Junior Portfolio Manager

American National Bank of Texas • Richardson, TX

13h

About The Position

The Junior Portfolio Manager will be responsible for providing support to their
assigned Financial Advisor/ Portfolio Manager. Individuals in this role will
typically cover a broad range of responsibilities, including account openings,
Support in daily activities and administration of accounts.  Other
responsibilities include:

Manages accounts, ensuring complete and accurate documentation and compliance
with governing documents, Bank policies and state and federal laws.
Builds and maintains relationships with clients through responding to client
needs, identifying cross-sell opportunities, and reaching out to potential
clients.
Participates in the planning, researching, and implementation of special
projects.
Coordinates activities such as client communications, discretionary
distributions, cash management, investment management, holistic annual
account reviews and maintains appropriate records.
Works closely with attorneys, accountants and bank relationship managers to
develop new referral sources and new account opportunities.
May assist with conducting all aspects involved with managing portfolios,
including executing all trades, maintaining investment action plans,
monitoring and addressing overdrafts, conducting Reg 9 investment reviews,
and documenting account activities and client interaction.
Works closely with management and/or independently to plan, facilitate, and
carry out team initiatives, including business development, team building,
and policy or process changes.

Requirements

• Bachelor’s degree or equivalent educational/work experience preferred.
• 5-8 years of relevant experience.
• Strong written communication skills to create detailed, yet concise reports, and good verbal communication skills to interact with clients and give presentations.
• Analytical skills to interpret complex financial information.
• Decision making skills to respond to market conditions and take decisive action when needed.
• Working knowledge of Microsoft Office Suite; basic keyboarding and calculator skills; must be able to perform basic math and carry out written instructions.
• Work occasionally requires more than 40 hours per week to perform the essential functions of the position.

Responsibilities

• Manages accounts, ensuring complete and accurate documentation and compliance with governing documents, Bank policies and state and federal laws.
• Builds and maintains relationships with clients through responding to client needs, identifying cross-sell opportunities, and reaching out to potential clients.
• Participates in the planning, researching, and implementation of special projects.
• Coordinates activities such as client communications, discretionary distributions, cash management, investment management, holistic annual account reviews and maintains appropriate records.
• Works closely with attorneys, accountants and bank relationship managers to develop new referral sources and new account opportunities.
• May assist with conducting all aspects involved with managing portfolios, including executing all trades, maintaining investment action plans, monitoring and addressing overdrafts, conducting Reg 9 investment reviews, and documenting account activities and client interaction.
• Works closely with management and/or independently to plan, facilitate, and carry out team initiatives, including business development, team building, and policy or process changes.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level