Job ID: 211689061
About the Role:
As a member of the DS Baker Advisors team, the primary role of the Investment Portfolio Manager is the investment responsibility for assigned client accounts – including asset allocation and security purchases. The Investment Portfolio Manager uses a structured approach to selection and retention of investments, while working closely with Trust and Financial Advisors to set portfolio goals. Due diligence is performed by the Investment Portfolio Manager through discussions with fund managers, client specialists, brokers, and other investment professionals with which the bank works closely. The Investment Portfolio Manager works closely with the Asset Management Division Manager as well as the Chief Investment Officer to provide leadership to the investment group while also pursing new business opportunities alongside other officers as needed.
Skills and Qualifications:
Education and Experience:
Graduation from a four-year college or university, preferably with a degree in finance, accounting, business or related field. Four to six years’ experience with investments in banking or finance environment. Experience and expertise to include knowledge in one or more areas of Asset Management, or any equivalent combination of education, experience, and training that provides the required knowledge and abilities to do the job. Preference of CTFA, CFA, CFP or CPA designations or JD degree.
About DS Baker Advisors:
This position is part of DS Baker Advisors, a team of specialists whose goal is to provide comprehensive financial services for all business and high net worth individual clients throughout their life journey. D.S. Baker Advisors take a client centered approach in meeting their diverse, individualized, and often transforming needs. D.S. Baker Advisors work together to meet the life journey goals of the client.
About Baker Boyer:
Baker Boyer is the oldest independently owned community bank in Washington. We are trusted financial advisors, serving the Walla Walla valley, Kennewick and Yakima communities, providing wealth management as well as personal and business banking services.
Physical Demands/Conditions Requirements:
The job tasks and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made as appropriate to enable individuals with qualified disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit, write, type, speak, & listen. The employee is occasionally required to stand, walk, reach, stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color and peripheral vision, depth perception and ability to adjust focus. Ability to sit at desk and work on computer.
Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Baker Boyer believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. This position description is designed to outline primary duties, qualifications and job scope, but not limit our employees nor the organization to adjust the work identified. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of the company.
Baker Boyer is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, disability or protected veteran status.
Location: Yakima, WAJob code: 3389