Job description
BASIC FUNCTION
The Investment Professional manages assigned client relationships and directs the investments for related personal trusts, agencies, estates, charitable and IRA accounts. The primary investment objectives is structuring client investment portfolios to meet mutually agreed-upon expectations for asset allocation, risk, and investment performance while adhering to all appropriate controls. The Investment Professional cultivates relationships within the community, including centers of influence and charitable organizations, to promote the Company and develop business. This position is a member of the Company’s Investment Committee and participates in overseeing the Company’s operations as it relates to investments and cash management.
ORGANIZATIONAL RELATIONSHIPS
Supervises:
The Office of the Chief Investment Officer (CIO)
SPECIFIC DUTIES AND RESPONSIBILITIES
"*" denotes an essential function of the job
Manage client relationships in coordination with client service teams, including serving in some instances as the primary relationship manager.
- Initiate and coordinate the primary investing decisions in fulfilling client investment objectives.
- Nurture client relationships through ongoing contact to strengthen the relationship.
- Coordinate efforts with other in-house and out-sourced financial professionals to minimize risk and maximize returns on investments.
- Coordinate client financial objectives and outline investment parameters and benchmarks.
- Initiate, purchase, and sell securities and other investment vehicles in line with investment strategy for each client; provide the Operations Department with information necessary to update or set up accounts in the system.
- Monitor account activity in conjunction with the Operations Department to ensure all investments are appropriately executed and posted.
- Monitor cash balances to ensure proper coverage of expenditures, while maximizing investment opportunities.
- Maintain ongoing awareness of market trends, investment strategies, investment opportunities and other factors relevant to the performance of investments.
- Create and build client relationships while sponsoring interaction with centers of influence to obtain new business; attend community functions and assist charitable organizations, at board level when feasible, to promote the Company.
- Participate in Investment Committee (TIC) meetings, financial meetings, and Strategic Planning Committee meetings.
- Attend professional development initiatives as appropriate.
- Attend Company and industry-related meetings, as required.
- Perform other duties, including special projects, as assigned by executive leadership.
STANDARDS OF PERFORMANCE
- Client satisfaction and retention.
- Client financial targets met or exceeded.
- Development of new business.
- Accurate investment and cash management information provided in a timely manner to Operations to ensure updated and accurate account information.
- Participation in and contribution to management initiatives.
- Maintenance of Company and client information in a confidential manner.
learninglandscape.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, learninglandscape.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, learninglandscape.com is the ideal place to find your next job.