SENIOR INVESTMENT OFFICER - FORT WAYNE, HEADQUARTERS

STAR Financial Bank is an Indiana-based community bank known for its culture of delivering quality service, personalized banking solutions, and innovative use of technology for more than 80 years. We are proud to be a community bank in every aspect of the word. Beyond monetary giving and employee volunteerism, STAR is dedicated to partnering with the people and organizations that improve our communities. At every one of our locations, employees demonstrate their commitment to STAR and our customers by honoring our core values of Honesty & Integrity, Accountability, Respect for All, Do What’s Right, Commitment to Lifelong Learning, Community Leadership, Being Progressive, Celebrating Success and Remaining Independent.

STAR Financial Bank proudly celebrates diversity and remains conscious of the realization that diversity is not solely represented by physical characteristics. STAR is an equal opportunity employer (EEO) with a commitment to inclusivity for all employees and applicants without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, pregnancy, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state, and local laws. STAR complies with applicable STAR and local laws governing non-discrimination in employment in every location in which we have facilities.

As a Sr. Investment Officer, essential responsibilities include:

•  Coordinates investment management strategy with third party managers engaged on behalf of discretionary clients.
• Responsible for ensuring the due diligence of investments in client portfolios is effectively and efficiently conducted.
• Implements portfolio designs for personal, fiduciary and corporate clients.
• Establishes, implements, and oversees investment policies for individual, fiduciary, and corporate clients.
• Responsible for the oversight of all institutional relationships, ensuring STAR’s best practices and thinking are communicated to client boards and leadership, and portfolio performance is in line with client expectations.
• Provides advice to customers on personal investment products and services by counseling them on current market trends and recommending appropriate investment strategies.
• Manages the bond, equity, and fund-oriented investments for individual trust and advisory accounts.
• Initiates action to affect required purchases and sales of securities.
• Consults with clients and account administrators in the development and execution of investment strategies.
• Participates in Private Advisory Investment Committee process.
• Maintains up to date familiarity with the investment portfolios in the interest of optimizing client potential.
• Determines specific customer needs and ensures that appropriate market transactions are executed.
• Uses fundamental and technical research to arrive at sound and timely investment decisions.
• Represent STAR in community organizations and professional associations.
• Responsible for responding to all Request for Proposals (RFP) for STAR Private Advisory, including coordinating the preparation of STAR’s response in conjunction with STAR’s marketing department to ensure the proposal meets corporate presentation standards and attending all sales meetings related to the RFP.
• Maintains and develops client relationships. Participates in joint call efforts with sales staff.
• Responsible for personal production and support of Trust Officers and Investment Officers in their business development efforts.
• Maintains and develops relationships with centers of influence.

Skills Needed

• Excellent verbal and written communication skills and the ability to effectively communicate across all organizational levels complex information.
• Highly detailed oriented and analytical.
• Demonstrated skills working with statistical techniques.
• Ability to manage multiple projects and meet deadlines.

In addition to traditional compensation and benefits packages, our leaders continue to collaborate to launch innovative employee benefits and perks including, Affordable Medical/ Vision/ Dental Coverage • Flexible Dependent Care Account • Health Savings Account (with employer contributions) • Prescription Drug Plan • Employee Wellness Initiatives (physical/mental/financial) • Health Management Reimbursement  Program • Short Term/Long Term Disability • Life Insurance • Tuition Reimbursement • Competitive Pay and Bonus Program • 401k (with employer match) • Generous Paid Time off including 10 1/2 holidays.  

** Eligibility of benefits are determined by employment status classification and may be discussed during the interview process.