Job Description
Job Title: Portfolio Manager
Overview
As our Portfolio Manager, you will manage investment portfolios to meet the goals of high net worth clients. You are also a relationship builder, collaborating with the Wealth Advisor for client and prospect calls. You will join the Investment Team, helping provide research and analysis on investments in equities and fixed income. To thrive in this role you must have an aptitude for working with investment portfolios and proven experience presenting complicated financial information, both written and verbal.
What You'll Do:
The Daily Grind - Every day you will spend time managing portfolios, interacting with clients, and analyzing investments. You will review accounts to ensure they are within guidelines for asset allocation and holding appropriate securities, buying and selling the underlying securities as needed. You will work closely with the Chief Investment Officer on investment- and client-related projects as needed. You work in a fast-growing marketplace where you partner closely with Wealth Advisors for face-to-face client meetings. You build a strong rapport with clients, consulting on account performance, current holdings, along with economic and market factors.
You're Part of a Team - You are a member of the Wealth Advisory Group. You partner with a team of Wealth Advisory specialists throughout Ohio, southern Indiana and Kentucky to provide financial, retirement and fiduciary service solutions to clients. You also coordinate sales efforts among banking and non-banking team members. With champions at the highest levels of the organization, the Wealth Advisory Group is an integral piece to the company's continued prosperity and future growth.
What it Takes:
Bachelor's Degree in Business, Finance, Economics, Accounting, or related degree OR proven experience in client consultation in investment/portfolio management, brokerage, finance or equivalent
5+ years' Portfolio Management experience
Ability to: communicate effectively as an expert in the wealth management field (written and verbally)
Ability to deliver in-market educational presentations to internal and external audiences (prospects, clients, and professional advisors)
Bonus Points:
Experience in securities research
Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) or Certified Investment Management designation
Experience with the securities trading process
What we can offer you:
Medical, dental, vision, STD, LTD, Life insurance, etc.
25 days paid time off, 11 paid holidays and bereavement leave
Education Assistance Program
Paid Parental Bonding Leave
Wellness benefits
Life event coverage
Service awards
Financial benefits including 401(k) match, stock purchase plan and more
Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping.
Logo wear discounts
Free checking account, checks and discounted bank services
This position will be located at:
430 North Hamilton Road
Whitehall, Ohio, 43213
United States
About Us:
German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.
German American Bank is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability or any other category protected by law.
