11 days old

INVESTMENT OFFICER III

Old National Bank
St Louis Park, MN 55416
  • Job Code
    2021-7681
Overview

Old National Bank is honored to be named one of the World's Most Ethical Companies for the 10th consecutive year!

Old National Bank was established in 1834. Today, we are the largest financial services holding company headquartered in Indiana. We provide an array of services to our clients which include Community Banking, Investments, and Wealth Management. At Old National, we believe that by helping our associates balance work life with home life, we create a more productive workforce and a stronger company.

We are currently seeking an Investment Officer that will partner with other Wealth employees to develop and retain high net worth clients. You will serve as the portfolio manager to create client specific investment policy objectives and asset allocation goals. Facilitate the investment and maintenance of Old National Trust & Asset Management strategies within client portfolios.

Key Accountabilities

Management of investment portfolios:

  • Provide ongoing oversight of assigned Old National Trust & Asset Management accounts. Recommend and implement changes to the holdings and asset allocation to maintain compliance with strategies and policies.
  • Transition non-compliant portfolios to approved strategies.
  • Manage account liquidity to provide for ongoing cash demands and distributions.
  • Perform annual Reg. 9 Investment Reviews for assigned accounts and ensure full compliance with regulations.

Relationship management and development:
  • Partners with Wealth associates in client presentations, review of portfolio structure and investment performance reporting.
  • Serves as the relationship expert in the areas of the ONTAM's investment capabilities, economics, and market environment.
  • Prepares and presents detailed investment information to clients.
  • Assists ONTAM's associates with business development efforts.

Team participation:
  • May provide leadership through interaction and mentoring of other investment associates.
  • Participate in weekly Portfolio Manager meetings.
  • Work individually or with a team on assigned projects.
  • Communicating with Impact - Special projects and presentations as assigned.

Qualifications and Education Requirements
  • Bachelor's degree - Business, finance, economics. or relevant degree.
  • CFA or other advanced certification desired for more senior levels.
  • Years of experience commensurate with position level. (Level I, 0-3; Level II, 3-7; Level III, 5-10+)
  • Ability to multitask, work with little supervision, and effective time management.
  • Strong presentation and organizational skills.

Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.

As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.

We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Talent Acquisition Director, VP, to fill a specific position.





Posted: 2021-09-11 Expires: 2021-10-10
Sponsored by:
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Sponsored by:
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INVESTMENT OFFICER III

Old National Bank
St Louis Park, MN 55416

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