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9311 Portfolio Manager Job

Location: Indiana  
Lower Midwest (IL, IN, IA, KS, KY, MO, NE & OH)
Salary Range: 85,000 - 95,000
Total Compensation: 105,000 - 120,000
Job Description: Our client seeks someone to be a part of their trust investment team. This is a traditional trust investment shop with investment management done at the local level. There is no 800# for clients to call in this organization. It is a very entrepreneurial atmosphere. The portfolio team is free to make decisions at the local level. The portfolio managers have the freedom to do their job without someone at home office holding them in check. As a member of the team, the portfolio manager has input into modeling and stock selection. This is a very Professional, stable organization with long tenure. The trust officers consist of JD's, CPA's, and CFP’s. They have people that have been there as long 35 years and a few who have chosen to work past retirement age. As the hiring manager jokingly says, “Once someone comes to work here, we can’t get them to leave.”
Education and Certifications/Licenses: University - Bachelor's Degree/3-4 Year Degree, Certified/Chartered Financial Analyst, None
Mandatory Minimum Qualifications: Minimum of ten years experience managing investment portfolios. Must have experience working with high net worth customer. Must have experience analyzing stocks. CFA designation is required. Experience working in a trust department or trust company
Preferred Qualifications:
Benefits: Standard
Overnight Travel: None Listed
Relocation Assistance: Y
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