Job Information
OLD NATIONAL BANK Investment Advisors Portfolio Mgr in MILWAUKEE, Wisconsin
JOB REQUIREMENTS: 1834 Investment Advisors Portfolio Mgr Job Locations US-WI-Milwaukee Category/Function Trust/Wealth Management Position Type Regular Full-Time Requisition ID 2024-15154 Workplace Type On Site Overview 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... For full info follow application link. EOE/Minorities/Females/Vet/Disability ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/7D239D17C82B440E