Chevy Chase Trust is a privately owned investment management firm headquartered in the Washington, D.C. metropolitan area, serving individuals, families, endowments and institutions since 1999. With more than $46 billion in assets under management and a team of over 130 professionals, the firm specializes in investment management, financial and estate planning and fiduciary services.
The firm is known for its Global Thematic Equity Investment approach which focuses on long term secular trends stemming from economic, demographic and technological change and their impact on industries and companies. In addition, our in-house team provides highly customized financial and estate planning and trust services to address the complex needs of each client.
Job Purpose/Summary
Since 1999, Chevy Chase Trust has provided wealth management to individuals, families and foundations using thematic investing in individual securities. Reporting to the Chief Fiduciary Officer, this position will provide internal legal support for the proper administration of Chevy Chase Trust's fiduciary appointments as well as perform reviews of fiduciary account administration to ensure compliance with internal policies and procedures. The position will work closely with the Chief Fiduciary Officer to ensure that the Chevy Chase Trust consistently fulfills its fiduciary duties in accordance with applicable law; regulatory expectations; and the highest standards of prudence, loyalty, and care.