Portfolio Manager

German American Bank; Louisville (KY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, vision

25 days paid time off

Education Assistance Program

Paid Parental Bonding Leave

Wellness benefits

Life event coverage

401(k) match

Stock purchase plan

Discounts

Job summary

German American Bank seeks a Portfolio Manager to manage investment portfolios for high net worth clients and act as a trusted relationship builder with the Wealth Advisor for client and prospect calls.

You will join the Investment Team, providing research and analysis on equities and fixed income, and present complex financial information clearly to clients both written and verbally. You will collaborate with Wealth Advisors across southern Indiana and Kentucky.

Qualifications

• Bachelor’s degree or proven experience in client consultation in investment/portfolio management.
• 5+ years’ Portfolio Management experience.
• Ability to communicate effectively as an expert in the wealth management field (written and verbally).
• Ability to deliver in-market educational presentations to internal and external audiences.

Responsibilities

• Manage portfolios and interact with clients to analyze investments.
• Collaborate with Wealth Advisors on client meetings and account performance reviews.

Skills

Portfolio management

Client consultation

Public speaking

Financial analysis

Communication

Education

Bachelor's Degree in Business/Finance/Economics/Accounting or related

Job description

Overview

As our Portfolio Manager, you will manage investment portfolios to meet the goals of high net worth clients. You are also a relationship builder, collaborating with the Wealth Advisor for client and prospect calls. You will join the Investment Team, helping provide research and analysis on investments in equities and fixed income. To thrive in this role you must have an aptitude for working with investment portfolios and proven experience presenting complicated financial information, both written and verbal.

What You'll Do

• The Daily Grind – Every day you will spend time managing portfolios, interacting with clients, and analyzing investments. You will review accounts to ensure they are within guidelines for asset allocation and holding appropriate securities, buying and selling the underlying securities as needed. You will work closely with the Chief Investment Officer on investment- and client-related projects as needed. You work in a fast-growing marketplace where you partner closely with Wealth Advisors for face-to-face client meetings. You build a strong rapport with clients, consulting on account performance, current holdings, along with economic and market factors.
• You’re Part of a Team – You are a member of the Wealth Advisory Group. You partner with a team of Wealth Advisory specialists throughout southern Indiana and Kentucky to provide financial, retirement and fiduciary service solutions to clients. You also coordinate sales efforts among banking and non-banking team members. With champions at the highest levels of the organization, the Wealth Advisory Group is an integral piece to the company’s continued prosperity and future growth.

What it Takes

• Bachelor’s Degree in Business, Finance, Economics, Accounting, or related degree OR proven experience in client consultation in investment/portfolio management, brokerage, finance or equivalent
• 5+ years’ Portfolio Management experience
• Ability to: communicate effectively as an expert in the wealth management field (written and verbally)
• Ability to deliver in-market educational presentations to internal and external audiences (prospects, clients, and professional advisors)
• Bonus Points:
• Experience in securities research
• Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) or Certified Investment Management designation
• Experience with the securities trading process

What we can offer you

• Medical, dental, vision, STD, LTD, Life insurance, etc.
• 25 days paid time off, 11 paid holidays, and bereavement leave
• Education Assistance Program
• Paid Parental Bonding Leave
• Wellness benefits
• Life event coverage
• Service awards
• Financial benefits including 401(k) match, stock purchase plan and more
• Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping
• Logo wear discounts
• Free checking account, checks and discounted bank services

About Us

German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.

German American Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (pregnancy, sexual orientation, or gender identity), age (40 or older), national origin, genetic information, veteran status, disability, or any other basis protected by law.

German American is committed to the full inclusion of all qualified individuals. As part of this commitment, if you require reasonable accommodation in completing the application process, interviewing, or completing any pre-employment testing, please direct your inquiries to our Talent Acquisition team at 812-482-0717 or [e-mail].

German American employees are required to adhere to laws and regulations applicable to banks and to German American policies and procedures. Applicants should expect to complete necessary pre-employment screening pursuant to these laws, regulations, and policies.