investment manager

Ally Financial

<div><div><div><div><div><div><h3 class="jobSectionHeader"><b>General information
</b></h3></div></div><div><div><div><div>Career area
</div><div>Compliance
</div></div><div><div>City
</div><div>Sandy, UT
</div></div><div><div>Work Location(s)
</div><div>UT, UT
</div></div><div><div>Remote?
</div><div>Yes
</div></div><div><div>Ref #
</div><div>21854
</div></div><div><div>Posted Date
</div><div>03-10-26
</div></div><div><div>Working time
</div><div>Full time
</div></div></div></div></div><div><div><div><h3 class="jobSectionHeader"><b>Ally and Your Career
</b></h3></div></div><div><div><div><div><div>Ally Financial only succeeds when its people do - and that&rsquo;s more than some clich&eacute; people put on job postings. We live this stuff! We see our people as, well, people - with interests, families, friends, dreams, and causes that are all important to them. Our focus is on the health and safety of our teammates as well as work-life balance and diversity and inclusion. From generous benefits to a variety of employee resource groups, we strive to build paths that encourage employees to stretch themselves professionally. We want to help you grow, develop, and learn new things. You&rsquo;re constantly evolving, so shouldn&rsquo;t your opportunities be, too?</div><div></div><div><b><br>
Work Schedule:</b> Ally designates roles as (1) fully on-site, (2) hybrid, or (3) fully remote. Hybrid roles are generally expected to be in the office a certain number of days per week as indicated by your manager. Your hiring manager will discuss this role's specific work requirements with you during the hiring process. All work requirements are subject to change at any time based on leader discretion and/or business need.</div>
</div></div></div></div></div><div><div><div><h3 class="jobSectionHeader"><b>The Opportunity
</b></h3></div></div><div><div><div><div><p>Ally&rsquo;s Community Reinvestment Act (CRA) team is a highly specialized group within the Bank dedicated to positively impacting communities across our assessment area through CRA-qualifying loans, investments, and services. All FDIC-insured banks are required to comply with the CRA. However, at Ally CRA is not just a regulatory requirement; rather, it is a passion shared by the CRA team in managing a $5+ billion portfolio of loans and investments that finance affordable housing, community services, economic development, and neighborhood revitalization.
</p><p>The Manager - CRA Investments will report to the Senior Director/Director &ndash; CRA Investments and assist in managing and monitoring the CRA Investment portfolio, including the underwriting of new investments into small business investment companies (SBICs), community development venture capital (CDVC) funds, and affordable housing and preservation funds</p><p>
At this time, Ally will not sponsor a new applicant for employment authorization for this position.</p>
</div></div></div></div></div><div><div><div><h3 class="jobSectionHeader"><b>The Work Itself
</b></h3></div></div><div><div><div><div><ul><li>Participate in the due diligence, underwriting and closing of various types of Community Development (CD) equity investments by:</li><li><ul><li>
performing research, economic and financial analysis</li><li>
drafting internal investment memos and participating in the internal investment approval process</li><li>
negotiating legal agreements</li><li>
administrative closing of transactions</li></ul></li><li>
Perform ongoing portfolio management and monitoring tasks, including the following:</li><li><ul><li>
managing and reviewing fund reporting documents and monitoring data</li><li>
working with internal stakeholders and external fund managers on regular basis</li><li>
reviewing CRA qualification criteria relevant to each transaction</li><li>
staying up to date on relevant industry and market trends</li><li>
sending and receiving capital to/from investment counterparties (capital calls/distributions)</li></ul></li><li>
Curiously seek areas of improvement and develop efficient ways to reconfigure current processes</li><li>
Participate in Ally Bank&rsquo;s community outreach programs, including volunteer and leadership opportunities with non-profit organizations, to contribute to the Bank&rsquo;s CD service hour requirements</li><li>
Support and prepare materials related to internal meetings, CRA activities, etc.</li><li>
Engage with and represent Ally Bank at industry and trade association groups, requiring occasional travel</li><li>
Assist with any other task as requested by the Senior Director/Director &ndash; CRA Investments or CRA Office<br>
</li></ul>
</div></div></div></div></div><div><div><div><h3 class="jobSectionHeader"><b>The Skills You Bring
