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Security Bank & Trust Co. is passionate about helping our clients succeed and making a difference in our communities. And that starts with our employees.

We offer employment opportunities with an exceptional compensation and benefits package including profit sharing, medical, dental, 401k options, personal time off, an environment that promotes professional development, and more.

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Senior Portfolio Manager - Glencoe, MN

Job Location: Glencoe

Position type: Full-time

Yearly Salary: $100K - $150K, based on experience/knowledge

Security Bank & Trust Co. is seeking a detail-oriented, analytical professional with 5+ years of work experience as a portfolio manager who is ready to take ownership of various types of trust accounts and be an excellent communicator and team player to a dynamic team. You will play a pivotal role in researching markets and analyzing fund opportunities. The ideal candidate will have advanced knowledge in financial analysis, market research, and investment modeling for real-world decisions, while collaborating closely with team members to deliver strategic insights and achieve portfolio objectives for our clients.

Responsibilities:

Monitor asset allocation relative to policy and goals
Conduct ongoing research regarding securities and market & economic trends
Manage fixed income maturities and reinvestment
Create reports on investment-related performance and activity and review for accuracy
Monitor and implement investment models
Complete trades to meet account objectives
Monitor cash needs and meet deadlines to avoid account overdrafts
Coordinate investment communication with administrators and their clients
Attend client meetings
Communicate with certain clients about their accounts, market conditions & economic trends
Drafting of Investment memos for presentation to the rest of the investment team
Responsible for annual investment reviews and monthly investment reports
Ensure portfolios comply with investment guidelines and regulatory requirements

Education and Experience:

Education: BA or BS required, MA or CFA: Preferred, but not required
Experience: Minimum of 3-5 years of experience in portfolio management

Qualifications:

Work in a team environment
Strong written, verbal, analytical skills and problem-solving skills, including ability to interact effectively with clients, employees and management
Outstanding organizational skills
The ability to plan and execute multiple projects with accuracy
Accept and respond to changes in the work environment
Ability to translate financial language into layman's terms for explanatory purposes
Capable of applying economic theory and research to daily management activity
Ability to remain calm and think analytically during stressful situations