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Mortgage & Banking

Our client is looking for a well-organized Investment Officer to join their team! If you desire to help others, understand investment policies and guidelines, have excellent communication skills, and have a strong work ethic, this could be your role!

Responsibilities:

  • Implement and utilize effective and well-organized investment processes
  • Assist with investment recommendations based on thorough research and analysis
  • Organize regular investment reports and reviews, including quantitative and qualitative portfolio studies
  • Perform regular administration duties of investment files
  • Help manage and uphold current client relationships

Requirements:

  • Bachelor’s degree in accounting, finance, or economics
  • 2+ years of financial services experience
  • Strong understanding of wealth management and trust.
  • CFA or other advanced certification preferred
  • Ability to communicate effectively and in a professional manner

Work Model:

  • 8:00AM – 5:00PM
  • Monday Friday
  • On-Site

Interested and qualified applicants can contact Joye Moore at (319) 449-1200 or email Joye at jmoore@thepalmergroup.com.

Ref: JOB-37005

Joye Moore

Senior Recruiter

jmoore@thepalmergroup.com

(319) 449-1200

8710 Earhart Lane SW Suite 8, Cedar Rapids, IA 52404


    • Job type: Direct Hire
    • Location: Moline, Illinois
    • Date posted:
    • Salary:$45000 - $70000