Portfolio Manager I Avp

Profile

Portfolio Manager I, AVP
The candidate will provide ongoing oversight of assigned Old National Trust & Asset Management accounts. Recommend and implement changes to the holdings and asset allocation to maintain compliance with strategies and policies. Will ensure assigned portfolios are managed consistently, including maintaining the proper asset allocation, portfolio rebalancing, implementing investment changes, and raising cash. Transition non-compliant portfolios to approved strategies. Manage account liquidity to provide for ongoing cash demands and distributions and risk management. Complete all special requests on assigned accounts to maintain cash needs based on client requests. Performs annual Reg 9 Investment reviews for assigned accounts and ensure full compliance with regulations. Provides guidance to Associate Portfolio Managers and Portfolio Manager through Reg 9 reviews. Partners with Wealth associates in client presentations, review of portfolio structure and investment performance reporting. Serves as the relationship expert in the areas of Old National Trust & Asset Management investment capabilities, portfolio performance, the economy, and market environment. Prepares and presents detailed investment information to clients. Participates in business development efforts with Old National Wealth Advisors, Trust Officers and other relationship managers. May provide leadership through interaction and mentoring of other investment associates. Participate in weekly Portfolio Manager meetings. Work individually or with a team on assigned projects.

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