Address
Form of workSalary Range: $48,827 - $74,786
Your Job
If you're interested in helping deliver investment solutions by supporting the Portfolio Management & Financial Planning Team Leader and Portfolio Managers, our Asset Management and Trust Services (AMTS) Portfolio Management Specialist II role may be for you! We invite you to consider joining our AMTS Portfolio & Financial Planning team.
Responsibilities:
- Utilize technology platforms to update existing portfolio monitoring tools.
- Maintain model portfolio allocation and performance data.
- Monitor trading group inbox for trade requests and investment objective statement updates.
- Execute mutual fund, individual stock, and individual bond trades for client accounts.
- Complete monthly regulatory account reviews.
- Assist Wealth Advisors with client and prospect projects.
Who You Are
- Bachelors degree in Finance preferred or equivalent combination of education and experience
- 0-3 years Portfolio Management/Financial Services experience preferred
- Intermediate to advanced proficiency in Microsoft Excel, Morningstar Direct, FactSet, and experience in Trust Accounting Software (including trade execution) preferred
Who We Are
Heartland Bank is a subsidiary of HBT Financial, Inc., a publicly traded financial holding company headquartered in Bloomington, Illinois. With the roots of the Bank dating back to 1920, Heartland has a long track record of providing personalized service and supporting the banking needs of businesses and families throughout our footprint. With 60+ branches throughout Central and Northeastern Illinois and Eastern Iowa, Heartland continues to grow and is committed to preserving strong ties to our communities, customers, employees, and shareholders.
Heartland Banks mission is to create value for the customer, earn a profit for the Bank, and have fun doing it! At Heartland, employees have the opportunity to make a difference every day.
Salary Range Disclaimer
The base salary range represents the low and high end of the Heartland Bank salary range for this position. Actual salaries will vary depending on factors including but not limited to experience and performance. The range listed is just one component of Heartland Banks total compensation package for employees.
Equal Opportunities and Accommodations Statement
Heartland Bank is deeply committed to creating a workplace where inclusion is not only valued but prioritized. Were proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, family status, marital status, sexual orientation, national origin, genetics, disability, age, or any other non-merit based or legally protected grounds.
Physical Requirements
- Regularly: sitting, reaching with arms and hands, hearing, feeling/touching, vision - close, peripheral, depth, ability to adjust focus
- Frequently: standing, walking, talking
- Occasionally: climbing and/or balancing, stooping, kneeling, crouching, and/or crawling, lifting objects up to 30 pounds
Our available Benefits
We offer a competitive benefit package, including vacation and other paid time off.
