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Job Description

Job Title: Associate Portfolio Manager

Location: Sarasota, FL

Company: Caldwell Trust Company

About Us: Caldwell Trust Company is a leading financial institution specializing in trust services, investment
management, and financial planning for high-net-worth individuals and institutional clients. With a commitment
to excellence and client-centered service, we pride ourselves on delivering tailored solutions and building long-
term relationships based on trust and integrity.

Position Overview: We are seeking a dynamic and driven Associate Portfolio Manager to join our team. The
Associate Portfolio Manager will work closely with senior portfolio managers and trust officers to assist in
managing client portfolios, conducting research, and providing support in all aspects of portfolio management.
This role offers an excellent opportunity for career growth and development in the investment management
industry.

Responsibilities:
• Assist senior portfolio managers in managing client portfolios, including asset allocation, trading, and rebalancing.
• Conduct fundamental and technical research on securities and markets to support investment decisions.
• Monitor portfolio performance and prepare regular performance reports for clients and internal stakeholders.
• Assist in developing investment strategies and recommendations based on market trends and client goals.
• Stay informed about market conditions, economic trends, and regulatory changes that may impact client portfolios.
• Provide exceptional client service by responding to client inquiries and requests in a timely and professional manner.

Qualifications:
• Bachelor’s degree in Finance, Economics, Business Administration, or a related field. CFA designation or progress towards it is preferred.
• 1-3 years of experience in investment management, financial analysis, or related fields.
• Excellent verbal and written communication skills, with the ability to convey complex information clearly and effectively.
• Detail-oriented with strong organizational skills and the ability to manage multiple tasks simultaneously.
• Possess intellectual curiosity and passion for financial markets.
• Proficiency in Microsoft Office suite (Excel, Word, PowerPoint) and familiarity with investment research tools and software.
• Ability to work effectively both independently and as part of a team.

Application Process: Interested candidates should submit a resume and cover letter outlining their
qualifications and interest in the position. We thank all applicants for their interest; however, only those selected
for an interview will be contacted.

This position is not eligible for a relocation package.

Please submit resumes to ctcinvestments@ctrust.com