Portfolio Manager and Director of Investments

  • FNBC Bank and Trust
  • Illinois
  • time-alarm-solid 02-22-2024

Job Description

We are looking for a Portfolio Manager and Director of Investments to join FNBC Bank and Trust, a leading locally owned bank and wealth management company in the Chicago metropolitan area. As part of our Wealth Management team, you will oversee the investment area and work collaboratively to ensure our clients' financial objectives are met.

Responsibilities

  • Monitor market conditions, developments, and portfolio oversight.
  • Contribute to the growth of the Wealth Management division and client base.
  • Participate in client meetings to communicate investment strategies.
  • Act as portfolio manager for assigned client relationships.
  • Chair investment committees and assist with new client transitions.

Qualifications

  • Bachelor's degree or equivalent education/experience.
  • CFA preferred.
  • Eight years of relevant work experience in trust investments.
  • Management experience is a plus.

Benefits

  • Competitive compensation.
  • Health and welfare benefits.
  • Retirement plan with 401k options and company match.
  • Generous paid time off policies.
  • Collaborative work environment.