Daily, monthly, and quarterly monitoring of clients' portfolios.
Ensure the Investment Statement has been completed and signed by client.
Ensure the Investment Objective of each portfolio is functioning within established parameters.
Manage monthly distributions/contributions for each portfolio.
Initiate rebalancing as appropriate to facilitate portfolio management are operating within established parameters and risk tolerances.
Oversee performance reporting software which reflects independent investment returns for those clients utilizing the service.
Evaluate current and prospective portfolios for clients needing a more in-depth review.
Review the portfolio construction of individual accounts to ensure appropriate asset allocation as well as compliance with current policies and guidelines.
Work with client advisors and current and prospective clients to develop comprehensive financial plans specific to the unique needs of our clients.
Work closely with new business efforts to develop relationships.
Other duties as assigned.
Supervise, train, direct, develop, and evaluate support staff through ongoing communication and team building.
Strong oral and written communication skills
Advanced investment concepts, practices, and procedures used in the securities industry
Sound understanding of the financial markets system
Good working knowledge of portfolio management concepts, accounting, data processing systems, procedures, and controls
Take initiative to overcome significant problems
Analyze and solve problems from a choice of standard procedures
Perform duties under frequent time pressures and constant interruptions
Maintain mental concentration and visual attention for variable lengths of time
Multi-task and work in a fast-paced, team-oriented environment
Education & Training:
Requires Bachelor's degree in Finance or Accounting.
Requires 5 or more years of professional work experience.
Pursuant of CFA Charter or like designation.
Requires knowledge of Microsoft Office.
Busey believes that diversity and inclusion among our teammates is critical to our success as a company, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool.
Equal Opportunity Employment is a priority for Busey and all qualified applicants will receive consideration regardless of race, color, religion, national origin, genetic information, sex (including pregnancy), age, sexual orientation, gender (including gender identity and expression), marital status, military status, veterans status, citizenship status, work authorization status, work disability, order of protection or any other characteristic protected by applicable law or other non-merit based factors.
As of June 30, 2019, First Busey Corporation (Nasdaq: BUSE) was a $9.61 billion financial holding company headquartered in Champaign, Illinois.
Busey Bank, a wholly-owned bank subsidiary with total assets of $7.66 billion as of June 30, 2019, is headquartered in Champaign, Illinois and has 44 banking centers serving Illinois, 13 banking centers in the St. Louis, Missouri metropolitan area, five banking centers serving southwest Florida and a banking center in Indianapolis, Indiana. Through the Busey Wealth Management division, the Company provides asset management, investment and fiduciary services to individuals, businesses and foundations. As of June 30, 2019, assets under care were approximately $7.47 billion. Busey Bank owns a retail payment processing subsidiary, FirsTech, Inc., which processes approximately 28 million transactions per year using online bill payment, lockbox processing and walk-in payments at its 4,000 agent locations in 43 states. More information about FirsTech, Inc. can be found at firstechpayments.com.
Busey Bank was named among Forbes' 2019 Best-In-State Banks—one of five in Illinois and 173 from across the country, equivalent to 2.8% of all banks. ...Best-In-State Banks are awarded for exceptional customer experiences as determined by a survey sample of 25,000+ banking customers who rated banks on trust, terms and conditions, branch services, digital services and financial advice.
TheBANK of Edwardsville, a wholly-owned bank subsidiary of the Company with total assets of $1.95 billion as of June 30, 2019, is headquartered in Edwardsville, Illinois and has 19 banking centers. Through TheBANK of Edwardsville Wealth Management division, the Company provides asset management, investment and fiduciary services to individuals, businesses and foundations. As of June 30, 2019, assets under care were approximately $1.50 billion.
For more information about us, visit busey.com and 4thebank.com.