Text "2064" to (309) 322-9911 to apply.

Wage Range: Min: $50,048, Mid: $63,352, Max: $76,656

A Brief Overview

The Asset Management and Trust Services (AMTS) Portfolio Management Specialist II helps deliver comprehensive wealth management solutions by leveraging the existing portfolio management process. The AMTS Portfolio Management Specialist II reports to the Director of Portfolio Management & Financial Planning, who provides a moderate level of supervision. Additionally, the AMTS Portfolio Management Specialist II works alongside Portfolio Manager(s), Portfolio Management Specialist(s), Financial Planning Specialist(s), and Wealth Advisor(s). The primary objective is to execute established portfolio management processes efficiently.

What you will do

• Utilize technology platforms to update existing portfolio monitoring tools
• Maintain model portfolio allocation and performance data
• Monitor trading group inbox for trade requests and investment objective statement updates
• Execute mutual fund, individual stock, and individual bond trades for client accounts
• Complete monthly regulatory account reviews
• Assist Wealth Advisors with client and prospect projects

Other Qualifications/Requirements

• Intermediate to advanced proficiency in Microsoft Excel, Morningstar Direct, FactSet, and experience in Trust Accounting Software (including trade execution).
• Bachelor’s Degree Finance and Less Than 1 Year Portfolio Management, Financial Services Preferred or equivalent combination of education and experience
• Chartered Financial Analyst (CFA) Program Level I, II, or III Candidate Preferred

Who We Are

Heartland Bank and Trust Company is headquartered in Bloomington, Illinois. With 70+ locations throughout Illinois and Eastern Iowa, Heartland continues to grow and is committed to preserving strong ties to our communities, customers, employees, and shareholders.

Heartland Bank’s mission is to “create value for the customer, earn a profit for the Bank, and have fun doing it!” At Heartland, employees have the opportunity to make a difference every day.

What We Offer

At Heartland Bank, we offer a competitive benefits package to provide you with peace of mind. Click here to learn more about what benefits we have to offer.

Physical Demands

• Regularly: Sitting, Feeling/Touching, Talking, Hearing, Vision - close peripheral, depth
• Frequently: Standing, Walking, Grasping/Reaching - with arms and hands, Repetitive Motions
• Occasionally: Climbing and/or Balancing, Stooping, Kneeling, Crouching, and/or Crawling, Lifting (30 lbs.)

Equal Opportunities and Accommodations Statement

Heartland Bank is deeply committed to creating a workplace where inclusion is not only valued but prioritized. We’re proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, family status, marital status, sexual orientation, national origin, genetics, disability, age, or any other non-merit based or legally protected grounds.

Salary Disclaimer

The salary range represents the range of possible compensation at the time of posting. Heartland Bank considers several factors when extending an offer, including but not limited to, the role and associated responsibilities, a candidate’s work experience, education/training, key skills, and internal equity.

The salary range minimum, midpoint, and maximum listed above represent a full range of career compensation growth over time in this position and pay grade. Starting pay typically starts between minimum and midpoint upon hire. The Bank offers compensation growth opportunities within its career architecture.