What are the responsibilities and job description for the Associate Investment Portfolio Manager position at State Bank of Cross Plains?
JOB REQUIREMENTS: Apply Description 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, prepare compliance investment account reviews, and manage a
book of business primarily to include self-directed accounts. You will
work closely with other members of the Wealth Management team to provide
Exceptional Service To Our Valued Clients. ESSENTIAL 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
Requirements 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\... For full
info follow application link. The State Bank of Cross Plains values a
diverse workforce and is an Affirmative Action/Equal Opportunity
Employer. Minorities, Females, Veterans and Individuals with
Disabilities encouraged to apply. Consistent with State Bank of Cross
Plains\' commitment to employ and advance qualified individuals with
disabilities, State Bank of Cross Plains provides reasonable
accommodation to apply for or perform a job. Some examples of reasonable
accommodation include alternate methods to apply, provide documents in
an alternate format, altering work procedures, specialized equipment or
use of an interpreter. If an individual needs reasonable accommodations
to apply or perform a job here at State Bank of Cross Plains, please
contact Human Resources at (608) 849-2700 or email us. \*\*\*\*\*
APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/89E560E12A624E3C
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, prepare compliance investment account reviews, and manage a
book of business primarily to include self-directed accounts. You will
work closely with other members of the Wealth Management team to provide
Exceptional Service To Our Valued Clients. ESSENTIAL 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
Requirements 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\... For full
info follow application link. The State Bank of Cross Plains values a
diverse workforce and is an Affirmative Action/Equal Opportunity
Employer. Minorities, Females, Veterans and Individuals with
Disabilities encouraged to apply. Consistent with State Bank of Cross
Plains\' commitment to employ and advance qualified individuals with
disabilities, State Bank of Cross Plains provides reasonable
accommodation to apply for or perform a job. Some examples of reasonable
accommodation include alternate methods to apply, provide documents in
an alternate format, altering work procedures, specialized equipment or
use of an interpreter. If an individual needs reasonable accommodations
to apply or perform a job here at State Bank of Cross Plains, please
contact Human Resources at (608) 849-2700 or email us. \*\*\*\*\*
APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/89E560E12A624E3C