Investment Portfolio Manager III

Busey Bank•Phoenix, AZ

About The Position

Position Summary The Portfolio Manager maintains responsibility for managing the client’s investment strategy. Working with the Busey Advisory Team, the Portfolio Manager will help develop an investment strategy and manage the client’s investment portfolio according to the established goals and objectives for the client, and in accordance with all internal and regulatory investment and fiduciary guidelines. The Portfolio Manager will also provide proactive portfolio monitoring and oversight, in conjunction with Busey’s Investment Strategies Team. Regular communication with clients regarding latest market developments, investment positioning and investment performance will also be the responsibility of the Portfolio Manager. Duties & Responsibilities Customer Service - Adheres to The Busey Promise service standards and executed through Busey’s vision of Service Excellence in order to anticipate and exceed the needs of our customers, both internal and external. People Management - Clarifies communicates performance expectations; provides ongoing behavioral feedback and guidance on job performance; provides opportunities and gives recognition; listens and keeps others informed; creates an enjoyable, supportive work environment; confronts problems, exercises discipline and resolves conflict fairly and constructively; models integrity and builds trust; delegates responsibility as appropriate; and effectively makes decisions and sets goals. Team Management – Assuming a leadership role in helping others achieve excellent results. Business Acumen – Using an understanding of business issues, processes, and outcomes to enhance business performance. Results Driven – Monitors performance and maintains a sense of urgency to drive results. Fostering Innovation – Developing, sponsoring, or supporting the introduction of new and improved methods, products, procedures, or technologies. Functional Knowledge and Technical Skills - Skilled in job-specific knowledge that is necessary to provide the appropriate quantity and quality of work in a timely and efficient manner. Accountability - Work behaviors demonstrate responsible personal and professional conduct, which contributes to the overall goals and objectives of Busey. Interpersonal Relations (Teamwork) - Interacts effectively with others to establish and maintain smooth working relations. Forward Thinking – Anticipating the implications and consequences of situations and taking appropriate action to be prepared for possible contingencies. Attention to Detail – Working in a conscientious, consistent, and thorough manner. Written Communication – Communicating ideas and information in writing to ensure that information and messages are understood and have the desired impact. Oral Communication – Communicating ideas and information verbally to ensure that information and messages are understood and have the desired impact.

Requirements

Proven decision making, sales and negotiating skills
Well-developed problem solving and decision making
Clear communication skills, particularly in explaining financial principles and concepts
Strong attention to detail
Portfolio management and trading software
Investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces
Investment terminology, the laws and regulations governing trust investments and taxation, as well as the bank's investment policies, procedures and strategies
Assist in client prospecting efforts by coordinating competitive analysis, communicating investment story and making points of differentiation/value
Attend client meetings to communicate market developments, investment strategy and investment performance
Attend and participate in local region’s client events & activities
Bachelor’s degree in Accounting, Finance or related field; CFA or CFP required
7+ years of investment management experience
Proven track record of strong, risk-adjusted investment performance and evidence of delivering research and/or investment ideas that contribute to superior, risk adjusted results

Responsibilities

Managing the client’s investment strategy
Working with the Busey Advisory Team, the Portfolio Manager will help develop an investment strategy and manage the client’s investment portfolio according to the established goals and objectives for the client, and in accordance with all internal and regulatory investment and fiduciary guidelines.
Provide proactive portfolio monitoring and oversight, in conjunction with Busey’s Investment Strategies Team.
Regular communication with clients regarding latest market developments, investment positioning and investment performance