Trust Portfolio Manager

Location: Portland, Oregon, United States

Salary: $102,361.20–$190,000 per year, with potential performance-based incentive compensation.

Company

hirify.global is a bank offering trust, investment, and financial services with a focus on fiduciary management and client relationships.

What you will do

• Manage trust and investment portfolios within established policies, fiduciary objectives, and regulatory requirements.
• Develop and grow a book of trust business through networking, referrals, and strategic outreach.
• Support the bank’s investment process and contribute to strategic investment decisions.
• Monitor portfolio performance, conduct investment research, and assess market, credit, and liquidity risks.
• Apply global asset allocation strategies, including alternative investments and individual equity or fixed-income strategies.
• Build trust with clients and partners through clear reports, persuasive presentations, and explanations of complex financial concepts.

Requirements

• Bachelor’s degree in finance or accounting, or an equivalent combination of experience and training.
• At least 5 years of industry experience.
• Thorough understanding of accounting literature, regulations, practice, and theory.
• Strong knowledge of asset allocation strategies, investment research, and financial statement and market data analysis.
• Intermediate Microsoft Office skills, including Excel and Word, plus organizational and project management skills.
• Effective verbal and written communication, teamwork, and ability to meet employment bonding requirements.

Nice to have

• Master of Business Administration degree.
• Chartered Financial Analyst designation.
• Five years of experience with trust software.

Culture & Benefits

• Comprehensive medical, dental, and vision coverage for eligible associates.
• 401(k) retirement savings plan with employer matching for qualifying contributions.
• Life and disability insurance, employee assistance, mental health resources, and legal support.
• Tuition assistance, identity theft protection, insurance discounts, and access to an online discount marketplace.
• Paid vacation, sick days, volunteer days, and holidays; benefits begin the first day of the month following hire for associates scheduled to work at least 30 hours weekly.
• Occasional travel may be required.