Investment Officer

Job Overview

Mid America National Bank, a locally owned financial institution in central Illinois, offers an experienced professional the opportunity to join our Trust and Wealth Management Group as an Investment Officer in McDonough County. Established in 1933, the bank serves local communities through offices in Fulton, McDonough, and Marshall counties, and we pride ourselves on making a positive impact.

• Work with Relationship Managers, Financial Planners, and Wealth Management Administrators on investment management responsibilities for assigned account relationships.
• Develop and maintain individual equity, mutual fund, and exchange-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 equivalent work experience.
• Three years of job‑related experience in analyzing securities, managing investment portfolios in a fiduciary manner, and familiarity with 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.

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.