</b></h3></div></div><p></p><div><div><div><div><div>Minimum Qualifications:<br>
<ul><li>
7+ years of relevant experience or equivalent combination of education and experience
</li><li>High School Diploma or GED equivalent</li></ul>
Preferred Qualifications:<br>
<ul><li>
5+ years of banking, investment, risk, compliance, general underwriting or CRA experience</li><li>
Strong sense of community and desire to be part of a giving-back culture</li><li>
Strong organizational skills and ability to follow through, and keen attention to detail
</li><li>Thorough investigative and problem-solving skills and meticulous record keeping skills
</li><li>Ability to work both independently and cooperatively on project teams</li><li>
Intermediate proficiency in Excel and other MS Office software</li><li>
SharePoint / MS Teams experience preferred</li></ul><br>
</div></div></div></div></div></div><p></p><div><div><div><h3 class="jobSectionHeader"><b>How We'll Have Your Back
</b></h3></div></div><div><div><div><div>Ally's compensation program offers market-competitive base pay and pay-for-performance incentives (bonuses) based on achieving personal and company goals. Our Total Rewards program includes industry-leading compensation and benefits plus additional incentives that are designed to meet your needs and those of your family so you can get the most out of your career and your life, including:<ul><li><b>
Time Away:</b> Program starts at 20 paid time off days in addition to 11 paid holidays and 8 hours of volunteer time off yearly (time off days are prorated based on start date and program varies based on full or part-time status and management level).</li><li><b>
Planning for the Future:</b> plan for the near and long term with an industry-leading 401K retirement savings plan with matching and company contributions, student loan pay downs and 529 educational save up assistance programs, tuition reimbursement, employee stock purchase plan, and financial learning center and financial coach access.</li><li><b>
Supporting your Health &amp; Well-being:</b> flexible health and insurance options including medical, dental and vision, employee, spouse and child life insurance, short- and long-term disability, pre-tax Health Savings Account with employer contributions, Healthcare FSA, critical illness, accident &amp; hospital indemnity insurance, and a total well-being program that helps you and your family stay on track physically, socially, emotionally, and financially.</li><li><b>
Building a Family:</b> adoption, surrogacy and fertility assistance as well as paid parental and caregiver leave, Dependent Day Care FSA back-up child and adult/elder care days and childcare discounts.</li><li><b>
Work-Life Integration:</b> other benefits including Mentally Fit Employee Assistance Program, subsidized and discounted Weight Watchers&reg; program and other employee discount programs.</li><li><b>
Other compensations:</b> depending on the role for which you are considered, you may be eligible for travel allowances, relocation assistance, a signing bonus and/or equity.</li><li>
To view more detailed information about Ally&rsquo;s Total Rewards, please visit this link: https://www.ally.com/content/dam/pdf/corporate/ally-total-rewards-snapshot.pdf</li></ul><p><b><br>
Who We Are:</b></p><p><br>
Ally Financial is a customer-centric, leading digital financial services company with passionate customer service and innovative financial solutions. We are relentlessly focused on &quot;Doing it Right&quot; and being a trusted financial-services provider to our consumer, commercial, and corporate customers. For more information, visit www.ally.com.</p><p><br>
Ally is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law.</p><p><br>
We are committed to working with and providing reasonable accommodation to applicants with physical or mental disabilities. For accommodation requests, email us at hrpolicy@ally.com. Ally will not discriminate against any qualified individual who is capable of performing the essential functions of the job with or without reasonable accommodation.</p>
</div></div><div><div><div><div><b>Base Pay Range</b>: $90000 - $150000 USD</div><div>
An individual's position in the range is determined by the specific role, the scope and responsibilities of the role, work experience, education, certification(s), training, and additional qualifications. We review internal pay, the competitive market, and business environment prior to extending an offer.</div></div>
</div></div><div><div><div>Incentive Compensation: This position is eligible to participate in our annual incentive plan.</div></div></div></div></div></div></div></div></div><div></div>

