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1701 FT Wealth Advisory Chief Investment Officer - Evansville, IN

German American
life insurance, paid time off, paid holidays, 401(k)
United States, Indiana, Evansville
Nov 16, 2024

Job Title: 1701 FT Wealth Advisory Chief Investment Officer - Evansville, IN

Summary of Duties and Responsibilities:

As our Chief Investment Officer (CIO) in our Wealth Advisory Division, you will lead and inspire a team of portfolio managers, driving the development and execution of innovative investment strategies. Your expertise will shape our investment processes, policies, and risk management practices, ensuring optimal performance. You will play a pivotal role in developing and delivering timely capital markets and economic insights, upholding German American's reputation for excellence.

What You'll Do:

Day in the Life - Each day, you'll lead a team of talented portfolio managers, guiding them as they build sound investment processes and set both strategic and tactical asset allocation targets. Your focus on team development means you'll constantly invest in your people, fostering their professional growth and encouraging them to reach new heights.

You'll stay at the forefront of market trends, using your expertise to develop and refine investment strategies that align with our goals and drive informed investment decisions. Your research will uncover the opportunities that matter most, providing detailed explanations and contributing to our understanding of the economy and capital markets. Aligned with our investment philosophy and policies and identifying potential risks, you'll ensure our investment strategies remain robust and forward-thinking.

You will also develop strategic and tactical asset allocation recommendations and oversee the portfolio management process, ensuring strategies are communicated and implemented consistently across client portfolios. You'll analyze and monitor critical macroeconomic issues, assessing their potential impact on investment portfolios, and foster ideas for new investment product development.

On a regular basis, you'll chair investment strategy meetings, lead discussions in Investment Committee Meetings, and present performance reports to the Wealth Advisory Group Board. Additionally, you'll oversee the publication of research content, ensuring it supports both internal and external communications. Your relationship-building skills will shine as you engage in new business development opportunities, conduct due diligence reviews, and participate in client meetings. Your presence in key client meetings will be crucial, as you effectively convey our market views, investment philosophy, and strategies, positioning German American as a leader in the industry.

What it Takes:

Experience:

  • 10+ years professional experience in a leadership role within the investment management industry
  • Proven experience in leading and developing high-performing investment teams.

Education & Certifications:

  • Charted Financial Analyst designation preferred
  • Bachelor's degree required in Finance, Economics, Statistics, or other technical degree

Leadership & Management Skills:

  • Strong leadership capabilities coupled with a demonstrated ability to motivate and guide high performing teams
  • Excellent problem-solving skills and a proven ability to deliver effective presentations to various audiences
  • Experience in building policies, procedures, and process around departmental strategies

Industry Knowledge:

  • Deep understanding of the macroeconomic environment and its impact on portfolio risk exposures
  • Experience in both fixed income and equities , as well as multi-asset portfolio construction

Communication Skills & Organizational Skills:

  • Strong organization and time management skills with ability to multi-task

Bonus Points:

  • Bilingual/Multilingual

What we can offer you:

  • Medical, dental, vision, STD, LTD, Life insurance, etc.
  • 25 days paid time off, 11 paid holidays and bereavement leave
  • Educational assistance program
  • Wellness benefits
  • Life event coverage
  • Paid parental bonding leave
  • Service awards
  • Financial benefits including 401(k) match, stock purchase plan and more
  • National and local discounts on everything from computers and vacations to phones and retail shopping.
  • Logo wear discounts
  • Free checking account, checks and discounted bank services

This position will be located at:

Wealth Advisors Downtown Evansville


21 SE 3rd St
Evansville, Indiana, 47708
United States

About Us:

German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.

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