JUNIOR PORTFOLIO MANAGER
FULL-TIME
JOIN OUR TEAM!
If you are looking for a rewarding career opportunity in a professional and fun work environment, look no further than WoodTrust! We value every associate and appreciate the importance each individual role contributes to our success.
We are currently seeking a motivated, detail-oriented person for a Junior Portfolio Manager position in our Investment Management and Trust department.
WHY WE’RE DIFFERENT
Did You Know? At over $7 billion in client assets under management and $700 million in bank assets, WoodTrust is one of the largest privately owned, full service financial institutions headquartered in central and northern Wisconsin, serving individual, family, corporate and not-for-profit customers in 35 states. With an acute focus on our core value, the customer is #1, WoodTrust has succeeded as a quality, community-focused financial institution since its founding in 1891.
In addition to our pursuit of life-time customers, we seek to provide associates an environment that allows them to learn, grow and succeed with an emphasis on hiring for the long-term and incentivizing teammates to spend the duration of their careers with WoodTrust. If you are interested in a career in financial services, want to work with fun and talented professionals, and grow with a private, family-owned organization, you would be a great fit for our team!
A DAY IN THE LIFE OF A PRIVATE TRUST OFFICER
As a Junior Portfolio Manager, you will:
- Assist senior Portfolio Managers with client-related projects, asset allocation monitoring, account rebalancing, account trading, transaction processing and prospecting
- Coordinate, develop and maintain customized presentation materials for internal and external use
- Monitor corporate actions, corporate litigations, proxy-voting, in-out of balance monitoring, security pricing and worthless/non-transferrable securities
- Assist in the creation of written client communication materials
The candidate for this position should have an interest in client service, investment communication, investment account management and securities trading. Education or past experience should reflect this interest.
The Junior Portfolio Manager will report directly to our Director of Research and will have significant interaction with the firm’s Investment Committee, Research Committee and client service team.
EDUCATION AND EXPERIENCE
- A Bachelor’s Degree in Finance, Business or Economics is preferred
- 1-3 years of experience in an investment capacity is preferred (internships considered)
- Proficiency with the Microsoft Office suite (Excel and PowerPoint, specifically)
OTHER SKILLS AND ABILITIES
Attention to detail, a high degree of accuracy and the ability to multi-task are essential to this position as well as a solid understanding of math concepts, good written communication skills and a desire to solve problems. Other beneficial qualities include assertiveness, the ability to make timely decisions as well as take and give good direction.
Must enjoy people and be willing and eager to interact pleasantly with customers and fellow associates alike. Must understand the team concept and be able to function as a member of a team as the team works towards a common goal. It is essential to observe the strictest confidentiality on the subject of accounts and activities of any kind dealing with the bank.
WHY JOIN OUR TEAM?
WoodTrust strives to be an employer of choice, placing a major emphasis on personal and professional development. This position will require the person to work a minimum of 40 hours per week. We offer competitive pay, a full benefit package including medical, dental, vision, vacation, sick leave and a generous 401(k) matching program along with a performance-based annual bonus opportunity.
Please submit your application and resume by email to jobs@woodtrust.com or in person at one of our seven branch locations in Wisconsin Rapids, Plover, Wausau, and Manitowish Waters.
Please submit your resume by email to jobs@woodtrust.com or in person at one of our branch locations in Wisconsin Rapids, Plover or Wausau, WI.
WoodTrust is an Equal Opportunity Employer.
