Investment Portfolio Officer

Employment Type: Regular Full/Part Time: Full Time Division: Investment Advisors Location: EVERGREEN PARK, EVERGREEN PARK, ILGENERAL FUNCTION:
Acts independently within established investment policy guidelines to develop, recommend, and execute investment programs designed to achieve the objectives of medium to large client accounts. Primary functions include investment management, client service and support of new business efforts. May assist Senior Portfolio Managers with major accounts.DUTIES AND RESPONSIBILITIES:

Develop satisfied clients and new sources of asset management revenue through frequent contact, for mid to large portfolios/relationships.

Consult with clients and advisors to develop investment objectives and implement a suitable investment plan and maintain an Investment Policy Statement for each relationship.

Working with client advisors, participate in the development of new business opportunities by meeting with prospects, preparing and presenting proposals for investment management.

Understand the intentions of the trust or agency agreement and build an investment policy to accomplish those objectives.

Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk.

Regularly engage with other members of the Wealth Management Team and external advisors to ensure effective communication regarding client objectives and coordinate portfolio changes.

Mentor and advise more junior Portfolio Managers.

Maintain awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research.

Keep informed of market trends and analyze the effect of these trends on client's investment portfolios.

Keep current on the legal and tax issues with respect to investment decisions by consulting attorneys, accountants and other resources as needed.

Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions.SUPERVISORY RESPONSIBILITIES:
None
Job RequirementsKNOWLEDGE & SKILLS REQUIRED:
Bachelor's degree in a related field required, and the successful candidate is likely to have an advanced degree, such as an MBA or CFA.
Generally, the incumbent should have 5 or more years experience involving money management.
E.O.E., M/F/D/V