Job Details

Investment Strategy Implementation

This position is accountable for implementation of investment strategies for Bell Bank's Wealth Management Division. Working with members of the Bell Wealth Management Department and Bell Institutional Investment Management Department, this position implements overall investment strategy, provides economic analysis and client investment reporting.

Responsibilities

Client Portfolio Management

• Manage a defined client portfolio and serve as the primary investment contact.
• Meet regularly with clients to review portfolio performance, risk profile, goals, and recommended adjustments.
• Provide ongoing communication regarding market conditions, economic outlook, and portfolio positioning.
• Present investment process, strategy, and performance to both existing clients and prospects.
• Conduct annual fiduciary client portfolio reviews.
• Prepare and deliver customized portfolio reports for clients and committees.
• Provide consistent, proactive communication on portfolio performance, risk, and market environment.
• Assist clients with understanding Bell's investment philosophy and strategy implementation.

Portfolio Strategy & Implementation

• Align client portfolio allocations with approved Bell Bank investment strategies.
• Evaluate purchase and sale opportunities and recommend rebalancing when appropriate.
• Understand how economic conditions impact client portfolios and communicate implications to clients.
• Coordinate with internal portfolio managers, traders, and researchers to implement investment decisions.
• Maintain accurate records of analysis, portfolio changes, and rationale.

Investment & Economic Analysis

• Analyze financial statements, securities, and market data to support portfolio and allocation decisions.
• Monitor economic indicators, industry sector performance, market events, and other developments that may affect client portfolios.
• Conduct peer and benchmark analysis to evaluate the competitiveness and performance of portfolio strategies.
• Work closely with the internal investment strategy team (research, trading, strategy management).

Marketing & Business Development Support

• Participate in new business opportunities by presenting investment capabilities to prospects.
• Collaborate with marketing to develop investment-related content, data, and materials.
• Serve as a subject-matter resource during client onboarding and transition processes.

Bell Bank Culture, Policy and Accountability Standards:

• Know by name and face as many customers and employees as possible, calling them by name as often as possible.
• Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
• Know, understand, and live the company values and bottom line.
• Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations.
• All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
• Prompt and reliable attendance.
• Perform other duties as assigned.

Education, Experience, and Other Expectations

• Bachelor's degree in business, finance, or similar; or equivalent experience.
• 4 6 years of experience managing investment portfolios or working in a wealth or investment advisory environment.
• CFP designation (or in the process of obtaining designation) is preferable. CFA or CPA designation will also be considered.

Skills and Knowledge

• In-depth knowledge of investment portfolio theory and practice.
• Knowledge of fixed income and equity securities and trading practices.
• Thorough understanding of statistics and quantitative analysis.
• Knowledge of economic theory and practice.
• Knowledge of spreadsheet software and financial information systems.
• Problem solving skills.
• Ability to think and work independently in a team environment.
• Ability to communicate complex topics professionally.