Associate Investment Portfolio Manager

Lake Ridge Bank is seeking a dynamic and dedicated professional to join our team as an Associate Investment Portfolio Manager! In this role, you will provide assistance and support to the portfolio management function of the Wealth Management Department, prepare compliance investment account reviews, and manage a book of business primarily to include self-directed accounts. You will work closely with other members of the Wealth Management team to provide exceptional service to our valued clients.

ESSENTIAL RESPONSIBILITIES:

• Prepare compliance investment account reviews
• Support portfolio management function by working closely with portfolio managers
• Support portfolio managers via collection and preparation of investment research materials for Senior Portfolio Manager
• Support Senior Portfolio Manager by researching investment and economic ideas as directed
• Support financial planning process as needed
• Support other trust officers via preparation of investment review materials and participating in client or prospect meetings as needed
• Participate in business development activities by providing supporting investment information for trust officers
• Assist with managing client investment portfolios consistent with departmental and individual account guidelines
• Manage a book of business primarily to include self-directed accounts
• Prepare materials and reports for the Trust and Investment Committee and Board of Directors
• Participate in Trust and Investment Committee meetings as needed
• Prepare proposals, presentations and other materials requested by portfolio managers and trust officers
• Other duties as assigned

Adhere to all Bank Security/Compliance Regulations:

• Complete all annual bank security and compliance training
• Adhere to Bank Security guidelines for wealth management division
• Maintain confidentiality of customer information at all times
• Stay current on all compliance regulations

• Bachelor's Degree in Finance, Economics and/or similar field of education and a minimum of 3 years of similar work experience
• Exceptional interpersonal and communication skills (verbal & written) to be able to interact and communicate with a diverse group of clients.
• Excellent organizational and time management skills
• Good accounting/math skills with the ability to work precisely with numbers and financial calculations
• Strong attention to detail with the ability to work efficiently & accurately
• Demonstrated ability in exercising independent judgment
• Strong organizational skills, including the ability to prioritize and remain calm while working in a fast paced/deadline driven environment
• Good working knowledge of Microsoft Office Suite, proficient typing/keyboarding skills and the ability and willingness to learn new programs and software
• Ability to meet deadlines in a face-paced production environment
• Ability to maintain confidential customer information
• Ability to read, write, understand and speak English clearly
• Ability to represent the organization in a professional, positive manner

Lake Ridge Bank values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer.

Consistent with Lake Ridge Bank's commitment to employ and advance qualified individuals with disabilities, Lake Ridge Bank provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at Lake Ridge Bank, please contact Human Resources at (608) 849-2700 or email us.