Investment Portfolio Manager

First Business Bank N.A - Madison, WI

Full-time - Mid Level

Madison, WI

About the position

The Investment Portfolio Manager at First Business Bank is responsible for managing and expanding the bank's investment portfolio while enhancing client relationships and retention. This role involves mastering investment management software, articulating the bank's investment process to clients, and ensuring alignment with client objectives and risk tolerance. The position requires a proactive approach to business development and client engagement, with a focus on delivering exceptional client satisfaction.

Responsibilities

• Study, learn and master investment management software, including both external and internal proprietary systems.
• Articulate FBB's investment process to clients and prospects.
• Translate client objectives and risk tolerance into appropriate strategy and verify alignment.
• Perform and document formal annual client investment reviews.
• Bring new investment ideas to proper FBB forums.
• Manage client portfolio rebalancing process.
• Articulate historical and forward-looking market and strategy outlook to clients.
• Respond to client inquiries within half a day.
• Manage portfolio transition for new clients or meaningful client flows.
• Work with the team to complete RFPs and marketing/sales decks.
• Ensure directed positions are properly documented.
• Review clients' legacy retained assets and assess their disposal.
• Understand and communicate income and tax-related investment considerations.

Requirements

• A 4-year College degree in finance, financial planning, banking, investments, economics, accounting, business administration, engineering, computer science or similar.
• A minimum of 2 years of work experience post college in a portfolio management capacity.
• Desire to be client facing and engage with clients directly.
• Willingness to achieve a CFA, CIMA, CAIA or CFP designation in a timely manner.
• Proficiency in mathematics, including statistical analysis.

Nice-to-haves

• NASD Series 6 or 7, Series 65, and State Insurance Licenses are not required but are beneficial.
• Strong communication skills and ability to optimize work processes.
• Demonstrated ability to drive results and make quality decisions.
• Exhibits tech-savvy and a hunger to learn about financial instruments and products.

Benefits

• Comprehensive total rewards to support team members.
• Commitment to valuing diversity and improving communities.