Manager - CRA Investments

The Citizens Foundation

<div>
 <p>
  <strong>
   Description
  </strong>
 </p>
 <p>
  <strong>
   Investment Evaluation
  </strong>
 </p>
 <ul>
  <li>
   Identify and propose investment opportunities (equity, real estate, or other asset classes) in line with the approved investment policy.
  </li>
  <li>
   Evaluate opportunities for both financial returns and alignment with the organization&rsquo;s mission and social impact objectives.
  </li>
  <li>
   Develop and maintain financial models to assess returns under different scenarios and variables.
  </li>
 </ul>
 <p>
  <strong>
   Due Diligence
  </strong>
 </p>
 <ul>
  <li>
   Conduct thorough due diligence for potential investments.
  </li>
  <li>
   Monitor approved investments and provide regular performance updates.
  </li>
  <li>
   Assess investment risks with a focus on capital preservation and responsible fund stewardship.
  </li>
  <li>
   Prepare investment analysis and recommendations for decision-making forums.
  </li>
 </ul>
 <p>
  <strong>
   Reporting &amp; Governance
  </strong>
 </p>
 <ul>
  <li>
   Ensure investment documentation is accurate, complete, and compliant with internal policies.
  </li>
  <li>
   Prepare and present investment memos, proposals, and progress updates to leadership.
  </li>
  <li>
   Track NAV and benchmark performance to evaluate portfolio results.
  </li>
  <li>
   Produce periodic reports on investment performance, risks, and portfolio summaries.
  </li>
  <li>
   Coordinate with finance and other teams to support long-term organizational sustainability.
  </li>
 </ul>
 <p>
  <strong>
   Required Skills
  </strong>
 </p>
 <ul>
  <li>
   Strong understanding of financial and capital markets
  </li>
  <li>
   Proficiency in portfolio and market analysis
  </li>
  <li>
   Advanced financial modeling skills, including scenario and sensitivity analysis
  </li>
  <li>
   Excellent analytical, problem-solving, and decision-making abilities
  </li>
  <li>
   Strong communication and stakeholder management skills
  </li>
  <li>
   Sound business judgment with high attention to detail
  </li>
  <li>
   Knowledge of responsible investing principles and NGO financial sustainability practices
  </li>
 </ul>
 <p>
  <strong>
   Education
  </strong>
 </p>
 <p>
  MBA (Finance) from a reputed university; CFA preferred.
 </p>
 <p>
  <strong>
   Experience
  </strong>
 </p>
 <p>
  3+ years of relevant experience in portfolio management, investment analysis and financial modeling
 </p>
</div>


Deputy Manager – Investment

Leadenhall Search & Selection

<div>
 <p>
  <strong>
   Fund Counsel &ndash; Alternative Credit Platform (Arizona)
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  I am currently partnering with a highly regarded alternative asset manager with a significant presence in Arizona to appoint a Fund Counsel to its in-house legal team.
 </p>
 <p>
  <br/>
 </p>
 <p>
  This is a senior, hands-on role sitting at the core of the firm&rsquo;s fund platform. The business manages institutional capital across credit and structured strategies and continues to scale its product offering. As a result, they are looking for a commercially minded funds lawyer who can take ownership of fund structuring, fundraising execution, and ongoing governance matters.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Candidates MUST be located in, OR be willing to relocate to Pheonix, AZ before start date.
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   If currently based in Atlanta or NYC, the relocation can be within 12 months.
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  The Role:
 </p>
 <p>
  <br/>
 </p>
 <p>
  You will work closely with investment, finance, compliance, and investor relations teams across the full lifecycle of private funds and structured vehicles. Responsibilities will include:
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Leading fund formation activities, including structuring and coordination with external counsel
  </li>
  <li>
   Drafting and negotiating LPAs, side letters, subscription agreements, and co-invest documentation
  </li>
  <li>
   Advising on capital raising initiatives and strategic investor negotiations
  </li>
  <li>
   Supporting ongoing regulatory and governance matters at both the GP and fund level
  </li>
  <li>
   Partnering with the business on new product development and bespoke structuring initiatives
  </li>
  <li>
   Managing relationships with external counsel in the U.S. and internationally
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  This is a visible position with direct interaction with senior leadership and investment professionals.
  <strong>
   Progression to Deputy GC will happen in a 3-5 year window.
  </strong>
  The legal team is lean and high-caliber, offering genuine ownership rather than a narrow execution role.
 </p>
 <p>
  <br/>
 </p>
 <p>
  The Candidate:
 </p>
 <p>
  <br/>
 </p>
 <p>
  I am eager to speak with attorneys who bring:
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   3+ years of strong private funds experience from a leading law firm or in-house platform
  </li>
  <li>
   Exposure to credit, structured finance, or alternative strategies (highly advantageous)
  </li>
  <li>
   Confidence managing complex investor negotiations and side letter processes
  </li>
  <li>
   A commercial mindset and the ability to operate autonomously in a growth environment
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  Arizona bar admission is preferred but not strictly required.
 </p>
</div>


Inhouse Fund Counsel - Alternative Investment Management

<div><p>We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You&rsquo;ll find an environment that inspires and empowers you to thrive both personally and professionally. There&rsquo;s no one like you and that&rsquo;s why there&rsquo;s nowhere like RSM.</p><p></p><p><b>
Investment Specialist</b></p><p><b>
Risk &amp; Regulatory Consulting, LLC (RRC)</b></p><p></p><p><b>
Remote&mdash;USA location</b></p><p><b>
Open to Full-time or Part-time applicants</b></p><p></p><p><b>
Position Overview</b><br>
<br>
The <b>Investment Specialist</b> will be responsible for evaluating investment portfolios as part of regulatory oversight projects (financial examinations, analysis, and special projects), assessing practices and strategies of insurance entities, identifying specific investment related issues, and recommending solutions to address findings. This position has opportunity for advancement as well as personal and professional growth.<br>
<br>
<b>Specific Duties and Responsibilities</b></p><p></p><ul><li>
Work closely with regulators to review and provide analysis for companies&rsquo; investment strategies, products, portfolios, investment plans, and agreements.</li><li>
Review of entities&rsquo; investment policies, guidelines, procedures and controls regarding investment accounts, performance of procedures to verify or establish existence, ownership, and valuation of investment accounts. Ability to compare and contrast investment activities with industry benchmarks.</li><li>
Review companies&rsquo; investment risk management process.</li><li>
Review and assess companies&rsquo; derivative investment portfolio and hedging program.</li><li>
Review and evaluate companies&rsquo; investment-related agreements.</li><li>
Support investment team in other aspects of a risk-focused financial exam, including:<ul><li>
Develop interview questions and lead/assist in leading investments interviews of senior and executive management at companies; assess governance functions over investment areas.</li><li>
Execute testing of compliance with state laws, rules and regulations.</li><li>
Participate in client status meetings, prepare and review deliverables, and assist in identifying issues which will be communicated to the client.</li><li>
Review valuation and assess impairment of investments including asset backed securities, mortgage-backed securities, collateralized debt obligations, among others.</li></ul></li><li>
Work with other specialists, such as actuaries and reinsurance specialists, as well as financial examiners, on investment issues impacting their work.</li><li>
Communicate complex investment topics to clients and other stakeholders.</li><li>
Document work in accordance with defined regulatory requirements.</li></ul><p><b><br>
Basic Qualifications</b></p><p></p><ul><li>
Bachelor&rsquo;s Degree in Finance or Accounting</li><li>
10+ years of relevant experience in investment management or investment risk management in insurance, banking, or asset management industries</li></ul><p><b><br>
Preferred Qualifications</b></p><p></p><ul><li>
MBA, CPA and/or other professional certification(s) preferred; including Certified Investment Specialist (CIS), Chartered Financial Analyst (CFA)</li><li>
Insurance Industry portfolio management</li><li>
Experience with reviewing/assessing/documenting investment-related internal controls and governance</li></ul><p><b>
Required Qualifications</b></p><ul><li>
Demonstrated critical-thinking and problem-solving abilities</li><li>
Proficiency with the Microsoft 365 suite of products and business productivity tools, including experience in using software for producing presentations, reports, spreadsheets, and project planning</li><li>
Demonstrated time management and project management skills</li><li>
Ability to interact with all levels of personnel, including executives and senior managers</li><li>
Advanced analytical skills, including statistical sampling, with the ability to interpret financial data and provide insights</li><li>
Excellent presentation, verbal, and written communication skills with a strong attention to detail with regards to spelling, grammar, mathematical accuracy (e.g., Excel formulas), and readability in all deliverables</li><li>
Excellent organizational skills and the ability to manage and prioritize multiple tasks, projects and assignments simultaneously</li><li>
Dynamic/flexible demeanor with outstanding interpersonal skills and a &ldquo;can do&rdquo;, team-first attitude to provide exceptional client service to RRC&rsquo;s clients</li><li>
Forward-thinking leader with a collaborative focus who can consult effectively with key constituents and become recognized as a valued resource</li><li>
Self-motivated and a strong sense of urgency to meet deadlines</li><li>
Prior supervisory experience and the ability to guide/support team members with an emphasis on team building and team development</li><li>
Flexibility to travel occasionally</li><li>
Demonstration of ethical, integrity, and professional standards as outlined by the Firm</li></ul><p>
Risk &amp; Regulatory Consulting, LLC (RRC), an affiliate of RSM, is a national, leading professional services firm dedicated to providing exceptional regulatory services to clients. RRC offers services in the following regulatory areas: financial examinations, market conduct examinations, insolvency and receiverships, actuarial services and valuations, investment analysis, reinsurance expertise, market analysis and compliance, and special projects. RRC is a results-oriented firm committed to success that builds long-term relationships with its clients. www.riskreg.com</p><p></p><p>
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life&rsquo;s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.</p><p></p><p>
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.</p><p></p><p>
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.</p><p></p><p>
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.</p><p></p><p>
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.</p><p></p><p>
At RSM, an employee&rsquo;s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.</p><p></p>
Compensation Range: $134,000 - $269,000<p></p><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p>
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.</p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>

