Portfolio Manager

Overview

As our Portfolio Manager, you will manage investment portfolios to meet the goals of high net worth clients. You are also a relationship builder, collaborating with the Wealth Advisor for client and prospect calls. You will join the Investment Team, helping provide research and analysis on investments in equities and fixed income. To thrive in this role you must have an aptitude for working with investment portfolios and proven experience presenting complicated financial information, both written and verbal.

What You'll Do

The Daily Grind - Every day you will spend time managing portfolios, interacting with clients, and analyzing investments. You will review accounts to ensure they are within guidelines for asset allocation and holding appropriate securities, buying and selling the underlying securities as needed. You will work closely with the Chief Investment Officer on investment- and client-related projects as needed.

You work in a fast-growing marketplace where you partner closely with Wealth Advisors for face-to-face client meetings. You build a strong rapport with clients, consulting on account performance, current holdings, along with economic and market factors.

You're Part of a Team - You are a member of the Wealth Advisory Group. You partner with a team of Wealth Advisory specialists throughout southern Indiana and Kentucky to provide financial, retirement and fiduciary service solutions to clients. You also coordinate sales efforts among banking and non-banking team members. With champions at the highest levels of the organization, the Wealth Advisory Group is an integral piece to the company's continued prosperity and future growth.

What it Takes

• Bachelor's Degree in Business, Finance, Economics, Accounting, or related degree OR proven experience in client consultation in investment/portfolio management, brokerage, finance or equivalent
• 5+ years' Portfolio Management experience
• Ability to: communicate effectively as an expert in the wealth management field (written and verbally)
• Ability to deliver in-market educational presentations to internal and external audiences (prospects, clients, and professional advisors)

Bonus Points

• Experience in securities research
• Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) or Certified Investment Management designation
• Experience with the securities trading process
• What we can offer you: Medical, dental, vision, STD, LTD, Life insurance, etc.

• 25 days paid time off, 11 paid holidays, and bereavement leave
• Education Assistance Program
• Paid Parental Bonding Leave

Wellness benefits

• Life event coverage
• Service awards
• Financial benefits including 401(k) match, stock purchase plan and more
• Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping
• Logo wear discounts
• Free checking account, checks and discounted bank services