Investment Analyst jobs in Kentucky

Investment Officer

DEPARTMENT: Trust Department

REPORTS TO: President, Trust & Investment Services

SUPERVISES: none

FLSA: Exempt STATUS: Full Time

EEO Classification: 1.2 First / Mid-Level Officials and Managers

JOB GRADE: 8-12

HOURS: Regular full-time 40 hours

SUMMARY: The Sr. Investment Officer will manage high net worth clients typically one million and higher and the largest relationships and is responsible for overseeing the department’s investment strategies. These include the more complex, higher risk portfolios that may include committees with strategies led by a board-approved Investment Statement Policy. Oversee the investment processes in totality giving recommendations and trade ideas to the investment team. Manage portfolio construction, asset weightings, concentrations, security ratings and overall investment risk. Also, create and monitor modeled assets including timing of portfolio rebalances. Duties include policy knowledge and incorporating various strategies to meet client’s goals and expected results. Responsible for managing and growing knowledge and abilities of the Investment team. Cultivate, enhance, and train team and put them in position to gain training and certifications. Work with not only trust employees, but bank employees to gain asset growth. This includes joining local organizations and consistently meeting with centers of influences within the community. This may include working with marketing and executives to strategize on ideas for growth. The position assists in establishment of short- and long-range plans and policies for the profitable operation and growth of the department; serves trust customers and carries out fiduciary responsibilities in accordance with applicable laws, regulations, and department policies. Actively builds new trust business and enhances the position of the bank in the community. Must work with and assist the investment team in totality of the investment process and adhere to the prudent investor rules and regulations.

EDUCATION and EXPERIENCE:

ESSENTIAL DUTIES and RESPONSIBILITIES:

KNOWLEDGE, SKILLS, and ABILITIES:

COMPETENCIES: To be successful in this position, an individual should possess and demonstrate the following competencies to perform the essential functions of this position.

ADA REQUIREMENTS: Work is performed in an open office setting; one must be able to concentrate and perform work in an area that will likely result in the interruptions of one's duties. Ability to lift items weighing up to 50 lbs.

This job may not be all-inclusive. Employees are expected to perform other duties as assigned or directed by management. Job descriptions and duties may be modified when deemed appropriate by management.