Portfolio Manager

Security Bank & Trust -
Glencoe, MN

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Job Details

Full-time
$100,000 - $150,000 a year

Qualifications

Bachelor's degree

Full Job Description

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 portfolio manager to take ownership of fiduciary trust account portfolios and serve as a strong communicator and team member. You will manage investments across personal trust, estate, IRA, agency, and custody accounts, research markets and securities, and partner with trust administrators to deliver strategic insight and meet each client's objectives. The ideal candidate brings advanced skills in financial analysis, market research, and investment modeling, applied within a fiduciary standard of care.

Responsibilities:

Manage account portfolios to each client's investment policy, objectives, and risk tolerance
Monitor asset allocation relative to policy and goals
Research securities, markets, and economic trends on an ongoing basis
Manage fixed income maturities and reinvestment
Build and review investment performance and activity reports for accuracy
Monitor and implement investment models; execute trades to meet account objectives
Monitor cash needs and deadlines to avoid account overdrafts
Draft investment memos for the investment team
Complete annual investment reviews and monthly investment reports
Coordinate investment communication with trust administrators and their clients, and attend client meetings
Ensure portfolios comply with governing documents, investment guidelines, the Prudent Investor standard, and applicable fiduciary regulations

Education and Experience:

Bachelor's degree required; MBA, CFA, or CTFA preferred
3-5 years of portfolio management experience; trust or fiduciary experience preferred

Qualifications:

Strong written, verbal, analytical, and problem-solving skills, with the ability to work effectively with clients, staff, and management
Outstanding organization and the ability to manage multiple priorities accurately
Ability to translate financial concepts into plain language for clients
Capable of applying economic theory and research to daily portfolio decisions
Sound judgment and composure under deadline pressure
Effective in a team environment and adaptable to change

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Responsibilities:

Education and Experience:

Qualifications:

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