Overview:
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities:
We are currently seeking a Portfolio Manager that will collaborate with other disciplines within Wealth Management to develop and retain high net worth client relationships through the delivery of an exceptional and cohesive client experience. The Portfolio Manager manages investment activities for fee revenue producing accounts. They provide investment expertise and oversight on accounts that require decision making and implementation. Portfolio Manager takes into consideration the sensitivity due to the nature of the relationship, size/type of assets managed, fiduciary requirements, comprehension of tax considerations, multi-generational structures, and coordination with outside attorneys, trustees and consultants.

DEVELOPS AND MAINTAINS CURRENT INDUSTRY KNOWLEDGE AND EXPERTISE

• Engages in thought leadership publications, educational opportunities, and practice hosted symposiums and events.
• Accountable for personal execution of initiatives, new capability rollouts, and required training.
• Consistently demonstrates expertise with new investment strategies, tools and capabilities, and portfolio research and investment methodologies.
• Provides feedback on areas for improvement to leadership on national initiatives, changes, and expectations.
• Stays current with current general economic data, equity and credit markets, specific company coverage, active and passive mutual funds/exchange traded funds and tactical asset allocations investment decisions.

QUALIFICATIONS

• Bachelor’s degree – Business, finance, economics or relevant degree.
• Minimum 5 years of investment experience, which may include research, in which consistent long term investment performance has met objectives.
• May lead functional teams or projects with moderate resource requirements, risk, and/or complexity.
• Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, is required to manage portfolios.
• Decision making, sales, and negotiating skills are required to contribute to the market’s revenue generation and guide sensitive or difficult situations through agreement.
• Requires specialized depth and/or breadth of expertise in own job discipline or field.
• Interprets internal/external business challenges and recommends best practices to improve products, processes, or services.
• Communicates difficult concepts and negotiates with others to adopt a different point of view.
• CFA or other advanced designation such as CPA or CFP
• Graduate degree such as MBA or JD preferred
• Technical experience in investment software (IE: FIS, Charles River, Morningstar, Factset, First Rate, Salesforce and Microsoft Office.)
• 5+ years of investment decision making and financial consulting experience working with high-net-worth clients.

Please refer the Job description for details