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MidAmerica National Bank, a locally owned financial institution in central Illinois, has an excellent opportunity for an experienced professional to join our Trust and Wealth Management Group as an Investment Officer in Fulton County. This position is responsible for overseeing the entire investment management process for the Trust and Wealth Management Division, staying current on investment, market, and economic conditions, and coordinating the investment activities of the Relationship Managers.

<p style="line-height:normal"><strong>JOIN A GROWING MIDAMERICA NATIONAL BANK TEAM!</strong></p><p style="line-height:normal">MidAmerica National Bank, a locally owned financial institution in central Illinois, has an excellent opportunity for an experienced professional to join our Trust and Wealth Management Group as an Investment Officer in Fulton County. Established in 1933, MidAmerica National Bank provides financial services to local communities through our offices located in Fulton, McDonough, and Marshall counties. We pride ourselves in making a positive impact on our customers and in our communities. </p><p style="line-height:normal">We are currently accepting applications/resumes in Fulton County for an Investment Officer. This position is responsible for overseeing the entire investment management process for the Trust and Wealth Management Division, staying current on investment, market, and economic conditions, and coordinating the investment activities of the Relationship Managers. </p><p style="line-height:normal">The Investment Officer must demonstrate exceptional patience, maintaining composure under pressure, and exercising sound judgment. Accuracy and attention to detail are essential to ensure all work is performed thoroughly and correctly. A strong client-oriented approach is required, balancing client needs with adherence to company policies and procedures. The role demands financial aptitude, including the ability to interpret and explain economic and accounting information, manage budgets, and make prudent long-term investment decisions. Effective oral and written communication skills are critical for conveying complex information clearly and concisely. The position requires strong problem-solving and analytical abilities to proactively address challenges and develop effective solutions. Building and maintaining relationships with clients and colleagues is a key component, supported by interpersonal skills that foster collaboration and trust. Candidates must possess a solid foundation in accounting principles and practices, as well as comprehensive knowledge of investment instruments and their associated risks and rewards.</p><p style="line-height:normal"><strong>Principal Duties and Responsibilities:</strong></p><ul><li style="line-height:normal">Work with Relationship Managers, Financial Planners, and Wealth Management Administrators/Assistants on their investment management responsibilities for their assigned account relationships.</li><li style="line-height:normal">Develop and maintain the individual equity, mutual fund, and exchanged-traded guidance and focus lists and monitor quality and ratings of fixed income securities. </li><li style="line-height:normal">Prepare and conduct presentations to institutional and individual clients on investment performance and economic and market conditions. </li><li style="line-height:normal">Review investment performance reports and communicate results to Relationship Managers and clients.</li><li style="line-height:normal">Participate in meetings and presentations with owners or beneficiaries of assigned account relationships or as requested by Relationship Managers. </li><li style="line-height:normal">Create and conduct group investment educational sessions for businesses and organizations. </li><li style="line-height:normal">Facilitate large scale portfolio rebalancing. </li><li style="line-height:normal">Develop and maintain the division's intentional asset allocation strategies and investment models for each investment objective.</li><li style="line-height:normal">Contribute to the design and execution of client financial plans. </li></ul><p style="line-height:normal"><strong>Qualifications and Requirements:</strong></p><ul><li style="line-height:normal">Bachelor's Degree in business, finance, accounting, economics or work equivalent.</li><li style="line-height:normal">Three years of job-related experience in analyzing securities, managing investment portfolios in a fiduciary manner, and familiarity with all trust functions and bank, legal and regulatory requirements. </li><li style="line-height:normal">CFP®, CFA®, CPA, and/or other similar professional designation preferred or willing to obtain.</li></ul><br/><p style="line-height:normal">MidAmerica National Bank offers a competitive compensation and benefits package.</p><p style="line-height:normal"><strong>Qualified candidates should complete an application and submit a resume' online. </strong></p><p style="line-height:normal"><strong>No phone calls please.</strong></p><br/><p style="text-align:center;line-height:normal">MidAmerica National Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, sex, national origin, disability status or protected veteran status.</p><p><br/><br/></p>

MidAmerica National Bank

Investment Officer

Accounting

Administrative Skills

Analysis Skills

Budget Management

Certified Public Accountant (CPA)

Chartered Financial Analyst (CFA)

Communication Skills

Customer Relations

Customer Relationship Management (CRM)

