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Investment Portfolio Manager

Company: Busey
Location: Fort Myers
Posted on: January 6, 2022

Job Description:

Duties & Responsibilities:

  • Daily, monthly, and quarterly monitoring of clients' portfolios.
  • Ensure the Investment Statement has been completed and signed by client.
  • Ensure the Investment Objective of each portfolio is functioning within established parameters.
  • Manage monthly distributions/contributions for each portfolio.
  • Initiate rebalancing as appropriate to facilitate portfolio management are operating within established parameters and risk tolerances.
  • Oversee performance reporting software which reflects independent investment returns for those clients utilizing the service.
  • Evaluate current and prospective portfolios for clients needing a more in-depth review.
  • Review the portfolio construction of individual accounts to ensure appropriate asset allocation as well as compliance with current policies and guidelines.
  • Work with client advisors and current and prospective clients to develop comprehensive financial plans specific to the unique needs of our clients.
  • Work closely with new business efforts to develop relationships.
  • Other duties as assigned.
  • Supervise, train, direct, develop, and evaluate support staff through ongoing communication and team building. Qualifications: Knowledge:
    • Strong oral and written communication skills
    • Advanced investment concepts, practices, and procedures used in the securities industry
    • Sound understanding of the financial markets system
    • Good working knowledge of portfolio management concepts, accounting, data processing systems, procedures, and controls Ability:
      • Take initiative to overcome significant problems
      • Analyze and solve problems from a choice of standard procedures
      • Perform duties under frequent time pressures and constant interruptions
      • Maintain mental concentration and visual attention for variable lengths of time
      • Multi-task and work in a fast-paced, team-oriented environment Education & Training:
        • Requires Bachelor's degree in Finance or Accounting.
        • Requires 5 or more years of professional work experience.
        • Pursuant of CFA Charter or like designation.
        • Requires knowledge of Microsoft Office. EOE of Minorities/Females/Vets/Disability

Keywords: Busey, Fort Myers , Investment Portfolio Manager, Executive , Fort Myers, Florida

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