Investment Officer

Investment Officer

Mid America National Bank, a locally owned financial institution in central Illinois, offers an excellent opportunity for an experienced professional to join our Trust and Wealth Management Group as an Investment Officer in Fulton County.

Mid America National Bank is a trusted institution serving local communities through our offices located in Fulton, McDonough, and Marshall counties. We are still accepting applications and resumes for an Investment Officer position in McDonough County.

• 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 ETF 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 a related field.
• At least three years of job‑related experience analyzing securities and managing investment portfolios in a fiduciary manner, with familiarity with all trust functions and bank, legal and regulatory requirements.
• CFP®, CFA®, CPA, and/or other similar professional designation preferred or willingness to obtain.

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

Qualified candidates should complete an application and submit a resume online. No phone calls please.

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.