Old National Bank
1834 Investment Advisors Portfolio Mgr
Old National Bank, Chicago, Illinois, United States, 60290
1834 Investment Advisors Portfolio MgrJob Locations:
US-WI-Milwaukee | US-MN-St Louis Park | US-IL-Chicago | US-WI-MadisonCategory/Function:
Trust/Wealth ManagementPosition Type:
Regular Full-TimeRequisition ID:
2024-15154Workplace Type:
On SiteOverview
Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.Our team members are our greatest asset, and we continually invest in their growth and development. We offer a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization.We are currently seeking a Portfolio Manager that will partner with other Wealth employees to develop and retain high net worth clients. Serves as the portfolio manager to create client specific investment policy objectives and asset allocation goals. Facilitates the investment and maintenance of Old National Trust & Asset Management strategies within client portfolios.Key Accountabilities
Management of investment portfolios:Provide ongoing oversight of assigned Old National Trust & Asset Management accounts. Recommend and implement changes to the holdings and asset allocation to maintain compliance with strategies and policies.Transition non-compliant portfolios to approved strategies.Manage account liquidity to provide for ongoing cash demands and distributions.Perform annual Reg. 9 Investment Reviews for assigned accounts and ensure full compliance with regulations.Relationship management and development:Partners with Wealth associates in client presentations, review of portfolio structure and investment performance reporting.Serves as the relationship expert Trust and Asset Management's investment capabilities, economics, and market environment.Prepares and presents detailed investment information to clients.Assists Trust and Asset Management associates with business development efforts.Team participation:May provide leadership through interaction and mentoring of other investment associates.Participate in weekly Portfolio Manager meetings.Work individually or with a team on assigned projects.Key Competencies for Position
Technical Knowledge:
Demonstrate mastery of the software utilized by ONTAM's investment department. (IE: FIS, Charles River, Morningstar, First Rate, and Microsoft Office.)Critical Thinking and Decision Making:
Maintain an in-depth knowledge of current economic and financial market conditions.Influencing Others:
Maintain in-depth knowledge of ONTAM Strategies and the ability to present and explain the use of appropriate strategy to clients and team members.Communicating with Impact:
Special projects and presentations as assigned.Qualifications and Education Requirements
Bachelor's degree - Business, finance, economics, or relevant degree.CFA or other advanced certification desired for more senior levels.Years of experience commensurate with position level. (Level I, 0-3; Level II, 3-7; Level III, 5-10+)Ability to multitask, work with little supervision, and effective time management.Strong presentation and organizational skills.Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, to fill a specific position.Our culture is firmly rooted in our core values:We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.We are Old National Bank. Join our team!
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US-WI-Milwaukee | US-MN-St Louis Park | US-IL-Chicago | US-WI-MadisonCategory/Function:
Trust/Wealth ManagementPosition Type:
Regular Full-TimeRequisition ID:
2024-15154Workplace Type:
On SiteOverview
Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.Our team members are our greatest asset, and we continually invest in their growth and development. We offer a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization.We are currently seeking a Portfolio Manager that will partner with other Wealth employees to develop and retain high net worth clients. Serves as the portfolio manager to create client specific investment policy objectives and asset allocation goals. Facilitates the investment and maintenance of Old National Trust & Asset Management strategies within client portfolios.Key Accountabilities
Management of investment portfolios:Provide ongoing oversight of assigned Old National Trust & Asset Management accounts. Recommend and implement changes to the holdings and asset allocation to maintain compliance with strategies and policies.Transition non-compliant portfolios to approved strategies.Manage account liquidity to provide for ongoing cash demands and distributions.Perform annual Reg. 9 Investment Reviews for assigned accounts and ensure full compliance with regulations.Relationship management and development:Partners with Wealth associates in client presentations, review of portfolio structure and investment performance reporting.Serves as the relationship expert Trust and Asset Management's investment capabilities, economics, and market environment.Prepares and presents detailed investment information to clients.Assists Trust and Asset Management associates with business development efforts.Team participation:May provide leadership through interaction and mentoring of other investment associates.Participate in weekly Portfolio Manager meetings.Work individually or with a team on assigned projects.Key Competencies for Position
Technical Knowledge:
Demonstrate mastery of the software utilized by ONTAM's investment department. (IE: FIS, Charles River, Morningstar, First Rate, and Microsoft Office.)Critical Thinking and Decision Making:
Maintain an in-depth knowledge of current economic and financial market conditions.Influencing Others:
Maintain in-depth knowledge of ONTAM Strategies and the ability to present and explain the use of appropriate strategy to clients and team members.Communicating with Impact:
Special projects and presentations as assigned.Qualifications and Education Requirements
Bachelor's degree - Business, finance, economics, or relevant degree.CFA or other advanced certification desired for more senior levels.Years of experience commensurate with position level. (Level I, 0-3; Level II, 3-7; Level III, 5-10+)Ability to multitask, work with little supervision, and effective time management.Strong presentation and organizational skills.Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, to fill a specific position.Our culture is firmly rooted in our core values:We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.We are Old National Bank. Join our team!
#J-18808-Ljbffr