Central Bancshares Inc Lexington , KY 40598
Posted 5 days ago
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
JOB SUMMARY:
Sets and maintains department's investment philosophy and strategy while managing and communicating same to clients and staff.
EDUCATION/EXPERIENCE REQUIRED:
Bachelor's degree in Finance or related field
Chartered Financial Analyst's designation or progress towards is preferred
Ten+ years' experience in investment and/or financial analysis.
Portfolio management background including personal and ERISA accounts.
QUALIFICATIONS/SKILLS REQUIRED:
Working knowledge of computer software packages for Trust, business development and analytical software.
Excellent verbal and written communication and quantitative skills.
Proven strength in investment analysis and customer contact.
Strong knowledge of investments and investment markets.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
1.Stock analysis and selection.
2.Bond analysis and selection.
3.Portfolio management.
4.Performance analysis and presentation.
5.Advises customers on investment decisions. Communicates investment strategies and performance to customers. Performs efficient, mistake free execution of security trades.
6.Maintenance of investment computer programs.
7.Implements or oversees the voting of proxies, corporate actions, trading, etc.
8.Mutual Fund monitoring.
9.Maintains investment broker or other investment vendor relationships.
Member of Trust Investment Committee, Administrative Committee and Trust Mutual Fund Committee.
Runs internal investment training.
Selects and updates approved brokers and dealers.
Maintains and updates Investment Policy in conjunction with Trust Compliance Officer.
Advises Department Manager of vendor and program needs.
Performs other duties as assigned.
BENEFITS:
Health Insurance
Dental Insurance
Vision Insurance
Paid Vacation
Paid Holidays
Employee Stock Ownership Plan
401k Plan
Flexible Benefit Plan
Voluntary Life Insurance
AD&D Insurance
Discounted Banking Services
EAP (Free counseling sessions)
Discounted AAA Membership
Fitness Discounts
Vacation Purchase Plan
Interest-Free Computer Loan
Interest-Free Fitness Equipment Loan
Service Awards
Attendance Awards
Funeral Leave
Subsidized Parking (Downtown)
Sick Leave
Educational Assistance Program
Employee Wellness Program
Dell Computer Discount
Discounted Tickets
Cell Phone Discount
Jeans days to benefit local charities
Paid Identity Theft Protection
New Hire Incentive (for hourly employees)
Personal Day
Birthday Holiday
Wedding Days
Appointment Time
Long Term Disability
Life Insurance (2x salary)
Central Bancshares Inc