Portfolio Manager Associate - Commerce Trust

Commerce Bank • Kansas City, MO

36d • $26 - $31

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.

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
• 1+ year experience in Trust, Bank or Investment Management experience preferred

Nice To Haves

• 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

Benefits

• employer sponsored health, dental, and vision insurance
• 401(k)
• life insurance
• paid vacation
• paid personal time
• career development
• education assistance
• voluntary supplemental benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 501-1,000 employees