Investment Portfolio Manager

Company: Busey
Location: Fort Myers
Posted on: September 17, 2023

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 controlsAbility:
    • 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 environmentEducation & 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.Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit to learn more about Busey's Equal Opportunity Employment.

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