Investment Officer

Mid America National Bank, a locally owned financial institution in central Illinois, is hiring an Investment Officer in Fulton County. The role is responsible for overseeing the entire investment management process for the Trust and Wealth Management Division, staying current on investment, market, and economic conditions, and coordinating the investment activities of the Relationship Managers. It requires exceptional patience, composure under pressure, sound judgment, accuracy, attention to detail, strong client‑oriented approach and financial aptitude, including interpretation and explanation of economic and accounting information, budget management, and long‑term investment decisions.

Effective oral and written communication, problem‑solving, analytical abilities, and relationship‑building skills are essential.

• Work with Relationship Managers, Financial Planners, and Wealth Management Administrators/Assistants on their investment management responsibilities for their assigned account relationships.
• Develop and maintain the individual equity, mutual fund, and exchanged‑traded guidance and focus lists and monitor quality and ratings of fixed income securities.
• Prepare and conduct presentations to institutional and individual clients on investment performance and economic and market conditions.
• Review investment performance reports and communicate results to Relationship Managers and clients.
• Participate in meetings and presentations with owners or beneficiaries of assigned account relationships or as requested by Relationship Managers.
• Create and conduct group investment educational sessions for businesses and organizations.
• Facilitate large‑scale portfolio rebalancing.
• Develop and maintain the division's intentional asset allocation strategies and investment models for each investment objective.
• Contribute to the design and execution of client financial plans.

• Bachelor's Degree in business, finance, accounting, economics or work equivalent.
• Three years of job‑related experience in analyzing securities, managing investment portfolios in a fiduciary manner, and familiarity with all trust functions and bank, legal and regulatory requirements.
• CFP®, CFA®, CPA, and/or other similar professional designation preferred or willing to obtain.

Mid America National Bank offers a competitive compensation and benefits package.

Mid America National Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, sex, national origin, disability status or protected veteran status.