What are the responsibilities and job description for the Investment Portfolio Manager position at First Business Bank?
- Study, learn and master investment management software, including both external and internal proprietary systems
- Articulate FBB's investment process to client (and prospects)
- Translate client objectives and risk tolerance into appropriate strategy and verify alignment
- Perform and document formal annual client investment review
- Bring new investment ideas to proper FBB forums
- Manage client portfolio rebalancing process
- Articulate historical and forward-looking market and strategy outlook to clients
- Respond to client inquiries within half a day
- Manage portfolio transition for new clients or meaningful client flows
- Work with the team to complete RFPs and marketing/sales decks
- Make sure directed positions are properly documented
- Review clients' legacy retained assets and whether they can be disposed.
- Understand and communicate income and tax-related investment considerations
- A 4-year College degree is required preferably in a finance, financial planning, banking, investments, economics, accounting, business administration, engineering disciplines, computer science or similar.
- A minimum of 2 years of work experience post college is required with a hunger to work in a fast-paced environment in a portfolio management capacity.
- A desire to be client facing
- A willingness to achieve a CFA, CIMA, CAIA or CFP designation on a timely basis is required.
- NASD Series 6 or 7, Series 65, and State Insurance Licenses are not required.
- Communicates Effectively, Optimizes Work Processes, Drives Results, Makes Quality Decisions, Demonstrates an Ability to be a Nimble Learner, and Exhibits Tech Savvy.
- A hunger to learn and develop knowledge on the purposes of various financial instruments and products.
- A desire to learn how to assess the risks and rewards inherent in a wide-ranging variety of financial instruments and to share that information with the Trust Investment Committee and clients/prospects.
- Proficiency in mathematics, including statistical analysis is important.
First Business Financial Services, Inc. is committed to providing equal employment opportunity to all applicants and employees regardless of their race, creed, color, religion, gender, age, national origin, disability, military service, protected veteran status, genetic information, sexual orientation, gender identity, transgender status, or any other characteristic protected by federal, state or local law. We are strongly committed to this policy and believe in the concept and spirit of the law.
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.