Bankers Trust · 2 weeks ago
Senior Managing Director I or II
Des Moines, IA, US
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expBankers Trust is a registered investment advisor focusing on institutional asset management. The Senior Managing Directors are strategic managers responsible for asset class oversight, security and portfolio analysis, and client portfolio management, while also supporting client retention efforts through meetings and communication.
BankingFinancial ServicesWealth Management
Responsibilities
Oversees, implements, and manages an assigned equity strategy, including security analysis, portfolio analysis, and trade direction for securities incorporated within assigned strategy. Participates in scheduled team meetings, communicating attributes of strategy managed within framework established
Supports Investment Consultants and Relationship Managers in the development and retention of ongoing business generation and retention efforts, which includes the following: Participating in in-person meetings with existing and prospective clients to review investment performance and investment objectives. Preparing various written communication materials covering strategy, performance, and attributes along with general market and economic conditions. Participating in periodic constituent education efforts
Participates as a member of assigned committees regarding strategy management, asset allocation, risk management, or other committees as necessary or desirable. Also assists/influences the ongoing development, enhancement, and support of various investment strategies for the firm
Performs other duties as assigned
Qualification
Required
Bachelor's degree in Business or related field preferred
Master's Degree desirable
CFA designation required
Minimum of 10 years of experience within investment management for Managing Director I
Prior experience as an analyst/portfolio manager (preferably within the environment of registered investment adviser or insurance company) is required for Managing Director I
Four-year college degree in a related field preferred OR an equivalent combination of education and experience for Managing Director I
Bachelor's degree in business or related field for Managing Director II
Master's Degree desirable for Managing Director II
CFA designation required for Managing Director II
Minimum of 15 years of experience within investment management and/or financial services required for Managing Director II
Prior experience as an analyst (preferably within the environment of registered investment adviser or insurance) is desirable for Managing Director II
Four-year college degree in a related field preferred OR an equivalent combination of education and experience for Managing Director II
Strong working knowledge of financial markets, particularly equity markets, and the economy
Use of FactSet and LSEG Workstation analytical platforms
Benefits
Group Health, Dental, and Vision Insurance
Generous Paid Time Off (PTO)
Volunteer Time Off (VTO)
401(k) plan with lucrative company match
Tuition assistance
Company Paid Life Insurance
Paid Parental Leave
Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.
Team Member Banking - a suite of products and services with special benefits for employees
Company
Bankers Trust
Bankers Trust Company provides banking products and services to businesses and individuals in Iowa.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Jack Gonder
Senior Vice President / Market President
Todd Wishman
EVP/Chief Lending Officer
Recent News
CITYVIEW
2025-11-05
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