State Trust Work Values

Daily Duties at State Trust:

Promoted investment services to US and Latin American affluent clients and supported marketing programs.

What they like about State Trust:

Working for a company with an emphasis on social values and helping society is a clear and important priority for you - a critical factor in who you choose to work for. In contrast to other factors, you place an organization's reputation for fairness and concern for the community above most other aspects of the company. As you search for a new job opportunity, it is usually possible to find out if the company is involved in the community and/or if it is addressing problems and issues in society. Pay special attention to non-profit organizations and those specifically involved in social action. Moreover, speaking with current and former employees should enlighten you to perceptions of the fairness of the company's leaders and the treatment of employees.

Tags

Asset Allocation, Portfolio Management, Wealth Management, Alternative Investments, High Net Worth Individuals, Banking, Online Research, Publications, Asset Management, Investment Strategy, Due Diligence, Proposal Writing, Investment Selection, Investment Compliance, Multi Family Office, Investment Policy Statements, Offshore Investments

Skills

Technology Solutions, Software Implementation, Requirements Analysis & Specification, Leadership , Client Focused, Portfolio Management, Fiduciary (Compliance with Reg 9), Trading Systems (e.g SEI Moxy), Custody Systems (Trust 3000, Trustware), Adobe Professional, Performance Tracking Systems (e.g. Performer IQ, Performer), FactSet, Bloomberg, Asset Allocation Tools (e.g. Wealth IQ), Manager Research Tools (e.g. PEP by Callan), Can contribute individually and work with a team

These are some of the questions we asked our climbers about their experiences with State Trust: