Investment Portfolio Manager III

Busey Bank
$160,000.00 - $205,000.00 / yr
life insurance, paid time off, 401(k), profit sharing
United States, Arizona, Phoenix
Jan 26, 2026
Position Summary The Portfolio Manager maintains responsibility for managing the client's investment strategy. Working with the Busey Advisory Team, the Portfolio Manager will help develop an investment strategy and manage the client's investment portfolio according to the established goals and objectives for the client, and in accordance with all internal and regulatory investment and fiduciary guidelines. The Portfolio Manager will also provide proactive portfolio monitoring and oversight, in conjunction with Busey's Investment Strategies Team. Regular communication with clients regarding latest market developments, investment positioning and investment performance will also be the responsibility of the Portfolio Manager. Duties & Responsibilities Customer Service - Adheres to The Busey Promise service standards and executed through Busey's vision of Service Excellence in order to anticipate and exceed the needs of our customers, both internal and external. People Management - Clarifies communicates performance expectations; provides ongoing behavioral feedback and guidance on job performance; provides opportunities and gives recognition; listens and keeps others informed; creates an enjoyable, supportive work environment; confronts problems, exercises discipline and resolves conflict fairly and constructively; models integrity and builds trust; delegates responsibility as appropriate; and effectively makes decisions and sets goals. Team Management - Assuming a leadership role in helping others achieve excellent results. Business Acumen - Using an understanding of business issues, processes, and outcomes to enhance business performance. Results Driven - Monitors performance and maintains a sense of urgency to drive results. Fostering Innovation - Developing, sponsoring, or supporting the introduction of new and improved methods, products, procedures, or technologies. Functional Knowledge and Technical Skills - Skilled in job-specific knowledge that is necessary to provide the appropriate quantity and quality of work in a timely and efficient manner. Accountability - Work behaviors demonstrate responsible personal and professional conduct, which contributes to the overall goals and objectives of Busey. Interpersonal Relations (Teamwork) - Interacts effectively with others to establish and maintain smooth working relations. Forward Thinking - Anticipating the implications and consequences of situations and taking appropriate action to be prepared for possible contingencies. Attention to Detail - Working in a conscientious, consistent, and thorough manner. Written Communication - Communicating ideas and information in writing to ensure that information and messages are understood and have the desired impact. Oral Communication - Communicating ideas and information verbally to ensure that information and messages are understood and have the desired impact. Education & Experience Knowledge of: Proven decision making, sales and negotiating skills Well-developed problem solving and decision making Clear communication skills, particularly in explaining financial principles and concepts Strong attention to detail Portfolio management and trading software Investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces Investment terminology, the laws and regulations governing trust investments and taxation, as well as the bank's investment policies, procedures and strategies Ability to: Assist in client prospecting efforts by coordinating competitive analysis, communicating investment story and making points of differentiation/value Attend client meetings to communicate market developments, investment strategy and investment performance Attend and participate in local region's client events & activities Education and Training: Bachelor's degree in Accounting, Finance or related field; CFA or CFP required 7+ years of investment management experience Proven track record of strong, risk-adjusted investment performance and evidence of delivering research and/or investment ideas that contribute to superior, risk adjusted results Compensation and Benefits Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $160,000 - $205,000 annually) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.