Location
North Liberty, IA | United States
Job description
SCHEDULE: Full-time; Typical Hours are Monday through Friday (8:00 am - 5:00 pm)
LOCATION: 590 W Forevergreen Rd, North Liberty, IA 52317
BENEFITS: Our employees are our most valuable assets, so we invest in them with a comprehensive and competitive benefits package. Our philosophy of taking care of the customer extends to taking care of our employees so that they, in turn, can take good care of themselves and their families. Join Hills Bank and let us surprise you with even more perks!
SCOPE:
This position will be responsible for providing research and technical support to the department and consistently apply the Department's investment strategy across all accounts.
ACCOUNTABILITIES:
Investment Strategies and Support: (100%)
- Work with all officers in the department to invest client accounts in wealth management model portfolios.
- Maintain investment direction in all accounts under administration, including monitoring of investment objectives, asset allocations, and keeping cash invested as appropriate.
- Attend client meetings as requested by other officers to provide for portfolio reviews for clients.
- Help in creation of presentations for use in client and sales meetings.
- Complete statistical and comparative analysis in investment activities on a constant basis.
- Read, analyze and synthesize trade, periodical and resource material.
- Make stock, bond, and mutual fund selections to grow customers' wealth and meet the Department's goals and objectives.
- Appropriate review of all accounts regarding asset holdings and portfolio management.
- Solicit bids in a fiduciary manner when buying or selling fixed income investments for customers.
- Buy or sell stocks in a fiduciary manner.
- Provide documentation for customer files, and as needed, including but not necessarily limited to, documented review of pertinent information concerning portfolio management and individual asset characteristics.
- Maintain educational and professional expertise through attendance at job related seminars, conferences, and workshops.
- Assist in assembly of data for Investment Committee.
- Participate in Investment Committee meetings.
- Review, revise and maintain preferred qualified retirement plan investment lineups for participant directed plans.
EDUCATION AND SPECIAL REQUIREMENTS:
- BA or BS degree required.
- Previous experience within investment management preferred.
EQUAL OPPORTUNITY EMPLOYER
Job Posted by ApplicantPro
Job tags
Salary
