Sr. Investment Officer / Portfolio Manager - Trust INVM LEX - Fort Thomas, KY

Back 138d Sr. Investment Officer / Portfolio Manager - Trust INVM LEX #32-7954 Multiple Locations Apply Apply for this job now! Apply

Location

This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be Fort Thomas KY with alternate location to Montgomery OH and Monfort Heights OH.

Market

Cincinnati

Work Hours per Week

37.5

Requirements

Bachelor's Degree in Business and / or Finance or related discipline.

Minimum of five years of Portfolio Management experience with a Trust Department or Asset Management Company.

Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation is preferred.

Job Description

Summary

Participates in portfolio construction and ongoing portfolio management. Maintains a current body of knowledge of economic and financial market trends and conditions and their impact on portfolio construction. Prepares presentations and compiles supporting information for current clients and develops new business by promoting investment management services.

Essential Function

Banking is a highly regulated industry, and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

Possesses a working knowledge of investment management.

Prepares and maintains data on current and prospective investments.

Maintains a current body of knowledge of economic trends and conditions.

Familiarity with fiduciary principals and prudent investing concepts.

Participates in the preparation and presentation of reports to existing clients and new business proposals.

Other Qualifications

Knowledge of fixed income securities and their inclusion in an investment portfolio.

Proficiency in mathematics, accounting, finance, and economics.

Strong business development tools

Other Skills and Abilities

Strong written and verbal communication skills. Ability to communicate effectively.

Skills in relevant information technology to support portfolio management and business development responsibilities.

Certificates, Licenses, Registrations

Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation is preferred.

Full-Time / Part-Time

Full-time

Area of Interest

Wealth Management

All Locations

Fort Thomas, Kentucky, United States Cincinnati, Ohio, United States