PORTFOLIO MANAGER, TRUST & ASSET MANAGEMENT

Old National Bank

Evansville, IN 47734

Posted 1 month ago

Job Description

Old National Bank is honored to be named one of the World's Most Ethical Companies for the 11th consecutive year!


Old National Bank was established in 1834. Today, we are the largest financial services holding company with dual headquarters in Chicago and Evansville, IN. We provide an array of services to our clients which include Community Banking, Investments, and Wealth Management. At Old National, we believe that by helping our associates balance work life with home life, we create a more productive workforce and a stronger company.


The Portfolio Manager is responsible for overseeing the investments within accounts and regularly interacts with clients in addition to our team of investment professionals. The Portfolio Manager may provide technical input on strategies consisting of stocks, bonds, and mutual funds/ETFs. This individual will also periodically participate in new business presentations.


Essential Duties:


+ Master investment software packages (Morningstar, Charles River Development, FIS TrustDesk) to integrate/execute ONWM strategies in client portfolios.


+ Provide day to day oversight of assigned Wealth Management client accounts and recommend/implement changes to asset allocation and security holdings based on established policies.


+ Maintain an in-depth knowledge of current economic and financial market conditions.


+ Conduct research and contribute investment ideas to internal research teams.


+ Prepare and present detailed investment information to clients.


+ Participate with Wealth Advisors in the business development process.


+ Provide investment related information and assistance as necessary.


+ Perform project work as assigned.


+ Fulfill all compliance requirements.


+ Participate in delivering the Wealth Management Client Experience.


Qualifications:


+ Bachelor’s Degree in Finance, Economics, Mathmatics or relevant field.


+ 3 - 5 years of portfolio management experience and/or investment research experience.


+ Ability to obtain relevant licenses and/or certifications.


+ Knowledge of Fiduciary Asset Management.


+ Must have strong organizational and presentation skills.


+ Must possess strong written and verbal communication abilities.


+ Proficient in Microsoft Office applications.


+ Must have in depth knowledge of markets/investments and the ability to discuss concepts and strategies with clients.


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 Talent Acquisition Director, VP, to fill a specific position


External Job Title: PORTFOLIO MANAGER, TRUST & ASSET MANAGEMENT


Requisition ID: 2022-10951


Street: 123 Main St.



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