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Lake Ridge Bank · 1 month ago

Associate Investment Portfolio Manager

Monona,WI,US

Full-time

Onsite

Mid Level

3+ years exp

Lake Ridge Bank is seeking a dynamic and dedicated professional to join our team as an Associate Investment Portfolio Manager. In this role, you will provide assistance and support to the portfolio management function of the Wealth Management Department and manage a book of business primarily to include self-directed accounts.

BankingFinanceFinancial ServicesLendingMobile AppsWealth Management

Responsibilities

Prepare compliance investment account reviews

Support portfolio management function by working closely with portfolio managers

Support portfolio managers via collection and preparation of investment research materials for Senior Portfolio Manager

Support Senior Portfolio Manager by researching investment and economic ideas as directed

Support financial planning process as needed

Support other trust officers via preparation of investment review materials and participating in client or prospect meetings as needed

Participate in business development activities by providing supporting investment information for trust officers

Assist with managing client investment portfolios consistent with departmental and individual account guidelines

Manage a book of business primarily to include self-directed accounts

Prepare materials and reports for the Trust and Investment Committee and Board of Directors

Participate in Trust and Investment Committee meetings as needed

Prepare proposals, presentations and other materials requested by portfolio managers and trust officers

Other duties as assigned

Adhere to all Bank Security/Compliance Regulations

Complete all annual bank security and compliance training

Adhere to Bank Security guidelines for wealth management division

Maintain confidentiality of customer information at all times

Stay current on all compliance regulations

Qualification

FinanceInvestment ManagementMicrosoft Office SuiteCommunication SkillsAccounting SkillsIndependent JudgmentEnglish ProficiencyOrganizational SkillsAttention to DetailTime ManagementConfidentiality

Required

Bachelor's Degree in Finance, Economics and/or similar field of education and a minimum of 3 years of similar work experience

Exceptional interpersonal and communication skills (verbal & written) to be able to interact and communicate with a diverse group of clients

Excellent organizational and time management skills

Good accounting/math skills with the ability to work precisely with numbers and financial calculations

Strong attention to detail with the ability to work efficiently & accurately

Demonstrated ability in exercising independent judgment

Strong organizational skills, including the ability to prioritize and remain calm while working in a fast paced/deadline driven environment

Good working knowledge of Microsoft Office Suite, proficient typing/keyboarding skills and the ability and willingness to learn new programs and software

Ability to meet deadlines in a face-paced production environment

Ability to maintain confidential customer information

Ability to read, write, understand and speak English clearly

Ability to represent the organization in a professional, positive manner