Busey · 15 hours ago
Investment Portfolio Manager III
Phoenix, AZ
Full-time
Onsite
Senior Level
$160K/yr - $205K/yr
7+ years expBusey is a financial services company seeking an Investment Portfolio Manager III to manage client investment strategies. The role involves developing investment strategies, monitoring portfolios, and maintaining client communication regarding market developments and investment performance.
BankingFinanceFinancial ServicesWealth Management
Responsibilities
Customer Service - Adheres to The Busey Promise service standards and executed through Busey’s vision of Service Excellence in order to anticipate and exceed the needs of our customers, both internal and external
People Management - Clarifies communicates performance expectations; provides ongoing behavioral feedback and guidance on job performance; provides opportunities and gives recognition; listens and keeps others informed; creates an enjoyable, supportive work environment; confronts problems, exercises discipline and resolves conflict fairly and constructively; models integrity and builds trust; delegates responsibility as appropriate; and effectively makes decisions and sets goals
Team Management – Assuming a leadership role in helping others achieve excellent results
Business Acumen – Using an understanding of business issues, processes, and outcomes to enhance business performance
Results Driven – Monitors performance and maintains a sense of urgency to drive results
Fostering Innovation – Developing, sponsoring, or supporting the introduction of new and improved methods, products, procedures, or technologies
Functional Knowledge and Technical Skills - Skilled in job-specific knowledge that is necessary to provide the appropriate quantity and quality of work in a timely and efficient manner
Accountability - Work behaviors demonstrate responsible personal and professional conduct, which contributes to the overall goals and objectives of Busey
Interpersonal Relations (Teamwork) - Interacts effectively with others to establish and maintain smooth working relations
Forward Thinking – Anticipating the implications and consequences of situations and taking appropriate action to be prepared for possible contingencies
Attention to Detail – Working in a conscientious, consistent, and thorough manner
Written Communication – Communicating ideas and information in writing to ensure that information and messages are understood and have the desired impact
Oral Communication – Communicating ideas and information verbally to ensure that information and messages are understood and have the desired impact
Qualification
Required
Bachelor's degree in Accounting, Finance or related field; CFA or CFP required
7+ years of investment management experience
Proven track record of strong, risk-adjusted investment performance and evidence of delivering research and/or investment ideas that contribute to superior, risk adjusted results
Proven decision making, sales and negotiating skills
Well-developed problem solving and decision making
Clear communication skills, particularly in explaining financial principles and concepts
Strong attention to detail
Portfolio management and trading software
Investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces
Investment terminology, the laws and regulations governing trust investments and taxation, as well as the bank's investment policies, procedures and strategies
Assist in client prospecting efforts by coordinating competitive analysis, communicating investment story and making points of differentiation/value
Attend client meetings to communicate market developments, investment strategy and investment performance
Attend and participate in local region's client events & activities
Benefits
401(k) match
Profit sharing
Employee stock purchase plan
Paid time off
Medical
Dental
Vision
Company-paid life insurance
Long-term disability
Supplemental voluntary life insurance
Short-term and long-term disability
Wellness incentives
Employee assistance program
Pre-tax health savings accounts
Flexible spending accounts
Company
Busey
Busey is a financial company that offers wealth management, banking, brokerage, and mortgage services.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$200M2025-05-14Post Ipo Equity· $200M
2001-06-14IPO
Leadership Team
Christopher Chan
Chief Financial Officer
Recent News
First Busey Corporation
2025-10-29
2025-09-29
2025-09-05
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