Sr Investment Portfolio Manager

United States·Cincinnatisenior

Project & Program ManagementPortfolio Manager

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Quick Summary

Overview

COMPANY OVERVIEW: With over 150 years as a community-focused, this publicly traded bank and its subsidiaries build lasting prosperity through relationships and solutions that empower customers for success in their financial journeys.

Key Responsibilities

Possess a working knowledge of investment management. Prepares and maintains data on current and prospective investments. Maintains a current body of knowledge of economic trends and conditions.

Technical Tools

Project & Program ManagementPortfolio Manager

Nice to Have

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Responsibilities

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Requirements

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Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank’s policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.

Knowledge of f ixed income securities and their inclusion in an investment portfolio.
Proficiency in mathematics, accounting, finance, and economics.
Strong business development tools
Skills in relevant information technology to support portfolio management and business development responsibilities.
Certif ied Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation is preferred.
Ability to maintain confidentiality.
Must be self-motivated.
Ability to handle travel to assigned offices.