The Back Portfolio Manager role involves participating in
portfolio construction and ongoing management, staying informed of
economic and financial market trends, and analyzing their impact on
investment strategies.
Key responsibilities include preparing client presentations, maintaining
investment data, and supporting business development efforts.
Qualifications include a Bachelor's degree in Business, Finance, or related
field, with at least five years of portfolio management experience in a
Trust Department or Asset Management setting.
Preferred certifications are CFP or CFA. Strong communication, knowledge of
investment principles, fixed income securities, and proficiency in relevant
technology are essential.
This position is full-time, in-office at designated locations in Fort Thomas,
KY, Montgomery, OH, or Monfort Heights, OH, with a focus on wealth management.
Compliance and regulatory adherence are required.