Detail Oriented

Develop and Maintain Customers

Economics

Fiduciary

Finance

Financial Management

Financial Planning

Financial Services

Fixed Income Investments

Interpersonal Skills

Investment Analysis

Investment Management

Investment Reporting

Investment Strategy

Legal

Mutual Funds

Performance Analysis

Presentation/Verbal Skills

Problem Solving Skills

Quality Monitoring

Regulatory Requirements

Team Player

Wealth Management

Writing Skills

Talent Acquisition

Military Leave

Paid Sick Days

Parking

Performance Bonus

Prescription Drug Coverage

Professional Development

401K

Stock Options

Employee Referral Program

Flexible Spending Accounts

Employee Events

Retirement / Pension Plans

Tuition Reimbursement

Work From Home

Game Rooms

Life Insurance

Merchandise Discounts

ADAPTED_NOW

This approach rises from and is supported by our talented, ethical and smart team of employee owners united around a single purpose: to work alongside our customers and partners when they need us, in unexpected ways, with exceptional results. Our goal is to attract, develop and retain the best employee talent from diverse backgrounds while promoting an environment where all viewpoints are valued and individuals feel respected, are treated fairly, and have an opportunity to excel in their chosen careers.

YEAR

<div><h1><b><u>About Us </u></b></h1><h3>We’re not like other insurance companies. From our specialty products to our business model, our culture to our results — we’re different. Different is who we are, and how we work, interact, deliver and succeed together. Creating a different and better insurance experience doesn’t just happen. It takes focus and a shared passion for going beyond the expected to forge relationships and deliver care that makes a difference. This approach rises from and is supported by our talented, ethical and smart team of employee owners united around a single purpose: to work alongside our customers and partners when they need us, in unexpected ways, with exceptional results. Apply today to make a difference with us. </h3><p style="text-align:inherit"/><h3>RLI is a Glassdoor Best Places to Workcompany with a strong, successful background. For decades, our financial track record has been stellar — a testament to our culture and validation of our reputation as an excellent underwriting company.</h3><p style="text-align:inherit"/><p style="text-align:inherit"/><h1><b><u>Position Purpose</u></b></h1><h3>Under occasional supervision, perform investment and financial accounting activities to support accurate and timely financial reporting. This role is responsible for investment-related accounting, reporting and analysis, and supports general accounting functions including expense management, budgeting and forecasting. Ensures compliance with statutory and GAAP accounting requirements related to investments, including research and application of new accounting guidance.</h3><h1><b><u>Principal Duties & Responsibilities</u></b></h1><ul><li><h3>Perform investment accounting activities, including preparation, review and analysis of monthly, quarterly and annual schedules and supporting exhibits.</h3></li><li><h3>Maintain investment accounting policies and procedures; research and implement new accounting guidance.</h3></li><li><h3>Prepare and review account reconciliations to ensure accuracy and completeness.</h3></li><li><h3>Support expense management processes, including monitoring, analyzing and reporting.</h3></li><li><h3>Assist with budgeting and forecasting, including variance analysis.</h3></li><li><h3>Analyze financial results and provide variance and root cause explanations.</h3></li><li><h3>Identify and implement process improvements to increase efficiency and consistency.</h3></li><li><h3>Participate in or lead special projects, as assigned.</h3></li><li><h3>Provide guidance and support to less experienced team members.</h3></li></ul><h1><b><u>Education & Experience</u></b></h1><ul><li><h3>Bachelor’s degree in accounting, finance or a related field</h3></li><li><h3>CPA a plus</h3></li><li><h3>4+ years of related experience</h3></li><li><h3>[OR] equivalent level of education and experience</h3></li></ul><h1><b><u>Knowledge, Skills, & Competencies</u></b></h1><ul><li><h3>Experience with investment accounting preferred</h3></li><li><h3>Experience with insurance investment accounting systems (e.g., CAMRA, Singularity, Clearwater, Bloomberg) a plus</h3></li><li><h3>Strong analytical and problem-solving skills, including ability to research and apply investment accounting guidance</h3></li><li><h3>Proficiency in Microsoft Excel and ability to work with large datasets</h3></li><li><h3>Effective written and verbal communication skills, with ability to present findings to management</h3></li><li><h3>Ability to exercise sound judgment, pay attention to detail and manage multiple priorities</h3></li></ul><p style="text-align:inherit"/><p style="text-align:inherit"/><h1><b><u>Compensation Overview</u></b></h1><h3>The base salary range for the position is listed below. Please note that the base salary is only one component of our robust total rewards package at RLI. The salary offered will take into account a number of factors including, but not limited to, geographic location, experience, scope & responsibilities of the role, qualifications/credentials, talent availability & specialization, as well as business needs. The below range may be modified in the future.