Fixed Income/Equity Portfolio Specialist
- Company: Arvest Bank
- Updated: 6/12/2018
- Location: Little Rock, AR
- Status: Full-Time
- Job Level: 3-5 Years Experience
- Region: Central
- Category: Banking/Finance
Please go to: appone.com/MainInfoReq.asp to submit your application.
Position is Monday through Friday 8:00 am to 5:00 pm.
Accepting applications through June 24, 2018
SUMMARY: The incumbent executes investment transactions and performs analytical functions for client accounts. Assists Portfolio Managers with investment related research and analysis and makes presentation and report preparations; communicates with Regional Investment Officers (RIO) and Trust personnel; and assists with problem resolution or direct as needed to proper individuals or departments.
ESSENTIAL DUTIES and RESPONSIBILITIES include the following. Other duties may be assigned.
1.Execute stock and bond transactions for client accounts.Maintain relationships with various brokerage firms and knowledge of the capabilities of various firms.
2.Make trade allocations, write tickets, update analysis software and ensure settlement of trades.
3.Monitor communications from rating agencies and/or outside equity research services and communicate any relevant changes to portfolio managers and/or RIOs.
4.Construct investment portfolios under the supervision of portfolio managers.
5.Assist portfolio managers in construction of presentations to outside groups.
6.Respond to inquiries from RIOs about pricing, security information and news, security returns, etc.
7.Respond to inquiries from Central Trust Operations (CTO) about pricing, settlement problems, security look-up and research, etc.
8.Monitor client accounts and ensure compliance with investment policy.
9.Receive proxy votes and vote those in a timely manner.
10.Assist with customer presentation booklets, TIC reports, CTF 'Blue Sheets' and reports to clients and prospects.
11.Manage a small book of portfolios under the supervision of a Portfolio Manager and within investment policy guidelines.Assume responsibility for the performance of these accounts.
12.Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.
◾Support and uphold the Arvest Mission Statement
◾Uphold the Arvest Code of Ethics and ensure that confidential information is safeguarded.
◾Maintain a high level of cooperation and rapport with all associates in order to ensure accurate and efficient operations and service.
◾Formulate and communicate new ideas and suggestions that will improve profitability and efficiency for the bank's overall operation.
◾Promote professionalism at all times.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE:
◾Bachelor’s Degree in finance, accounting, economics or business, or equivalent work experience required.
◾2 years related experience working with portfolios or investment securities required.
◾Knowledge of investment concepts, terminology, styles, models, strategies and fundamental investment factors required.
◾Chartered Financial Analyst designation or candidacy preferred.
OTHER SKILLS and ABILITIES:
◾Must be able to arrive at work on time, work on site and have regular work attendance
◾Must be able to work cooperatively with other co-workers regardless of personality, presence or communication style
◾Must be able to provide cordial customer service regardless of customer personality, presence or communication style
◾Must be able to perform several tasks at once
◾Must be able to work in a stressful atmosphere
◾Must be able to rotate job tasks
◾Must be able to occasionally work overtime
◾Must be able to greet others cordially
◾Must be able to coordinate multiple and changing priorities
◾Must be able to verbally communicate with all other associates
◾Must be able to operate telephone, scanner, copier and FAX machines
◾Must be able to move from department, division, or bank to department, division, or bank to attend meetings
◾Must be able to operate personal computer keyboard in order to create reports, schedules and other appropriate documentation
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
While performing the duties of this job, the associate is regularly required to sit, talk and hear. The associate is occasionally required to stand, walk, use hands to finger, handle, or feel objects, and reach with hands and arms.
The associate must occasionally lift and/or move up to 25 pounds.
Specific vision abilities required by this job include close vision.
The associate must be able to travel occasionally by themselves within the US, including overnight, and via automobile and air.
The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
As a provider of financial services, our #1 focus is our customers. We are people helping people find financial solutions for life. That is our culture - that is who we are as an organization.
As an employer, our #1 focus is our associates. We offer competitive compensation, comprehensive benefits and an engaging work environment driven by the desire to serve our customers and communities.
With over 315 locations in Arkansas, Oklahoma, Missouri and Kansas, we offer a variety of jobs. Whether you are looking for full-time or part-time employment, Arvest has the opportunity for you.
Arvest is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, age, sex, sexual orientation, gender identity, national origin, religion, disability status, protected veteran status or any other characteristic protected by law.
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, marital status, sex, sexual orientation, gender identity, pregnancy, age, national origin, disability, veteran status, or any other basis, which now or in the future may be specified by law.