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