Portfolio Manager I - (Fort Wayne, IN)

iAB Financial Bank is currently seeking a Portfolio Manager I. Assignments include research, analytics and construction of investment portfolios. Assists in dertermining overall investment strategy for the Wealth Management Department.Consults with clients to develop relationship investment strategy, monitors investments and implements portfolio changes. Prepares investment performance reports, client correspondence and presentation materials. Stays apprised of global market and investment industry developments. Confers with tax attorneys and accountants to determine appropriate investment decisions. Leverages partnerships to develop sales opportunities.