee
Provide data, analysis, and insights to support Investment Committee decision-making
Document and communicate Investment Committee guidance as needed
Documentation & Communication
Maintain accurate records of all trading activity, investment decisions, and client interactions
Support Portfolio Managers with presentation materials and client-facing documentation
Ensure timely distribution of reports and updates to stakeholders

Associate II, Portfolio Manager

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Investment Professional Activities (40-50%):

Operational Support Activities (50-60%):

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