Client PM Portfolio Mgr, Assoc

Old National Bank•Evansville, IN

15h

About The Position

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. The associate Client Portfolio Manager role is a dynamic position that combines relationship management and portfolio management. The role is designed to provide a comprehensive training ground for a junior investment professional who aspires to build a career as a Portfolio Manager in the Wealth Management Industry. The Associate Client Portfolio Manager under the direction of a Lead Portfolio Manager will partner with other Wealth employees to develop and retain high net worth clients. Serves as the associate client portfolio manager to create client specific investment policy objectives and asset allocation goals.

Requirements

BS/BA degree in accounting, finance, business or related field, and the equivalent work experience
Minimum 2-4 years of related industry/work experience
Technical Knowledge – Demonstrate knowledge or familiarity with Industry tools such as Charles River, Factset, and proficiency with Microsoft Excel, and ensuring the accuracy of data models.
Communicating with Impact – Demonstrate excellent verbal and presentation skills and be comfortable explaining complex processes in simple to understand terms to internal partners.
Team Member - Demonstrate ability to build a collaborative working environment among team members and internal partners.
Attention-to-Detail – E nsure that all deliverables consistently meet the highest standard of quality and accuracy .

Responsibilities

Management of investment portfolios: Provide ongoing oversight of assigned ONB/1834 investment accounts. Recommend and implement changes to the holdings and asset allocation to maintain compliance with strategies and policies. Transition non-compliant portfolios to approved strategies. Manage account liquidity to provide for ongoing cash demands and distributions. Take on increasing responsibility for smaller client relationships as experience grows, allowing PMs to focus on larger and more complex client relationships Prepare presentation for proposal and client review meetings.
Relationship management and development: Partner with PMs to understand clients/attend client meetings and prioritize developing solutions. Interact with clients and manage follow-up and ongoing client deliverables. Partners with Wealth associates in client presentations, review of portfolio structure and investment performance reporting. Serves as the relationship expert Trust and Asset Management’s investment capabilities, economics, and market environment. Prepare detailed investment information for clients. Assists Trust and Asset Management associate with business development efforts.
Team participation: Participate in weekly Portfolio Manager meetings. Work individually or with a team on assigned projects.