Investment Specialist

Institute of Applied Experience (IAExperience)

<p><b>About the Role</b><br/>We are seeking a highly motivated and analytical <b>Investment Officer</b> to support the management and growth of a diversified private investment portfolio. The role involves monitoring existing investments, evaluating new opportunities, conducting financial analysis, and providing strategic recommendations to optimize returns and manage risk.</p><p>This position offers a unique opportunity to work closely with a private investor across multiple sectors including <b>private companies, equities, and real estate</b>.</p><p><i><b>Key Responsibilities</b></i></p><ul><li>Monitor and analyze the performance of existing investments across various sectors.</li><li>Prepare regular reports on portfolio performance, financial metrics, and risk exposure.</li><li>Conduct financial analysis and preliminary feasibility studies for potential investments.</li><li>Identify and research new investment opportunities and market trends.</li><li>Assist in structuring and evaluating investment deals and partnerships.</li><li>Coordinate with accountants, legal advisors, and external consultants regarding financial and investment matters.</li><li>Maintain organized records of investment documentation, agreements, and financial reports.</li><li>Provide strategic recommendations to improve portfolio performance and diversification.</li></ul><p><i><b>Qualifications</b></i></p><ul><li>Bachelor&rsquo;s degree in finance, Economics, Business Administration, Accounting, or a related field.</li><li>3&ndash;7 years of experience in investment analysis, financial analysis, corporate finance, or related roles.</li><li>Strong analytical and financial modeling skills.</li><li>Good understanding of financial markets, private investments, and real estate investments.</li><li>Proficiency in Microsoft Excel and financial analysis tools.</li><li>Strong communication and presentation skills.</li><li>High level of integrity and confidentiality.</li></ul><p><i><b>Preferred Qualifications</b></i></p><p>MBA or professional certifications such as <b>CFA</b>, <b>CPA</b>, or similar credentials are an advantage.</p><p><i><b>Key Skills</b></i></p><ul><li>Financial analysis</li><li>Investment evaluation</li><li>Market research</li><li>Strategic thinking</li><li>Attention to detail</li><li>Strong reporting skills</li></ul><p>Job Type: Full-time</p><p>Application Question(s):</p><ul><li>What is your current notice period?</li><li>What is your salary expectation?</li></ul><p>Work Location: In person</p>

