Portfolio Manager

German American Bank•Louisville, KY

60d

About The Position

The Portfolio Manager manages investment portfolios to meet the goals of high-net-worth clients and builds client relationships in collaboration with Wealth Advisors. As part of the Investment Team, the role provides research and analysis on equity and fixed-income investments and presents complex financial information in writing and verbally. The position involves managing portfolios, interacting with clients, and analyzing investments. The Portfolio Manager reviews accounts for compliance with asset-allocation guidelines and appropriate holdings, and buys or sells underlying securities as needed. The role works with the Chief Investment Officer on investment- and client-related projects and partners with Wealth Advisors in face-to-face client meetings. The Portfolio Manager builds rapport with clients and consults with them about account performance, holdings, and economic and market factors. The Portfolio Manager is part of the Wealth Advisory Group, partnering with specialists across southern Indiana and Kentucky to provide financial, retirement, and fiduciary services. The role also coordinates sales efforts among banking and non-banking team members.

Requirements

Bachelor’s degree in Business, Finance, Economics, Accounting, or a related field, or proven experience in client consultation in investment or portfolio management, brokerage, finance, or an equivalent area.
At least 5 years of portfolio management experience.
Ability to communicate effectively as an expert in wealth management, both in writing and verbally.
Ability to deliver in-market educational presentations to internal and external audiences.

Nice To Haves

Experience in securities research.
Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or Certified Investment Management designation.
Experience with the securities trading process.

Responsibilities

Manage investment portfolios to meet high-net-worth clients’ goals.
Review accounts for compliance with asset-allocation guidelines and appropriate securities holdings.
Buy and sell underlying securities as needed.
Interact with clients and consult on account performance, holdings, and economic and market factors.
Partner with Wealth Advisors on client and prospect calls and face-to-face client meetings.
Provide research and analysis on equity and fixed-income investments.
Work with the Chief Investment Officer on investment- and client-related projects as needed.
Deliver educational presentations to internal and external audiences, including prospects, clients, and professional advisors.
Partner with Wealth Advisory specialists to provide financial, retirement, and fiduciary service solutions.
Coordinate sales efforts among banking and non-banking team members.

Benefits

Medical, dental, vision, short-term disability, long-term disability, and life insurance.
25 days of paid time off, 11 paid holidays, and bereavement leave.
Education Assistance Program.
Paid Parental Bonding Leave.
Wellness benefits.
Life event coverage.
Service awards.
Financial benefits, including a 401(k) match and stock purchase plan.
National and local discounts on computers, vacations, phones, retail shopping, and other purchases.
Logo wear discounts.
Free checking account and checks, and discounted bank services.