Associate Investment Portfolio Manager

Join to apply for the Associate Investment Portfolio Manager role at State Bank of Cross Plains
. Lake Ridge Bank is seeking a dynamic and dedicated professional to join our team as an Associate Investment Portfolio Manager. In this role, you will provide assistance and support to the portfolio management function of the Wealth Management Department, prepare compliance investment account reviews, and manage a book of business primarily to include self-directed accounts. You will work closely with other members of the Wealth Management team to provide Exceptional Service To Our Valued Clients.

• Prepare compliance investment account reviews
• Support portfolio management function by working closely with portfolio managers
• Support portfolio managers via collection and preparation of investment research materials for Senior Portfolio Manager
• Support Senior Portfolio Manager by researching investment and economic ideas as directed
• Support financial planning process as needed
• Support other trust officers via preparation of investment review materials and participating in client or prospect meetings as needed
• Participate in business development activities by providing supporting investment information for trust officers
• Assist with managing client investment portfolios consistent with departmental and individual account guidelines
• Manage a book of business primarily to include self-directed accounts
• Prepare materials and reports for the Trust and Investment Committee and Board of Directors
• Participate in Trust and Investment Committee meetings as needed
• Prepare proposals, presentations and other materials requested by portfolio managers and trust officers
• Other duties as assigned
• Adhere to all Bank Security/Compliance Regulations:
  Complete all annual bank security and compliance training
• Adhere to Bank Security guidelines for wealth management division
• Maintain confidentiality of customer information at all times
• Stay current on all compliance regulations

• Bachelor's Degree in Finance, Economics and/or similar field of education and a minimum of 3 years of similar work experience
• Exceptional interpersonal and communication skills (verbal/…)

The State Bank of Cross Plains values a diverse workforce and is an affirmative action/equal opportunity employer. Minorities, Females, Veterans and Individuals with Disabilities encouraged to apply. Consistent with State Bank of Cross Plains commitment to employ and advance qualified individuals with disabilities, State Bank of Cross Plains provides reasonable accommodation to apply for or perform a job. If an individual needs reasonable accommodations to apply or perform a job here at State Bank of Cross Plains, please contact Human Resources at  or email us.

• Seniority level:
  Entry level
• Employment type:
  
  Full-time
• Job function:
  Finance and Sales

Referrals increase your chances of interviewing at State Bank of Cross Plains by 2x.

Apply BELOW