Investment Officer (Banking Experience Required)

J&T Business Consulting; Granger (IN); Sur place; USD 120 000 - 230 000; Plein temps

Résumé du poste

J&T Business Consulting seeks an experienced Investment Officer (Banking Experience Required) in Granger, IN. This senior role combines portfolio management with fiduciary leadership to oversee discretionary portfolios for high-net-worth clients and trusts.

You will work alongside Wealth Advisors and Trust Officers, delivering strategic investment guidance, performance reviews, and proactive client education amid evolving market conditions. CFA/MBA preferred; 8+ years' experience expected.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or related field.
• 8+ years of direct investment management experience.
• Strong understanding of fiduciary responsibilities and regulatory requirements.
• Exceptional verbal and written communication to translate complex concepts for clients.

Responsabilités

• Portfolio Management & Strategy: design and monitor customized investment strategies for high-net-worth clients and trusts.
• Fiduciary Guidance & Client Relationship Leadership: lead investment guidance with Wealth Advisors and Trust Officers; provide performance reviews.
• Research & Policy Compliance: perform macro/macroeconomic and fixed-income research; ensure governance and fiduciary standards.
• Business Development & Relationship Expansion: support client presentations and referral efforts to grow regional AUM.

Connaissances

Portfolio management

Fiduciary guidance

Client relationships

Market communication

Formation

Bachelor’s degree

Outils

Microsoft Excel

Microsoft Word

Microsoft Outlook

Description du poste

Investment Officer (Banking Experience Required)

Granger, United States | Posted on 10/28/2026

We are seeking an experienced, growth-oriented Senior Investment Specialist to join our executive team as Vice President – Portfolio Manager. In this dual-function role, you will oversee discretionary investment portfolios, drive tailored asset-management strategies for high-net-worth clients, and maintain strict fiduciary integrity across Trust and Wealth Advisory accounts.

The ideal candidate blends high-level portfolio structuring with exceptional consultative skills—acting as a trusted financial strategist who can clearly articulate complex market dynamics to clients, internal advisors, and institutional partners.

Key Responsibilities

Portfolio Management & Strategy: Formulate, execute, and monitor highly customized investment strategies for high-net-worth individuals, families, and trust accounts. Align asset allocation models with specific client risk profiles, liquidity needs, tax implications, and long-term financial objectives.

Fiduciary Guidance & Client Relationship Leadership: Serve as a lead investment expert alongside Wealth Advisors and Trust Officers. Deliver ongoing performance reviews, educate clients on market positioning, and provide proactive guidance through changing economic cycles.

Research & Policy Compliance: Conduct rigorous macroeconomic, equity, and fixed-income research. Ensure full adherence to internal investment governance, federal banking regulations, and strict fiduciary standards.

Business Development & Relationship Expansion: Partner with business development leaders to participate in prospective client presentations, proposal drafting, and referral efforts to expand regional wealth assets under management (AUM).

Required Qualifications

Education: Bachelor’s degree in Finance, Economics, Business Administration, or a related field (or equivalent practical experience).

Experience: 8+ years of direct experience in investment management, portfolio management, trust investments, or high-net-worth wealth advisory.

Technical Skills: Deep familiarity with bank fiduciary procedures, trust accounting structures, portfolio analytics tools, and core business software (Microsoft Excel, Word, and Outlook).

Communication: Exceptional verbal and written presentation skills, with a proven ability to translate complex financial concepts into actionable client strategies.

Preferred Qualifications

Chartered Financial Analyst (CFA) designation and/or Master of Business Administration (MBA).

Demonstrated track record in fiduciary compliance and multi-asset asset allocation.

An Equal Opportunity Employer dedicated to building an inclusive and merit-based workplace culture.