Investment Officer

ahlibank

<div>
 <p>
  <strong>
   SUMMARY OF ROLE
   <br/>
  </strong>
 </p>
 <p>
  The Investment Officer provides essential administrative, coordination, and analytical support for the Asset Management Division across all funds and discretionary mandates. The role assists with accurate and timely trade processing, reconciliations, NAV checks, client reporting, fund documentation, and coordination with internal departments such as Operations, Compliance, Risk, Treasury, Finance, IT, and Custodians. This position supports the smooth day-to-day functioning of the Asset Management business as the division scales across more funds and products. The officer ensures operational accuracy, strong controls, and efficient processes supporting the front-office investment team.
  <br/>
 </p>
 <p>
  <strong>
   Responsibilities Daily Investment Administration &amp; Processing
   <br/>
  </strong>
 </p>
 <p>
  &middot;         Support accurate trade capture, settlement follow-up, corporate action processing, and reconciliation of portfolio cash and securities.
  <br/>
 </p>
 <p>
  &middot;         Verify daily fund prices, NAV movements, and benchmark updates.
  <br/>
 </p>
 <p>
  &middot;         Maintain error-free subscription, redemption, and dividend workflows for all funds.
  <br/>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Portfolio Reporting &amp; Data Integrity
   <br/>
  </strong>
 </p>
 <p>
  &middot;         Prepare daily/weekly/monthly reports as required for Fund Managers and management including valuations, performance, exposures, and risk metrics.
  <br/>
 </p>
 <p>
  &middot;         Maintain accurate databases for holdings, price feeds, benchmarks, liquidity, ratings, and compliance limits.
  <br/>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Coordination with Internal &amp; External Stakeholders
   <br/>
  </strong>
 </p>
 <p>
  &middot;         Liaise with Custodians, Operations, Treasury, Risk, Compliance, Brokers, and Fund Administrators
  <br/>
 </p>
 <p>
  &middot;         Support onboarding of new products, funds, custodians, brokers, and third-party investment managers.
  <br/>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Compliance &amp; Risk Management
   <br/>
  </strong>
 </p>
 <p>
  &middot;         Follow established regulatory, operational, internal control, and Shariah guidelines (for Islamic funds).
  <br/>
 </p>
 <p>
  &middot;         Assist in identifying and escalating breaches, irregularities, or pricing anomalies.
  <br/>
 </p>
 <p>
  &middot;         Maintain complete audit trails and documentation for all investment activities.
  <br/>
  <br/>
  <br/>
  <br/>
 </p>
 Requirements
 <br/>
 <br/>
 <ul>
  <li>
   Bachelor&rsquo;s degree in Finance, Business, Economics, Accounting, or related field.
   <br/>
  </li>
  <li>
   3&ndash;5 years of relevant experience in investment operations, fund admin, portfolio support, or asset management.
   <br/>
  </li>
  <li>
   Exposure to investment products
   <br/>
  </li>
  <li>
   Basic understanding of operations workflows (subscriptions/redemptions, reconciliations, NAV checks, etc).
   <br/>
  </li>
  <li>
   Familiarity with regulatory frameworks (FSA, CBO, AAOIFI for Islamic funds).
   <br/>
  </li>
  <li>
   Proficiency in Excel, reporting tools, and financial systems. Bloomberg is a plus.
   <br/>
   <br/>
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
</div>


