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Investment Portfolio Manager

Dubuque Bank and Trust, Dubuque, IA

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The WM Portfolio Manager I serves as a portfolio manager for Wealth Management accounts.


1. Is responsible for proper alignment of assigned portfolios, trading securities, investing and raising cash as requested, and re-balancing as necessary.
2. Creates and maintains models in trading software, associating assigned accounts accurately.
3. Maintains communications with Investments Department so as to stay current on investment strategies, securities in portfolios, calls and procedures.
4. Works closely with Operations and Middle Office in regard to software, including problem resolution, reviewing transactions, account set-up, IO changes, asset set-up, group assignments and handling of unsupervised assets.  Assists with creation and/or modification of procedures.
5. Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.
6. Performs other duties as assigned.

1. Bachelor’s degree in Business, Finance, or business related field or equivalent work experience.
2.  1-3 years portfolio management or financial planning experience.
3. Strong analytical, problem-solving, and communication skills.
4. Ability to quickly learn and use diverse software programs.
5. Basic understanding of economics and financial markets.
6. Working knowledge of Microsoft Outlook, Microsoft Excel, and Microsoft Word.

EOE/AA Employer ∙ M/F/Disabled/Vet

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Job Details

Req Num --
ID 548348
Dubuque, IA
Positions 1
Full Time
Pay --
Banking/Mortgage/Financial Services
Customer Service
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Retirement Plan
Paid Vacation
Paid Sick Leave
Paid Holidays
Tuition Reimbursement

Preferred Candidates

Years of Experience 2-5 Years
Education --

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