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Northwest Bank · 2 days ago

Senior Portfolio Manager

Muncie, IN

Full-time

Onsite

Senior Level, Lead/Staff

8+ years exp

Northwest Bank is seeking a Senior Portfolio Manager (Trust) responsible for managing client investment portfolios and making daily investment decisions. The role involves meeting with clients, analyzing investment performance, and developing investment strategies while ensuring compliance with policies and regulations.

BankingFinancial Services

H1B Sponsor Likely

Responsibilities

Meet with clients to discuss investment strategy

Recommend portfolio changes and review investment performance

Identify and analyze rates of return and risks associated with the various components of the investments and other potential investments

Monitor the financial condition of the securities which are held in investment portfolios

Keep informed of market trends and analyzing the effect of these trends on the investment portfolios

Maintain relationships with traders as well as with other members of the investment community to execute investment decisions in a timely manner

Serve as a member on Trust Investment Committee

Manage bond and equity investments for individual trust and advisory clients

Maximize investment returns commensurate with acceptable level of risk

Keep informed on security markets

Research to arrive at prudent / timely investment decisions

Initiate action for purchase and sale of securities

Develop client investment objectives with input from administrators and clients

Provide investment advice and guidance

Keep informed of legal and tax consequences of decisions / strategies

Develop investment strategy communication for clients and prospects

Initiate and author client correspondence

Communicate investment related information as appropriate

Ensure compliance with Trust policies and procedures

Schedule and conduct client meetings on periodic basis

Conduct regular investment reviews as required

Review financial/investment markets daily

Coordinate customer documentation and agreements

Ensure total document and data integrity

Manage personal workload/work flow

Assist with setting personal goals and targets

Cultivate potential referrals from existing accounts

Analyze accurate customer needs

Recommend investment / trust alternatives

Perform presentations / meetings with prospects

Finalize new agreements with customers

Coordinate and prepare information for RFP requests

Cross selling other Northwest products and services

Recommend improvements to procedures

Maximize technology tools available

Assure accurate information passed to Trust Operations

Oversee system coding on individual accounts

Minimize departmental nonpayroll costs

Adhere to stated Trust department fee schedules

Minimize non standard fee schedules

Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations

Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency

Work as part of a team

Work with on-site equipment

Abide by the rules of the safety and loss prevention program

Perform work tasks in a safe manner

Report any and all injuries to supervisor

Know what to do in case of an emergency

Qualification

Investment managementFinancial analysisClient relationship managementCFA certificationEconomics knowledgeMarket analysisTracking systemsAnalytical judgmentCFP certificationCIMA certificationTeam collaborationEffective communicationActive listeningDecision makingProblem solvingTime management

Required

Bachelor's Degree business / finance / related

8 - 12 years investment experience within a trust department, RIA

Ability to establish effective working relationships among team members and participate in solving problems and making decisions

Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written

Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information

Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information

Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas

Ability to analyze financial data

Knowledge of economics and markets

Client relationship management skills

CFA, CFP, CIMA

Company

Northwest Bank

Northwest Bank is a financial firm that offers banking, lending, payments, and wealth management solutions.

Founded in 1896

Warren, Pennsylvania, USA

1001-5000 employees

https://www.northwest.bank

H1B Sponsorship

Northwest Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (4)

2024 (7)

2023 (3)

2022 (1)

2021 (5)

2020 (3)