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Type of Role: Investments

Experience Level: VP/Principal/Director

Location: Michigan City, Indiana

Salary: $133K - $164K

The foundation of Harbour Trust is relationships. Over 25 years after its inception, our clients continue to be the focal point of our business. We help them achieve their financial goals by building strong and trusting individual partnerships. As an independent Trust Company, Harbour Trust has enjoyed years of financial stability due to strong senior leadership. Our dedicated and experienced financial professionals combine their financial acuity, experience, and deep-seated sense of responsibility to manage each client’s assets.

Responsibilities of the position:
• Provide intellectual analysis of investment and account data to provide above-average investment returns
• Apply best practices to ensure accuracy and mitigate risks to HTC and clients
• Maintain and build trusting relationships by satisfying internal and external client requirements and requests with care and integrity
• Represent the Company with great professionalism

Duties of the Position
• Provide excellent client service
• Collaborate with Financial Advisors and clients to develop investment objectives and construct appropriate investment portfolios
• Perform investment reviews for trust, investment management and institutional clients
• Invest assets according to Investment Policy guidelines to deliver a competitive risk adjusted return
• Assist Advisors in the development of new business opportunities by meeting with prospects, preparing and presenting proposals for investment management
• Present investment strategy and performance updates to clients and Advisors
• Monitor global macro-economic conditions and financial market trends and analyze the potential impact on Company investment strategy and client investment portfolios
• Monitor fundamentals of the Company’s Equity and Fixed Income positions
• Comply with legal and regulatory requirements and Company policies and procedures

Candidate Requirements:
• Bachelor’s degree in Business, Economics, Accounting or Finance
• 5+ years’ experience as an Investment Officer, Securities Analyst, or Portfolio Manager in a banking or securities industry
• Experience analyzing individual equity and fixed income securities
• Experience managing individual security Large-cap Equity and Investment Grade Fixed Income portfolios preferred
• Experience working with and presenting to clients and prospects preferred
• CFA designation or candidate preferred
• Ability to travel and work remotely (as needed)

The Right Candidate possesses:
• Sharp analytic and math skills
• Strong Excel and Adobe skills
• Excellent organizational skills, effectively manages time and priorities
• Writes clearly and informatively, edits work for spelling and grammar
• Openly and respectfully questions colleagues to gain clarity and understanding
• Must professionally maintain confidential information