Job details

Investment Portfolio Manager

Join us today as an Investment Portfolio Manager!

First Business Bank is a Top Workplaces USA company, learn more here.

At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority — they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other’s differences, and a focus on improving our communities, we are confident you’ll find the experience is your advantage. We’re delighted you’re considering joining us!

Location: Based out of our Madison, WI office, this role requires four days per week onsite.

OVERVIEW

The Investment Portfolio Manager will deepen their understanding of First Business Bank’s investment portfolio while expanding capabilities and strengthening confidence in business development. This individual will support client retention efforts by meeting and presenting to clients and having ownership over an assigned portfolio. This individual will be a trusted contact for many of the company’s relationships. Over time, increased business development responsibilities will be expected to work towards independence in expanding the portfolio.

Essential responsibilities for this role include:

Study, learn and master investment management software, including both external and internal proprietary systems
Articulate FBB’s investment process to client (and prospects)
Translate client objectives and risk tolerance into appropriate strategy and verify alignment
Perform and document formal annual client investment review
Bring new investment ideas to proper FBB forums
Manage client portfolio rebalancing process
Articulate historical and forward-looking market and strategy outlook to clients
Respond to client inquiries within half a day
Manage portfolio transition for new clients or meaningful client flows
Work with the team to complete RFPs and marketing/sales decks
Make sure directed positions are properly documented
Review clients’ legacy retained assets and whether they can be disposed.
Understand and communicate income and tax-related investment considerations

QUALIFICATIONS:

A 4-year College degree is required preferably in a finance, financial planning, banking, investments, economics, accounting, business administration, engineering disciplines, computer science or similar.
A minimum of 2 years of work experience post college is required with a hunger to work in a fast-paced environment in a portfolio management capacity.
A desire to be client facing
A willingness to achieve a CFA, CIMA, CAIA or CFP designation on a timely basis is required.
NASD Series 6 or 7, Series 65, and State Insurance Licenses are not required.
Communicates Effectively, Optimizes Work Processes, Drives Results, Makes Quality Decisions, Demonstrates an Ability to be a Nimble Learner, and Exhibits Tech Savvy.
A hunger to learn and develop knowledge on the purposes of various financial instruments and products.
A desire to learn how to assess the risks and rewards inherent in a wide-ranging variety of financial instruments and to share that information with the Trust Investment Committee and clients/prospects.
Proficiency in mathematics, including statistical analysis is important.

By First Business Bank

Founded in 1990, First Business Financial Services is a bank holding company, focused on the needs of businesses, business executives and high net worth individuals. First Business offers commercial banking, specialty finance and private wealth ma...

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FUNDING

Private

DEPARTMENTS

Finance

SENIORITY LEVEL REQUIREMENT

Mid-Level

TEAM SIZE

501-1000

LOCATION