Investment Portfolio Manager | South Bend, Indiana

Reference Number: HRJ7245
Location: South Bend, Indiana

Judson Group has been retained by a respected and financially strong $7B Midwest financial institution in the search for an Investment Portfolio Manager. This is an excellent opportunity to immediately jump into an investment-focused role working with a current group of clients.

The ideal candidate has experience managing client relationships. There is no business development requirement. Candidates with research experience focused on equities and/or alternative investments would be a plus.

Responsibilities:

  • Investment research management and trading activities on complex accounts.
  • Serve as investment professional for assigned relationships and regularly meet with clients in conjunction with primary Relationship Manager.
  • Assists in the development of investment policies.
  • Researches investment alternatives within investment policy guidelines.
  • Executes security trades for assets under management.
  • Manages client expectations and ensures client needs are exceeded.

Requirements:

  • 10+ years of investment experience.
  • Bachelor’s degree required; Advanced degree preferred; CFA, CFP, or MBA required.
  • Strong client relationship and business development experience.
  • Knowledge of trading systems (i.e., Moxy, Bloomberg, FactSet) required.
  • Strong presentation and technology skills.

Compensation: Competitive base salary, bonus, and benefits

Location: South Bend, Indiana

Reference Number: HRJ7245

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