Senior Investment Officer

Essential Job Functions & Responsibilities

• Investes in analyzing investment portfolios to ensure they align with each client's long-term investment goals.
• Communicates with clients and the organization to support account officer support and new business development.
• Responds to client inquiries and concerns promptly.
• Maintains proper diversification and guides investment changes within the framework of the department's strategy.
• Manages investment activities for assigned accounts, including personal trusts, individual investments, and court-appointed accounts.
• Coordinates with clients, co-trustees, consultants, and outside attorneys to ensure communication of trust/agency requirements and portfolio activity.
• Maintains awareness of new investment strategies and instruments through regular engagement with the investment community and industry professionals.
• Acts as primary backup to the Investment Securities Trader.
• Participates in the development of new investment business with sales staff.
• Promotes the Bank’s products and services in daily interactions and actively participates in community and professional organizations.
• Supports the efforts of the senior manager and other department managers in team building with internal customer contact areas.
• Provides input and advice on business issues and supports the acquisition of new applicants and customers.

Qualifications

• Appropriate professional certifications, such as CFA.
• Bachelor’s degree required; preferably in business, finance, or accounting.
• Advanced degree a plus.
• Knowledge of investment and portfolio management theory, accounting, and financial principles.
• Understanding of investment strategies and instruments, and characteristics of various marketplaces.
• Knowledge of investment terminology, laws, regulations, and trust investments.
• Strong analytical, decision-making, and communication skills.
• Cyber security awareness to protect the digital environment, the Bank, and customers.