Investment Portfolio Manager

Position Summary

The Investment Portfolio Manager implements portfolio monitoring duties associated with the maintenance of client portfolios ensuring that the portfolios are operating within the established parameters. This includes but is not limited to daily, monthly, and quarterly evaluation of portfolios, monitor distributions/contributions, guideline compliance, cash levels, and ensuring the Investment Objective ratios are within established ranges.

Duties & Responsibilities

Primary Responsibilities:

• Daily, monthly, and quarterly monitoring of clients’ portfolios.

• Ensure the Investment Statement has been completed and signed by client.

• Ensure the Investment Objective of each portfolio is functioning within established parameters.

• Manage monthly distributions/contributions for each portfolio.

• Initiate rebalancing as appropriate to facilitate portfolio management are operating within established parameters and risk tolerances.

• Oversee performance reporting software which reflects independent investment returns for those

• clients utilizing the service.

• Evaluate current and prospective portfolios for clients needing a more in-depth review.

• Review the portfolio construction of individual accounts to ensure appropriate asset allocation as well as compliance with current policies and guidelines.

• Work with client advisors and current and prospective clients to develop comprehensive financial plans specific to the unique needs of our clients.

• Work closely with new business efforts to develop relationships.

• Other duties as assigned.

• Supervise, train, direct, develop, and evaluate support staff through ongoing communication and team building.

Education & Experience

Knowledge of:

• Strong oral and written communication skills

• Advanced investment concepts, practices, and procedures used in the securities industry

• Sound understanding of the financial markets system

• Good working knowledge of portfolio management concepts, accounting, data processing

• systems, procedures, and controls

Ability to:

• Take initiative to overcome significant problems

• Analyze and solve problems from a choice of standard procedures

• Perform duties under frequent time pressures and constant interruptions

• Maintain mental concentration and visual attention for variable lengths of time

• Multi-task and work in a fast-paced, team-oriented environment

• Education and Training: Requires Bachelor’s degree in Finance or Accounting.

• Requires 5 or more years of professional work experience.

• Pursuant of CFA Charter or like designation.

• Requires knowledge of Microsoft Office.

Benefits and Compensation

Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

(Base Pay Range: $79,000.00 - $108,000 Salary)

Busey (FirsTech) provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s (FirsTech’s) Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey (FirsTech) Total Rewards for more information.

Equal Opportunity

Busey (FirsTech) values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s (FirsTech’s) commitment of delivering service excellence. Busey (FirsTech) is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s (FirsTech’s) Equal Opportunity Employment.

Unsolicited Resumes

Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (“Agency”), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (“Agreement”). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.