The Associate Portfolio Manager, Trading works with Wealth Advisors, Associates, and the Investment Team to monitor and invest client accounts. This position executes stock, mutual fund and fixed income trades to invest cash, raise cash, and rebalance accounts according to established guidelines. This position also monitors accounts, performs periodic compliance reviews and recommends or takes corrective actions when appropriate.
WHAT YOU'LL BRING
Strong oral and written communication skills
Strong attention to detail
Provide a high level of customer service
Work independently and perform duties under frequent time pressures
Adhere to established policies and procedures including maintaining confidentiality of customer account information
Minimize trade errors and account level non-compliance
Maintain timeliness of response to trade requests
Level I - operates as an entry level hire, in direct supervision of manager, to complete monitor portfolios and complete trade/rebalance tasks
Execute stock and mutual fund trades as requested by advisors.
Rebalance client accounts to predefined target allocations.
Monitor accounts to insure that they are invested according to established guidelines and account specific policies and restrictions.
Maintain and update client specific restrictions and investment guidelines in trading systems.
Generate trade proposals and recommendations as requested by advisors.
Perform periodic reviews of accounts for compliance purposes.
WHY IT MATTERS
The trading function is an integral part of the service we offer to clients. This role is responsible for implementing the investment strategy designed to help our clients meet their financial goals.
EDUCATION & TRAINING
Requires Bachelor's degree.
Requires proficiency in Microsoft Office, experience with Microsoft Excel including use of Pivot Tables, Macros, and VBA.
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, 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.