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Portfolio Manager and Analyst

Company: The National Bank of Indianapolis
Location: Indianapolis
Posted on: November 22, 2020

Job Description:

Purpose of Position: Analyze stocks, bonds and outside money managers to make recommendations to the investment committee. General portfolio management duties may include specific responsibilities in one or more of the following investment areas: municipal bond, taxable bond, mutual funds, and stocks. Meet with current clients and prospects to provide excellent customer service and attract new clients.

Essential Functions:

  • Conduct meetings with clients and prospects, facilitate risk assessments and discuss individual financial goals to ensure that proposals address investment priorities
  • Cultivate and maintain positive relationships with clients through regular, proactive contact, client events and Bank entertainment opportunities (during normal business hours as well as after hours), and routine follow up, ensuring adherence to the Bank's Culture of Excellence
  • Educate clients and prospects regarding asset allocation considerations and models that are available to achieve desired financial outcomes
  • Manage client investment portfolios to achieve client goals
  • Meet with prospects to attract new business and assist in achieving division financial goals
  • Participate in client meetings no less than annually to evaluate account performance against the client's financial goals
  • Maintain current knowledge of developments in portfolio management and the financial markets
  • Analyze stocks, bonds, and outside managers and contribute actively to the Investment Committee
  • Actively support compliance with all applicable laws, regulations, and internal policies of the Bank, the Wealth Management Division, and Diamond Capital Management
  • Promote the Bank's image in the community by participating in community activities, coordinating community development efforts, and promoting involvement and participation in community service organizations to present a favorable image in the community and establish contacts that could generate new business
  • Serve on Wealth Management committees, as assigned
  • Depending on area of specialization, Essential Functions may also include:
  • Coordinate equity analysis resulting in maintenance of the DCM working list
  • Initiate additions and deletions to the DCM equity working list resulting from careful and diligent equity analysis
  • Coordinate DCM mutual fund approved and working lists
  • Make recommendations regarding portfolio construction to the Investment Committee
  • Write or edit investment commentaries as needed

Keywords: The National Bank of Indianapolis, Indianapolis , Portfolio Manager and Analyst, Professions , Indianapolis, Indiana

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