First Financial Corporation Indiana - Clarksville, TN
posted about 1 month ago
About the position
To monitor, analyze, and assist in the management of the investment portfolio of Trust clients of First Financial Bank. To provide proactive management services to meet the needs of high-net-worth individuals. To establish and implement objectives on a client-by-client basis. To manage customized portfolios. To provide proactive value-added client service by identifying investment related wealth-building ideas to clients. To prepare and make investment presentations to individual clients as well as groups. This position involves providing quantitative and analytical support for First Financial Bank and First Financial Corporation's investment management, client reporting, product development, and marketing efforts. Responsibilities include compiling, calculating, and analyzing financial information for the analysis and implementation of our investment strategy, performance measurement and attribution, portfolio analysis, and market studies, and assist in the delivery of above-mentioned results through client presentations to a wide range of audiences. This position is responsible for maintaining current client relationships.
Responsibilities
- Service Bank Trust clients for their investment needs.
- Counsel with client and or partner with client's Personal Trust Officer to meet their particular needs.
- Assist in the development of an investment portfolio.
- Make appropriate purchases and sales for the individual portfolio.
- Suggest other investment alternatives.
- Analyze and monitor the investment portfolio to maximize return while minimizing risk.
- Utilize Bloomberg Investment System to perform analysis of investment portfolio.
- Utilize Morningstar and FI360 to analyze mutual funds and make recommendations.
- Help convey economic outlook and interest rate forecasts to the Investment Committee.
- Conduct presentations to existing clients.
- Maintain active and up-to-date client files for assigned clients and prospective clients.
- Assist clients in meeting personal and professional goals by identifying and recommending appropriate bank product(s).
- Network with other Bank staff to further enhance client relationships and refer clients to appropriate product experts.
- Network with community leaders through extensive community involvement by attending community meetings and volunteering as an active member of community groups.
- Keep abreast of changes in investment regulations affecting fiduciary accounts.
Requirements
- Minimum of 3 years of investment management experience required.
- College degree required.
- Interest in attaining an MBA, CFP or CFA credential preferred.
- Strong math skills, and knowledge of investments with an emphasis on modern portfolio theory and investment performance attribution.
- Excellent computer, oral and written communication skills required.
- Power Point, Word, Excel experience a plus.
Nice-to-haves
- Ability to help develop new business.