</h3><h2><b><u>Base Pay Range</u></b></h2>$85,486.00 - $124,595.00<p style="text-align:inherit"/><p style="text-align:inherit"/><h1><b><u>Total Rewards</u></b></h1><h3>At RLI, we're all owners. We hire the best and the brightest employees and allow them to share in the company's success through our Total Rewards. With the Employee Stock Ownership plan at its core, the Total Rewards program includes all compensation, benefits and perks that come with being an RLI employee.</h3><p style="text-align:inherit"/><h2><b><u>Financial Incentives</u></b></h2><ul><li><h3>Annual bonus plans</h3></li><li><h3>Employee stock ownership plan (ESOP)</h3></li><li><h3>401(k) — automatic 3% company contribution</h3></li><li><h3>Annual 401k and ESOP profit-sharing contributions (Up to 15% of eligible earnings)</h3></li></ul><p style="text-align:inherit"/><h2><b><u>Work & Life</u></b></h2><ul><li><h3>Paid time off (PTO) and holidays</h3></li><li><h3>Paid volunteer time off (VTO) to support our communities</h3></li><li><h3>Parental and family care leave</h3></li><li><h3>Flexible & hybrid work arrangements</h3></li><li><h3>Fitness center discounts and free virtual fitness platform</h3></li><li><h3>Employee assistance program</h3></li></ul><p style="text-align:inherit"/><h2><b><u>Health & Wellness</u></b></h2><ul><li><h3>Comprehensive medical, dental and vision benefits</h3></li><li><h3>Flexible spending and health savings accounts</h3></li><li><h3>2x base salary for group life and AD&D insurance</h3></li><li><h3>Voluntary life, critical illness, & accident insurance for purchase</h3></li><li><h3>Short-term and long-term disability benefits</h3></li></ul><p style="text-align:inherit"/><h1><b><u>Personal & Professional Growth</u></b></h1><h3>RLI encourages its employees to pursue professional development work in insurance and job-related areas. We make a commitment to employees to provide educational opportunities that help them enhance their skills and further their career advancement. RLI fosters a true learning culture and encourages professional growth through insurance courses, in-house training and other educational programs. RLI covers the cost for most programs and employees typically earn a bonus upon successful completion of approved courses and certifications. Our personal and professional growth benefits include:</h3><ul><li><h3>Training & certification opportunities</h3></li><li><h3>Tuition reimbursement</h3></li><li><h3>Education bonuses</h3></li></ul><p style="text-align:inherit"/><h1><b><u>Diversity & Inclusion</u></b></h1><h3>Our goal is to attract, develop and retain the best employee talent from diverse backgrounds while promoting an environment where all viewpoints are valued and individuals feel respected, are treated fairly, and have an opportunity to excel in their chosen careers. We actively support, and participate in, initiatives led by the American Property Casualty Insurance Association that aim to increase diversity in the insurance industry. Cultivating an exceptional and diverse workforce to deliver excellent customer service reinforces our culture and is a key to achieving superior business results.</h3><p style="text-align:inherit"/><h3>RLI is an equal opportunity employer and does not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender, marital status, sexual orientation, age, disability, veteran status, or any other characteristic protected by federal, state, or local law.</h3></div>

<p>RLI is a U.S.-based specialty insurer that serves niche property, casualty and surety markets. We provide peace of mind to the customers we serve by safeguarding their assets and helping them manage risk. We hire smart, ethical people, make them owners of the business and give them the freedom to succeed. These are the principles that drive our success, and they’re the reasons we have been successful for more than 50 years.</p>
<p>We believe in a different way of doing business and RLI is not what you’d expect from a typical insurance company. Our creative and collaborative workplace is cultivated by employee owners empowered to make good decisions for customers and the business.</p>

RLI Insurance Company

Lead Accountant – Investments & Financial Accounting

Investment Jobs in Normandale, IL

Investment Jobs in Normandale, IL

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Investment Jobs in Normandale, IL

Investment Officer MidAmerica National Bank

Lead Accountant – Investments & Financial Accounting RLI Insurance Company

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