Portfolio Manager I

COREFIRST BANK & TRUST•Topeka, KS

About The Position

The Portfolio Manager I is responsible for assisting in the management of client portfolios. This role is expected to enhance the relationship between clients, Trust Officers and Portfolio Management, to meet with clients in order to help build strong, comprehensive relationships, ensure proper asset allocation, and confirm that appropriate investments are being used in client portfolios. This person will play an integral role in the day-to-day management of client accounts. The Portfolio Manager I will be expected to assist with financial planning and/ or investment research to support marketing/ sales activities. Depending on the skill set, day-to-day activities may be more focused on the client relationship, financial planning, asset gathering and marketing/sales, or more focused on investment research and portfolio management activities.

Requirements

Wealth Advisor experience preferred.
Three plus years of experience in investment research & analysis, financial planning, portfolio management, brokerage, Trust Department or similar financial background is preferred.
Any experience with business development or client relationships is helpful.
Bachelor’s Degree in Business, Finance, Economics, Accounting or related field preferred
Financial planning and/or investment research & portfolio management skills
Strong written, verbal, interpersonal and analytical skills, including ability to interact effectively with customers, employees and management are essential
The ability to plan and execute multiple projects and initiatives balancing department and organizational demands and resources is a must; work must be completed with quality and accuracy
Work in a team environment while promoting a positive attitude toward teamwork
Accept and respond to changes in the work environment
Ability to handle a wide variety of tasks: client-related, investments, planning and operational
Communicates clearly and effectively
Demonstrates ability to communicate financial vocabulary into common terms for explanatory purposes
Maintains professional and confident demeanor
Demonstrates ability to make informed and logical decisions
Exhibits ability to remain calm and think analytically during stressful situations
Possesses detailed knowledge of economic theory and financial terminology
Possesses detailed knowledge of best investment practices
Possesses in-depth financial planning acumen
Possesses strong analytical and problem-solving skills
Is capable of applying economic theory and research to daily management activity
A significant level of trust is required as this position is exposed to sensitive and confidential information which cannot be shared outside of the Department.
Diplomacy, courtesy, and tact is required.
Demonstrated ability to foster sound professional relationships with management is necessary.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to talk and listen to members and other employees.
Physical activities include a combination of constant sitting, constant hand motion and occasional standing/walking.
These activities are not necessarily performed to the same degree and combination every day.
Applicants must pass a drug screen and background checks
Internal applicants must be meeting the minimum requirements of their current job and submit a cover letter and resume via the employee portal

Nice To Haves

CFP, CFA, or M.B.A. are preferred but not required.
Willingness to pursue CFA, CFP, or M.B.A. is strongly encouraged
Designations such as the CAIA, AIF, ChFC, CPA, or other similar designations are also favored, but not required.

Responsibilities

Communicate with clients about their accounts, investments, market conditions, economy, etc.
Establish client investment objectives, including risk tolerance, asset allocation, and cash requirements
Explain and differentiate between various investment opportunities
Conduct Financial Planning and/or investment research, analysis, & management.
Coordinate investments/planning with administrators, clients, and prospective clients
Communicate well with Trust Officers, Operations, and other key referral sources within the Bank
Communicate well and maintain relationships with third-party vendors/partners
Responsible for daily investment decisions and execution of trade requests
Monitor asset allocation relative to policy and goals
Monitor and implement investment models
Create reports on investment-related performance and activity and review reports for accuracy
Responsible for investment review portion of annual regulatory account review process
Place and monitor trades for completion (see bullet 8 above)
Maintain records and files along with other compliance requirements
Work with Client and Trust Officer to create comprehensive wealth strategies for the Client
Other tasks as needed