;

  • TRUST INVESTMENT PORTFOLIO MANAGER ANALYST (Mount Dora, FL)

    Posted: 06/21/2026
    Financial Services

    We have an opening in the Trust Investment department for a Full-Time polished and professional Investment Portfolio Manager Analyst.  
     
    The incumbent will do the following; Participate in the preparation and delivery of presentations to existing and prospective clients, support new business efforts, assist with trade executions, prepare various investment reports, update buy list, and support Investment Officers in preparing materials for investment presentations, along with a variety of other duties.
     
    The hours are 8:00 a.m. – 5:00 p.m. Monday through Friday and all applicants must have the following qualifications;
     
    Knowledge/Skills/Abilities:

    • Participates in the Trust Investment and Strategy Committee.
    • Monitor compliance to investment policies and report results to Supervisor.  Also recommends and develops changes in policies and procedures to ensure compliance with OCC, streamlining, efficiency and effectiveness thereof.
    • Administers the portfolio management program (Invest Edge)
    • Administers the performance measurement program (Investment Scorecard).
    • Strong quantitative and communication skills, both written and verbal.
    • Strong organizational skills and the ability to multi-task are required.
    • Proficient computer skills to include; Microsoft Office and PC software applications (i.e. Word, Excel and Outlook).
    • Must be confident, highly motivated and team oriented.
    • Strong support for management.
    • Must be extremely detailed and accurate in completing tasks.
    • Personable and courteous when working with all levels and various functional areas.
    • Comply with all Information Security and Cybersecurity related policies and procedures.
    • Must display high levels of honesty, integrity, and confidentiality always.
     The above-cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform. This position is not subject to remote working opportunities.
     
    Education and Experience Requirements:
    • BA/BS Degree in a related field required.
    • Willingness to obtain the CFA designation, Trust Investment School, or other recognized professional credential (including CTFA).
    • Must also have at least one year in a client interfacing position, possessing relationship management skills and experience.
    • Knowledgeable about global economics and capital markets, as well as statistical analysis preferred.
     
     
    The First National Bank of Mount Dora is an Equal Opportunity Employer including disability and veterans.
    The First National Bank of Mount Dora participates in the E-Verify program as required by law.
     

    TRUST INVESTMENT PORTFOLIO MANAGER ANALYST (Mount Dora, FL)
    The First National Bank of Mount Dora
    Human Resources

    Additional Postings available from The First National Bank of Mount Dora

    TRUST RECEPTIONIST- FULL TIME (Mount Dora, FL)

  • Building Business. Building Community.