Whittier Trust Company Benefits Overview

The Investment Associate supports Portfolio Managers by preparing reports, conducting portfolio analysis, researching investments, and inputting trades, fostering collaboration within the Investment Department.

The Operations Unit Manager oversees client fee records management, leads a small team, develops procedures, audits submissions, and prepares fee reports for senior management.

The Vice President, Portfolio Manager will manage client portfolios, implement investment strategies, and contribute to business development efforts while maintaining client relationships and communication.