Senior Managing Director I or II

Bankers Trust Company; Des Moines (IA); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Group Health, Dental, and Vision Insurance

Generous Paid Time Off (PTO)

401(k) plan with lucrative company match

Tuition assistance

Company Paid Life Insurance

Lifestyle Accounts for employee reimbursements

Team Member Banking benefits

Lifestyle accounts

Team member banking

Job summary

A prominent financial institution in Des Moines is seeking a Senior Managing Director to oversee equity strategies and manage client portfolios. This role requires extensive investment management experience with responsibilities that include client meetings and strategy enhancement. Candidates should possess a solid background in finance with a strong knowledge of markets. Benefits include generous PTO and a 401(k) plan with company match, among others. The position is onsite with hybrid eligibility.

Qualifications

• Minimum of 10 years of experience within investment management for Managing Director I.
• Minimum of 15 years of experience within investment management for Managing Director II.

Responsibilities

• Oversees and manages assigned equity strategy including security analysis and trade direction.
• Participates in client meetings to review investment performance and objectives.
• Assists in developing and enhancing various investment strategies.
• Perform other duties as assigned

Skills

Strong working knowledge of financial markets

Use of FactSet and LSEG Workstation

Education

Bachelor's degree in Business or related field

Equivalent combination of education and experience

Tools

FactSet

LSEG Workstation

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Senior Managing Director I or II

Regular Full-Time Des Moines, IA, US

7 days ago Requisition ID: 1236

This position is within BTC Capital Management. Founded in 2003, BTC Capital Management, a 1940 Act Registered Investment Advisor focusing on institutional asset management. Our solutions range from discretionary asset management to independent investment consulting and advisory services. The firm is built on principles of treating clients as privileged guests and maintaining the highest degree of integrity in everything we do.

This position will be hired at either Senior Managing Director I or II level depending on experience.

Job Summary:

The Senior Managing Directorsare strategic managers for a specified asset class, to include security and portfolio analysis, trade direction and client portfolio management. This individual will be responsible for ongoing development, enhancement, and direction of assigned asset class mandate. In addition to these duties this individual will be involved in the oversight of various analytical platforms and investment management tools. The position also requires efforts to support the firm's client retention efforts via in-person client meetings and participation in the preparation of various client communication publications.

Primary Functions and/or Responsibilities:

• Oversees, implements, and manages an assigned equity strategy, including security analysis, portfolio analysis, and trade direction for securities incorporated within assigned strategy. Participates in scheduled team meetings, communicating attributes of strategy managed within framework established.
• Supports Investment Consultants and Relationship Managers in the development and retention of ongoing business generation and retention efforts, which includes:
  • Participating in in-person meetings with existing and prospective clients to review investment performance and investment objectives.
  • Preparing various written communication materials covering strategy, performance, and attributes along with general market and economic conditions.
  • Participating in periodic constituent education efforts.
• Participates as a member of assigned committees regarding strategy management, asset allocation, risk management, or other committees as necessary or desirable. Also assists/influences the ongoing development, enhancement, and support of various investment strategies for the firm.
• Performs other duties as assigned

Education and/or Experience:

Managing Director I

• Bachelor's degree in Business or related field preferred
• Minimum of 10 years of experience within investment management
• Prior experience as an analyst/portfolio manager (preferably within the environment of registered investment adviser or insurance company) is required
• Four-year college degree in a related field preferred OR an equivalent combination of education and experience

Managing Director II

• Bachelor's degree in business or related field
• Minimum of 15 years of experience within investment management and/or financial services required
• Prior experience as an analyst (preferably within the environment of registered investment adviser or insurance) is desirable
• Four-year college degree in a related field preferred OR an equivalent combination of education and experience

Specific Skills, Knowledge & Abilities:

• Strong working knowledge of financial markets, particularly equity markets, and the economy
• Use of FactSet and LSEG Workstation analytical platforms
• Group Health, Dental, and Vision Insurance
• Generous Paid Time Off (PTO)
• 401(k) plan with lucrative company match
• Tuition assistance
• Company Paid Life Insurance
• Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.
• Team Member Banking - a suite of products and services with special benefits for employees

Hybrid Eligibility: Position will be onsite.

EQUAL OPPORTUNITY EMPLOYER

“PROTECTED VETERANS” AND “INDIVIDUAL WITH DISABILITY”