Investment Manager jobs in Lexington, KY

Investment Manager manages overall bank's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Being an Investment Manager measures and evaluates return on investment and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Manager typically reports to a head of a unit/department. The Investment Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be an Investment Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)

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TRUST INVESTMENT ADVISOR
  • Careers at Stock Yards Bank & Trust Co.
  • Lexington, KY FULL_TIME
  • As a Trust Investment Advisor, your day will be filled with opportunities to direct the investment needs and goals of assigned investment management and trust accounts. Experience in investments with business development skills is important while Stock Yards Bank will provide a professional environment to continually improve the candidate’s skills and to further his/her career goals for advancement within the banking profession.  Our past accomplishments and continued future successes are directly attributed to the individual success of our employees.  

    Responsibilities 

    Daily responsibilities include, but are not limited to, the following: 

    • Participate in asset allocation of assigned customer portfolios
    • Evaluate alternative investments
    • Responsible for investment management of assigned accounts, monitoring and review
    • Member of the Trust Investment Committee
    • Participate in security selection process
    • Communicate investment results to clients
    • Responsible for new business development calls
    • Develop new and additional business among existing trust clients 

        Job Requirements 

        The successful candidate will have the following qualifications: 

        • BS/BA in business finance or related field
        • Minimum of 3 years experience in investments
        • Proven ability to successfully interact with clients
        • Proven business development skills
        • Professional appearance and demeanor
        • Excellent communication skills
        • Broad knowledge of the equity and fixed income markets
        • CFP or CFA designation preferred

        Benefits

        • 401(k) with a company match of up to 6%
        • ESOP employer match
        • Medical insurance
        • Dental insurance
        • Vision insurance
        • Cancer / Disease insurance
        • Accident insurance
        • Flexible Spending Accounts
        • Health Savings Accounts
        • Bank paid Life / AD& D insurance
        • Voluntary Life / AD&D insurance
        • Bank paid Short-Term and Long-Term Disability insurance
        • Employee Stock Purchase Plan
        • Employee Assistance Program

        Physical Requirements

        The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

        This position requires sitting the majority of the time with limited walking and standing. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.

      • Just Posted

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      TRUST INVESTMENT ADVISOR
      • Stock Yards Bank and Trust
      • Lexington, KY FULL_TIME
      • As a Trust Investment Advisor, your day will be filled with opportunities to direct the investment needs and goals of assigned investment management and trust accounts. Experience in investments with ...
      • Just Posted

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      Real Estate Investment Representative/Acquisitions Agent
      • Rebuilt
      • Lexington, KY FULL_TIME
      • About Your Role: Simply put, our Real Estate/Acquisition Agent are the dealmakers of Rebuilt. You own the property acquisition’s role in your market by meeting directly with dozens of buyers and selle...
      • 18 Days Ago

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      Real Estate Investment Representative/Disposition Agent
      • Rebuilt
      • Lexington, KY FULL_TIME
      • About Your Role: Simply put, our Real Estate Investment Representative/ Disposition Agents are the matchmakers of Rebuilt. You own the disposition role by managing deals between sellers and investors ...
      • 18 Days Ago

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      Manager
      • Subway - 72412-0
      • Danville, KY FULL_TIME
      • As part of the Subway® Team, you as a Manager will focus on eight main things: Providing an excellent guest experience Ensuring that great food is prepared & servedKeeping our restaurants functional, ...
      • 14 Days Ago

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      Manager
      • Subway - 54743-0
      • Georgetown, KY FULL_TIME
      • As part of the Subway® Team, you as a Manager will focus on eight main things: Providing an excellent guest experience Ensuring that great food is prepared & servedKeeping our restaurants functional, ...
      • 14 Days Ago

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      0 Investment Manager jobs found in Lexington, KY area

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      CenterWell - Nurse Practitioner - Richmond Road
      • Centerwell
      • Lexington, KY
      • **Become a part of our caring community and help us put health first** Humana's Primary Care Organization is one of the ...
      • 4/24/2024 12:00:00 AM

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      Call Center Representative
      • Fidelity Investments
      • Lexington, KY
      • Job Description: Customer Relationship Advocate Career Development Experience Join our team of Customer Relationship Adv...
      • 4/23/2024 12:00:00 AM

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      Experienced Financial Advisor
      • Cetera Financial Group
      • Lexington, KY
      • Help your clients follow their dreams, while you create a stronger future for yourself as a financial representative wit...
      • 4/22/2024 12:00:00 AM

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      2021-2024 Undergraduates, Customer Relationship Advocate- Covington, KY
      • Fidelity Investments
      • Lexington, KY
      • Job Description: Customer Relationship Advocate Career Development Experience Join our team of Customer Relationship Adv...
      • 4/22/2024 12:00:00 AM

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      Entry-Level Customer Service
      • Fidelity Investments
      • Lexington, KY
      • Job Description: Customer Relationship Advocate Career Development Experience Join our team of Customer Relationship Adv...
      • 4/22/2024 12:00:00 AM

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      Chief Transformation Officer
      • The Judge Group
      • Frankfort, KY
      • My name is Lee, I’m a recruiter with The Judge Group. I am currently placing a qualified applicants in a Chief Transform...
      • 4/21/2024 12:00:00 AM

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      Experienced Financial Advisor
      • Cetera Financial Group
      • Lexington, KY
      • Help your clients follow their dreams, while you create a stronger future for yourself as a financial representative wit...
      • 4/21/2024 12:00:00 AM

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      Office Manager
      • Equity Advisors of Kentucky Inc
      • Lexington, KY
      • Job Title: Office Manager Employee Status: FT Department: Office and Administration FLSA Status: Non-Exempt OFFICE MANAG...
      • 4/20/2024 12:00:00 AM

      Lexington, consolidated with Fayette County and often denoted as Lexington-Fayette, is the second-largest city in Kentucky and the 60th-largest city in the United States. By land area, Lexington is the 28th largest city in the United States. Known as the "Horse Capital of the World," it is the heart of the state's Bluegrass region. It has a nonpartisan mayor-council form of government, with 12 council districts and three members elected at large, with the highest vote-getter designated vice mayor. In the 2017 U.S. Census Estimate, the city's population was 321,959, anchoring a metropolitan are...
      Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
      Income Estimation for Investment Manager jobs
      $100,277 to $179,424
      Lexington, Kentucky area prices
      were up 1.2% from a year ago

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      Similarly, the investor will pay the same level of fees even when their portfolio underperforms, but they do keep more of the winnings when the manager outperforms.
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      Investment managers manage investment portfolios and operate under the government’s securities legislation.
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