Investment Officer – Asset Management

Old National Bank

<div>Overview:
<div>
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.</div><div></div><div><i><br>
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of </i><i>Impact Network Groups</i><i> led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.</i></div>
Responsibilities:
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We are currently seeking a Senior Portfolio Manager that collaborates with other disciplines within Wealth Management to develop and retain high net worth client relationships through the delivery of an exceptional and cohesive client experience. The Senior Portfolio Manager manages investment activities for fee revenue producing accounts. They provide investment expertise and oversight on large complex accounts that require complex decision making and implementation. Senior Portfolio Manager takes into consideration the sensitivity due to the nature of the relationship, size/type of assets managed, fiduciary requirements, comprehension of tax considerations, multi-generational structures, and coordination with outside attorneys, trustees and consultants.</div><div></div><div><b><br>
Salary Range</b></div><div>
The salary range for this position is $127,900 - $258,600 per year. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate&rsquo;s relevant skills and professional experience, educational qualifications, and geographic location.</div><div></div><div><b><br>
Key Accountabilities
</b></div><div><b>Management of investment portfolios:</b></div><ul><li>
Develops and recommends a client centric investment portfolio leveraging all of Wealth Management&rsquo;s investment solutions to achieve client&rsquo;s investment objectives. Reviews and analyzes investment portfolios to develop the appropriate asset allocation and select underlying investment strategies with an understanding of the client&rsquo;s preferences.</li><li>
Provide ongoing oversight, recommending and implementing changes to the holdings and asset allocation to maintain compliance with strategies and policies.</li><li>
Ensure assigned portfolios are managed consistently, including maintaining the proper asset allocation, portfolio rebalancing, implementing investment changes, and raising cash.</li><li>
Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity.</li><li>
Transition non-compliant portfolios to approved strategies.</li><li>
Manage account liquidity to provide for ongoing cash demands and distributions and risk management.</li><li>
Performs annual Reg 9 Investment reviews for assigned accounts and ensures full compliance with regulations. Provides guidance to Associate Portfolio Managers and Portfolio Manager through Reg 9 reviews.</li></ul><div></div><div><b><br>
Relationship management and development:</b></div><ul><li>
Partners with Wealth Management client team in client presentations, review of portfolio structure and investment performance reporting.
</li><li>Serves as the relationship expert in the areas of 1834 a Division of Old National investment capabilities, portfolio performance, the economy, and market environment.</li><li>
Prepares and presents detailed investment information to clients.</li><li>
Participates in business development efforts with Wealth Advisors, Trust Officers and other relationship managers.</li><li>
Collaborates with other disciplines and partners to deliver an exceptional and cohesive client experience.
</li><li>Maintains an integral and influential presence within the local client facing team, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity.</li><li>
Meet with clients to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models, and ensuring current allocations are appropriate.</li><li>
Respond to client requests for information, advice, and service, including proactive client outreach and creating and building investment content for prospect and client presentations, client investment reviews, prospecting events, thought leadership articles and investment updates, and documenting account activities and client interaction.<br>
May provide leadership through interaction and mentoring of other investment associates.</li><li>
Participate in weekly Portfolio Manager meetings.</li><li>
Work individually or with a team on assigned projects.</li></ul><div><b>
Develops and maintains current industry knowledge and expertise</b></div><ul><li>
Engages in thought leadership publications, educational opportunities, and practice hosted symposiums and events.</li><li>
Accountable for personal execution of initiatives, new capability rollouts, and required training.</li><li>
Consistently demonstrates expertise with new investment strategies, tools and capabilities, and portfolio research and investment methodologies.</li><li>
Provides feedback on areas for improvement to leadership on national initiatives, changes, and expectations.</li><li>
Stays current with current general economic data, equity and credit markets, specific company coverage, active and passive mutual funds/exchange traded funds and tactical asset allocations investment decisions.</li></ul><p><b>
Skills and Qualifications</b></p><ul><li>
Bachelor&rsquo;s degree &ndash; Business, finance, economics or relevant degree.</li><li>
Minimum 8 years of investment experience, which may include research, in which consistent long term investment performance has met objectives.</li><li>
CFA or other advanced designation such as CPA or CFP</li><li>
Graduate degree such as MBA or JD preferred
</li><li>Technical experience in investment software (IE: FIS, Charles River, Morningstar, Factset, First Rate, Salesforce and Microsoft Office.)</li><li>
10+ years of investment decision making and financial consulting experience working with high net worth clients.
</li></ul><ul><li>May lead functional teams or projects with moderate resource requirements, risk, and/or complexity.</li><li>
Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, is required to manage portfolios.</li><li>
Decision making, sales, and negotiating skills are required to contribute to the market&rsquo;s revenue generation and guide sensitive or difficult situations through to agreement.</li><li>
Requires specialized depth and/or breadth of expertise in own job discipline or field.</li><li>
Interprets internal/external business challenges and recommends best practices to improve products, processes, or services.</li><li>
Communicates difficult concepts and negotiates with others to adopt a different point of view.</li></ul><p><b>
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.</b></p><p></p><p><br>
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.</p><p></p><p><i><br>
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP to fill a specific position.</i></p><p></p><div><br>
 <b><i>Our culture is firmly rooted in our core values.
</i></b></div><div><b><i>We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
</i></b></div><div><b><i>We are Old National Bank.
</i></b></div><div><b><i>Join our team!</i></b></div></div>

Senior PM Portfolio Manager

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