Pennsylvania Trust

Career Opportunities

Pennsylvania Trust employs exceptionally skilled individuals who are committed to providing outstanding professional services, with integrity, in a highly personalized manner. We provide employees with an excellent benefits package and competitive pay.

Qualified applicants should forward a resume with salary requirements to jobs@penntrust.com. Resumes will be reviewed in conjunction with available career opportunities. In the event your qualifications match with an open position, an interview will be arranged.

Current Opportunities

Fixed Income Portfolio Manager

Pennsylvania Trust Company, an independent and employee-owned wealth management firm headquartered in Radnor, Pennsylvania is looking to hire a Fixed Income Portfolio Manager to join our team.

This position will provide support to the Director of Fixed Income and provide management of accounts, including direct investment and client and portfolio manager communication.

Essential Functions:

  1. Monitor and report on market and economic conditions, select appropriate investments, and structure and execute transactions.
  2. Support fixed income strategies by performing market and portfolio analysis.
  3. Responsible for fixed income oversight for accounts and investment recommendations to portfolio managers.
  4. Trade fixed income securities as directed by the Director of Fixed Income.
  5. Responsible for selection, research and oversight of the Pennsylvania Trust Approved Mutual Fund List.
  6. Develop new models to help with the new investment policy statements.
  7. Responsible for monitoring and selecting funds in Bloomberg and Morningstar by following process of initial performance screening, due diligence, document requests, portfolio manager meetings, portfolio construction and review.
  8. Screen all funds and ETFs on a weekly basis and thoroughly review quarterly.
  9. Participate on the Institutional Services team to work with institutions that impact the world through education, health, religious and other nonprofit causes.
  10. Understand client investment objectives and apply intellectual capital to deliver superior investment outcomes.
  11. Collaborate on portfolio strategy, construction, risk oversight and marketing initiatives, and engage in client servicing activities.
  12. Help to support the growth and development of the investment team and organization as a whole.

Supervisory Responsibilities:

This position does not have supervisory responsibilities.

Job Requirements (Knowledge/Abilities):

  1. 5-10 years of experience in fixed income investing preferred.
  2. Proficiency in Bloomberg, Morningstar and other trading platforms and research/data compilation tools.
  3. Extensive knowledge of financial markets/instruments/regulations, economic theories.
  4. Proficient in Microsoft Office and various investment/trust systems.
  5. Strong written, verbal, quantitative and analytical skills.
  6. Demonstrated ability to build relationships.

Qualified applicants should forward a resume with salary requirements to jobs@penntrust.com.

Email your resume now.

Tax Professional

Pennsylvania Trust Company, an independent and employee-owned wealth management firm headquartered in Radnor, Pennsylvania is looking to hire a Tax Professional to join our team.

This position will provide tax service support to clients and the tax department.

Essential Functions:

  1. Responsible for fiduciary income tax returns and Form 1099 reporting utilizing the One Source fast tax fiduciary return preparation programs.
  2. Prepare and file electronic federal and state quarterly estimates, tax documents and tax returns in compliance with federal and state statutes.
  3. Prepare and file electronic federal and state balance dues.
  4. Handles tax notices and inquiries related to fiduciary accounts and works with staff to handle internal processes (SEI).
  5. Reviews and corrects client accounts, assets and transactions to ensure correct tax reporting.
  6. Process and print worksheets for all accounts for staff review.
  7. Prepare loader files for gaps in SEI tax compliance.
  8. Review of SEI (accounting vendor) transactional reporting to ensure correct reporting for fiduciary and individual return preparation.
  9. Liaison with SEI to resolve issues.
  10. Track accounts for completion.
  11. Manage and track MLP K-1s.
  12. Set-up, training and advising staff of tax software products, OneSource, Wall Street Concepts, and Checkpoint.
  13. Perform other duties as requested.

Supervisory Responsibilities:

This position does not have supervisory responsibilities.

Job Requirements (Knowledge/Abilities):

  1. Knowledge of trust accounting software.
  2. Ability to multi-task and be detail oriented.
  3. Strong organizational skills.
  4. Working knowledge of Microsoft Office.
  5. Strong written, verbal and interpersonal communication skills.
  6. Demonstrated ability to provide courteous and professional service to clients.

Qualified applicants should forward a resume with salary requirements to jobs@penntrust.com.

Email your resume now.

Pennsylvania Trust supports and is committed to Equal Employment Opportunity. It is our policy to provide equal employment opportunities to all employees and applicants on the basis of their merits and ability to perform, without regard to race, color, religion, gender, sexual orientation, genetic information, citizenship, veteran’s status, national origin, ancestry, age, disability, or any other protected characteristic.

Benefits Package

To attract and maintain the qualified professionals who are necessary to provide the level of service Pennsylvania Trust demands, we offer an excellent compensation package which is inclusive of the following benefits:

  • Medical, dental and vision insurance
  • Health Savings Accounts
  • Retirement Benefits
  • Short and Long-term disability
  • Life Insurance
  • Paid time off for vacation and illness