Associate Portfolio Manager

CENTRAL BANCOMPANY, INC. • Clayton, MO

8h

About The Position

Central Trust Company provides world class “fee-only” wealth management
solutions, including investment management, fiduciary services, financial,
estate and tax planning services; all free from conflicts of interest. We
pride ourselves on providing legendary client service, being mindful of our Midwest
values and never forgetting our roots, dating back to 1902.

Job Summary
The Associate Portfolio Manager works directly with Portfolio Managers to
develop and implement strategies that address clients’ investment, financial,
insurance, tax, estate planning needs, and more. The Associate Portfolio Manager
works closely with other Advisors to provide advice on all aspects of the client
relationship. This role is responsible for investment management, assisting with
new business development, and client retention. A successful Associate Portfolio
Manager will be an attentive listener, clear communicator, and driven to grow
personally and professionally.

Requirements

• Team oriented
• Ability to adapt and prioritize quickly
• Detail oriented
• Effective oral and written communication
• Problem Solving
• Bachelor’s Degree Required
• 3+ years of industry experience – Preference for relevant experience operating in portfolio management, research & analysis and/or client facing wealth management roles.
• Intent to obtain Chartered Financial Analyst (CFA®) designation and/or Certified Financial Planner (CFP®) credential.

Responsibilities

• Trade client accounts in accordance with company guidelines, and best practices.
• Complete assigned compliance reviews
• Support and partner with senior advisors in portfolio management through investment analysis, trading, reporting and compliance documentation.
• Assist in updating and maintaining digital reporting and tools suite for portfolio management team.
• Develop experience in managing client relationships while operating under the mentorship and supervision of senior team members.
• Assist teams in financial planning, performance reporting, investment research and ad hoc client requested deliverables.
• Pursue opportunities for civic, community and professional groups involvement.

What This Job Offers

• Job Type: Full-time