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Investment Portfolio Manager

2 months ago

Henderson, Kentucky, United States Field & Main Bank Full time
Position: Investment Officer
Department: Wealth Management
Reports To: Senior Investment Officer, SVP
Supervises: None
Status: Full Time
EEO Classification: 1.2 First/Mid-Level Officers and Managers
Job Grade: 6-10
Hours: Regular full-time (40 hours +)

SUMMARY:
The Investment Officer is responsible for overseeing investment risks and ensuring that the investment portfolio is in line with the financial objectives of the organization. This role requires a thorough understanding of diverse investment instruments and market dynamics. As part of the advisory team, the Investment Officer contributes to business development, enhances existing client relationships, and drives organic growth to boost assets under management and fee income. Additionally, this position plays a vital role in the proprietary financial planning process, providing significant expertise in investment management discussions. The officer continuously evaluates client portfolios and market trends to deliver timely and pertinent advice, while assisting Advisors in adhering to established service standards. Exceptional client service and support are paramount, addressing any concerns or inquiries with professionalism and promptness. Flexibility and adaptability are essential to align with the team’s shared values and objectives.

EDUCATION & EXPERIENCE:
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field; an MBA or advanced degree is preferred.
  • 3-5 years of experience in the investment or banking sector, with a preference for investment management experience.
  • Solid understanding of financial markets, investment products, and tax strategies.
  • Proven ability to cultivate relationships and manage client portfolios effectively.
  • Strong analytical skills with the capability to simplify complex financial concepts into actionable recommendations.
  • Exceptional communication and interpersonal skills, fostering trust and rapport with clients.
  • Detail-oriented with a commitment to delivering high-quality, client-focused service.
  • Strong decision-making and presentation skills.
  • Familiarity with portfolio management software (e.g., Value Line, Morningstar).
  • Professional certifications (e.g., AFIM, CFP, CFA) are advantageous and may be required post-hire.
  • Proficiency in Microsoft Excel, Word, and PowerPoint or other industry-standard software.

ESSENTIAL DUTIES & RESPONSIBILITIES:
  • Formulate and execute a comprehensive investment strategy that aligns with organizational policies.
  • Analyze and provide insights on investment strategies for individual portfolios, considering clients' risk tolerance, time horizon, cash flow needs, and tax implications.
  • Oversee the management of all investment portfolios, ensuring optimal performance and compliance with regulatory standards.
  • Evaluate and select investment opportunities across various asset classes.
  • Monitor portfolio performance, conducting regular reviews and rebalancing as needed.
  • Identify and manage investment risks, ensuring compliance with the organization's risk management framework.
  • Develop strategies to mitigate risks while maximizing returns.
  • Prepare comprehensive investment reports and presentations.
  • Ensure all investment activities adhere to relevant laws, regulations, and internal policies.
  • Stay updated on regulatory changes and adjust strategies accordingly.
  • Remain informed about industry trends, emerging markets, and new investment opportunities.
  • Continuously seek to enhance investment processes and strategies through innovation and best practices.
  • Contribute to team objectives while fostering a positive team and organizational culture.
  • Complete continuing education hours required to maintain professional certifications.
  • Utilize CRM systems to monitor opportunities and track customer interactions for improved service impact.
  • Perform other duties as assigned.

KNOWLEDGE, SKILLS & ABILITIES:
  • Proficient in Microsoft Office Suite with strong capabilities in creating spreadsheets, graphs, and presentation materials.
  • Ability to work independently and proactively seek additional responsibilities.
  • In-depth knowledge of financial markets, investment vehicles, and asset management.
  • Strong decision-making and strategic thinking abilities.
  • Proficiency in financial modeling and analysis tools.
  • Ability to manage multiple priorities and meet tight deadlines.
  • Effective risk management and problem-solving skills.
  • Attention to detail with proofreading and editing capabilities.
  • Above-average mathematical and accounting skills.
  • Ability to work with minimal supervision.

COMPETENCIES:
  • COMPUTER SKILLS: Strong working knowledge of computer functions and a commitment to continuous learning.
  • INITIATIVE: Ability to take proactive steps and make informed decisions.
  • FOLLOW-UP: Completes tasks promptly and efficiently, responding urgently to requests.
  • COMMUNICATION SKILLS: Relates positively to clients and colleagues, maintaining professionalism in all interactions.
  • INTERPERSONAL RELATIONSHIP SKILLS: Works collaboratively with others, demonstrating a willingness to cooperate and improve.
  • TIME-MANAGEMENT: Effectively prioritizes tasks and maintains quality under increasing workloads.
  • ADHERENCE TO POLICIES & PROCEDURES: Understands and respects the importance of compliance with organizational policies.

ADA REQUIREMENTS: Work is performed in an open office environment; the ability to concentrate amidst potential interruptions is necessary. Must be able to lift items weighing 20-50 lbs. This job description is not exhaustive; employees may be required to perform other duties as directed by management.