Who We Are

Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for ten consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.

What We Do

Responsible for managing, evaluating, and monitoring key or complex investment portfolios. Reviews goals and develops investment strategies that will attain and support objectives with acceptable risk. Considers legal and tax impact of investment decisions. Monitors daily investment activities to be aware of maket changes. Accountable for determining investment strategy, analyzing alternative investments, and recommending appropriate investments. Prepares reports on investment transactions and status for submission to management.

What You'll Do

• Manages investment portfolios per client / corporate objectives and company policies and guidelines.
• Serves as the primary point of contact for clients within investment management agency accounts
• May work directly with clients; meeting with and explaining investment strategy and performance; creating client or prospect meeting materials; and/or generating client financial plans
• Drives business development
• Provides technical investment expertise in new business development.
• Monitor investment management account activities ensuring compliance with established policies, procedures, rules and regulations
• Obtains appropriate documentation on accounts
• Complies with applicable company policies and procedures, as well as federal and state laws and regulations

WHAT YOU'LL BRING

Required Education, Experience, Certification/Licensure

• Bachelor’s Degree required, Post Graduate degree preferred (CFA or MBA)
• Minimum 7-9 years professional experience with significant degree of technical knowledge and considered an expert in their field.

KNOWLEDGE, SKILLS, AND ABILITIES (KSAs)

• Significant and deep specialized knowledge of financial markets.
• Strong communication skills including presentation skills
• Specific knowledge of technology including ADDvantage, Investor’s View, PowerPoint, Excel, and Salesforce is generally required.

Pay Range: $129,300.00 - $172,300.00 Annually

 

This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.

 

What We Offer

By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it’s the right thing to do, but also because it’s the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.

Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.