Specialty Asset Manager, Level 4

Role Overview

• Manages a specialty asset portfolio within the Asset Management Group client trust and agency accounts.
• Provides expert advice and counsel in one of the following types of portfolios: loans and liabilities; farms, ranches, and timber; real estate; natural resources, private equity, or personal property.
• Responsible for the management, analysis, retention, development, and growth of these portfolios.
• Background specific to portfolio type is essential.

Requirements

• Five to eight years of experience in asset management and/or property management
• Five to eight years of experience in (specific asset type)
• CPM(R)
• CCIM preferred
• Thorough knowledge of portfolio management, administration, and portfolio analysis/risk management
• Thorough knowledge of fiduciary principles and the implications of financial and estate planning on asset strategies
• Strong analytical, mathematical and problem-solving skills
• Ability to identify and resolve moderate problems with minimal guidance
• Excellent interpersonal, verbal and communication skills
• Good negotiation and client management skills
• Well-developed customer service/relations skills

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law