at Byline Bank in Evanston, Illinois, United States
Job Description
Objective of Position:ThePortfolio Manager& Investment Strategist is responsible for performing a broad range of portfolio-management and investment strategy functions aimed at delivering high-quality, pro-active client service and investment execution for numerous client relationships. The functions include developing, implementing, and monitoring a proprietary investment strategy. The individual should have experience as a trusted professional serving the needs of high net-worth individuals, families, and not-for-profit companies. The ideal candidate will have extensive investment expertise and will be able to operate in an entrepreneurial environment while maintaining a sales and client-centered focus.
Duties and Responsibilities:
- Develop and maintain deep knowledge of all suitable investment products and systems used in portfolio construction.
- Meet with clients proactively to review asset allocation, product fulfillment and portfolio performance to provide tailored recommendations considering the client’s unique situation, objectives and preferences.
- Develop customized investment portfolios for high-net-worth individuals and not-for-profit companies designed to attain each client’s specific financial planning objectives.
- Develop a proprietary investment strategy that can be implemented across client portfolios and collaborate with marketing team members to create a pitchbook to market the strategy.
- Take an active role in marketing by collaborating with wealth advisors, trust officers, COIs and other lines of business to develop and close new business opportunities by preparing and delivering presentations to prospective clients that include financial planning summaries, analysis of current investments, investment proposals and market outlooks.
- Monitor capital markets, economic events, and the investment environment to inform clients of ongoing trends.
- Develops a thorough understanding of Byline’s Wealth Management philosophy, platform, asset-allocation strategy, and investment fulfillment vehicles. Develops an ability to articulate and present market developments effectively.
- Reviews all compliance-related functions and follow-up procedures.
- All other duties as assigned.
Qualifications:
- A foundational understanding of financial markets and market trends, and passion for investments and investing. Knowledge of investment products, services, and terminology, usually obtained through prior experience or academic studies, are imperative.
- Excellent oral and written presentation skills
- Strong analytical, organizational, and problem-solving skills
- Bachelor's degree or equivalent in business, finance, economics or related field, required.
- 5+ year of investment-focused experience or client-service experience in the financial-services industry.
- Proficiency in MS Office suite of product, with advanced fluency in Excel and PowerPoint
- Excellent time management skills and ability to plan and set priorities. This role is critical to our clients’ service experience understands the importance of accuracy and timeliness in daily workflows
- CFA®, CFP®, Certificate in ESG Investing or similar professional designation, or pursuing an advanced degree (M.B.A.), preferred
PHYSICAL DEMANDS/WORK ENVIRONMENT:
Usual office environment with frequent sitting, walking, and standing, and occasional climbing, stooping, kneeling, crouching, crawling, and balancing. Frequent use of eye, hand, and finger coordination enabling the use of office equipment. Oral and auditory capacity enabling interpersonal communication as well as communication through automated devices.
