Portfolio Manager Associate

Commerce Bank•Leawood, KS

7d•$27 - $32•Onsite

About The Position

The main purpose of this job is to provide a high level of support to the team. This role will answer client questions, provide specialized reporting, and help with internal communications. For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client’s financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank.

Requirements

Basic analytical and problem-solving skills
Basic knowledge of the investment field
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
Basic level proficiency with Microsoft Word, Excel, Teams and Outlook
Bachelor’s degree in Finance or equivalent combination of education and experience required

Nice To Haves

1+ year experience in Trust, Bank or Investment Management experience preferred
Progress towards Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) designation preferred

Responsibilities

Provide compliance and investment support to team members, including preparation of client presentation materials and customized reports
Provide support assistance to clients
Provide administrative support to investment committees
Attend all internal investment related meetings to advance investment acumen
Perform other duties as assigned