B.F. Saul Company

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The Compliance Officer shall provide support to the Chief Compliance Officer (Chevy Chase Trust & ASB Capital Management) and the General Counsel (ASB Capital Management) in the administration of compliance and legal functions for Chevy Chase Trust & ASB Capital Management. It is anticipated that the Compliance Officer’s time shall be split between reporting to the Chief Compliance Officer (~75%) and the General Counsel (~25%). The Compliance Officer should have (or demonstrate an ability to develop) competencies and knowledge regarding the Investment Advisers Act, ERISA, regulation of private offerings under Regulation D, the USA PATRIOT ACT anti-money laundering regulations, privacy regulations for banks and investment advisers, and fiduciary laws and regulations for trust companies.
Location
Bethesda, MD
Job Category
Compliance
Since 1999, Chevy Chase Trust has provided wealth management to individuals, families and foundations using thematic investing in individual securities. Chevy Chase Trust is looking for a Fixed Income Research Analyst & Portfolio Manager to join our research team to provide research on fixed income investments and assist in managing fixed income portfolios for Chevy Chase Trust. This position will help Chevy Chase Trust expand fixed income holdings in a thoughtful way that complements Chevy Chase Trust’s thematic investment style and help drive fixed income thought leadership.
Location
Bethesda, MD
Job Category
Portfolio Management
The Senior Client Services Officer will manage the administrative duties of an assigned book of investment management agency, trust and custody relationships in a professional manner.
Location
Bethesda, MD
Job Category
Client Services