Investment Officer
Macomb Area Chamber of Commerce
Job Overview MidAmerica National Bank, a locally owned financial institution in central Illinois, offers an experienced professional the opportunity to join our Trust and Wealth Management Group as an Investment Officer in McDonough County. Established in 1933, the bank serves local communities through offices in Fulton, McDonough, and Marshall counties, and we pride ourselves on making a positive impact. Responsibilities Work with Relationship Managers, Financial Planners, and Wealth Management Administrators on investment management responsibilities for assigned account relationships. Develop and maintain individual equity, mutual fund, and exchange-traded guidance and focus lists and monitor quality and ratings of fixed income securities. Prepare and conduct presentations to institutional and individual clients on investment performance and economic and market conditions. Review investment performance reports and communicate results to Relationship Managers and clients. Participate in meetings and presentations with owners or beneficiaries of assigned account relationships or as requested by Relationship Managers. Create and conduct group investment educational sessions for businesses and organizations. Facilitate large‑scale portfolio rebalancing. Develop and maintain the division's intentional asset‑allocation strategies and investment models for each investment objective. Contribute to the design and execution of client financial plans. Qualifications Bachelor's Degree in business, finance, accounting, economics or equivalent work experience. Three years of job‑related experience in analyzing securities, managing investment portfolios in a fiduciary manner, and familiarity with trust functions and bank, legal and regulatory requirements. CFP®, CFA®, CPA, and/or other similar professional designation preferred or willingness to obtain. Benefits MidAmerica National Bank offers a competitive compensation and benefits package. MidAmerica National Bank is an equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, sex, national origin, disability status or protected veteran status. #J-18808-Ljbffr
$50 - $60 per hour
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$50 - $60 per hour
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$15 - $28 per hour
Hourly Wage: $15 - $28 per/hour *The actual hourly rate will equal or exceed the required minimum wage applicable to the job location. Additional compensation includes annual or quarterly performance incentives. Additional compensation in the form of premiums may...SuggestedHourly payMinimum wageFull timeTemporary workPart timeShift work- ...Strong communication and interpersonal skills. Ability to multitask and work in a fast-paced environment. Proficiency in Microsoft Office and computer application. Core Values & Culture Uphold MidAmerica National Bank's core values and service standards. Maintain a positive...Work at officeLocal area
- ...Demonstrates flexibility and adaptability Demonstrates ability to interact efficiently with banking software, as well as utilize common office applications including Word, Excel, Outlook, and related applications; willingness to learn new technologies Demonstrates...Work at officeWork from homeFlexible hours
$75k
...efficiency, quality, and revenue growth. Support pricing, segmentation, demand modeling, and forecasting to influence roadmap and investment priorities. Recommend improvements to enhance turnaround time (TAT), analytical consistency, data reliability, and compliance...Full timeMonday to Friday$17.15 per hour
...policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. 20) Maintains work area in an orderly manner. 21) This job description is not designed to cover or...Hourly payTemporary workWork at officeFlexible hours- ...culture is built on strong relationships, both inside and outside the office, fostering an environment where we support and challenge each... ...supportive team. As a part of our commitment to giving back, we invest heavily in our local community, particularly through the schools...Full timeInternshipWork at officeLocal areaWork from homeVisa sponsorshipFlexible hours
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