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iAB Financial Bank is currently seeking a Portfolio Manager I. Responsibilities include research, analytics and construction of investment portfolios. Assists in dertermining overall investment strategy for the Wealth Management Department.Consults with clients to develop relationship investment strategy, monitors investments and implements portfolio changes. Prepares investment performance reports, client correspondence and presentation materials. Stays apprised of global market and investment industry developments. Confers with tax attorneys and accountants to determine appropriate investment decisions. Leverages partnerships to develop sales opportunities.
A four year business degree or equivalent work experience. MBA, CFA, CFP or other professional certification preferred. Three to five years of investment management experience. Thorough understanding of finance, investments and overall securities markets necessary. Strong analytical,organizational and problem solving skills essential in addition to effective communication and presentation skills.
iAB Financial Bank is a full service financial institution in Northeast Indiana. We are a community bank with over 70 years of service to the customer in Fort Wayne and the surrounding area. Current asset size is over $1 billion. We have nineteen locations with 275 employees.