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Portfolio Management Officer

2 months ago

Henderson, Kentucky, United States Field & Main Bank Full time
Position: Investment Officer
Department: Wealth Management
Reports To: Senior Investment Officer, SVP
FLSA: Exempt
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 various investment vehicles and market dynamics. As part of the advisory team, the Investment Officer plays a crucial role in generating new business, enhancing existing relationships, and promoting organic growth to boost assets under management and fee income. This position also contributes significantly to our proprietary financial planning process, enriching discussions surrounding investment management. Continuous monitoring of client portfolios and market developments is essential to provide timely and pertinent advice. The Investment Officer supports Advisors in maintaining adherence to established service standards and delivers exceptional client service by addressing inquiries and concerns promptly and professionally. Flexibility and adaptability are key to achieving the collective goals and values of the team.

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.
  • General knowledge of financial markets, investment products, and tax strategies.
  • Proven ability to cultivate relationships and manage client portfolios.
  • 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.
  • Proficient in Excel, Word, and PowerPoint or other industry-standard software.

ESSENTIAL DUTIES & RESPONSIBILITIES:
  • Formulate and execute a comprehensive investment strategy aligned with organizational policies.
  • Analyze and provide insights on investment strategies for individual portfolios, taking into account 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 and conduct 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 comply with relevant laws, regulations, and internal policies.
  • Stay informed about regulatory changes and adjust strategies accordingly.
  • Keep abreast of 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 culture.
  • Maintain continuing education hours required for professional certification(s).
  • Utilize CRM systems to monitor opportunities and track customer interactions for improved service and engagement.
  • 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 strong 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 ongoing technical skill development.
  • INITIATIVE: Ability to determine appropriate actions based on knowledge and sound judgment, taking proactive steps to accomplish tasks.
  • FOLLOW-UP: Completes assignments promptly and efficiently, responding urgently to requests.
  • COMMUNICATION SKILLS: Relates positively to clients and colleagues, demonstrating professionalism in language and demeanor.
  • INTERPERSONAL RELATIONSHIP SKILLS: Works collaboratively with co-workers, displaying a willingness to cooperate and improve.
  • TIME MANAGEMENT: Effectively prioritizes tasks and maintains quality of work under increasing workloads.
  • ADHERENCE TO POLICIES & PROCEDURES: Understands the importance of compliance with organizational policies and maintains confidentiality.

ADA REQUIREMENTS: Work is performed in an open office environment; ability to concentrate amidst potential interruptions is necessary. Ability 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.