Private Bank Analyst II - Portfolio Management
About The Position
Support Portfolio Managers in the day-to-day management of high-net-worth client portfolio relationships and associated service needs. The role helps prepare and coordinate materials for client and prospect meetings, monitors portfolio risk measures, and assists with portfolio management activities. It involves communicating with clients to support responsive service, learning the composition and management of diversified investment portfolios, and attending client and prospect meetings to learn how investment objectives, risk tolerance, and financial capacity are identified. The analyst partners closely with equity and fixed income trading desks and serves as a liaison among Portfolio Managers, line of business partners, compliance partners, and the Chief Investment Office. The position develops working knowledge of investment products, financial markets, and current market conditions while supporting exceptional client service and the Private Bank investment team’s objectives. Other duties may be assigned. The role is designated as office-based. Huntington notes that certain positions outside its branch network may be eligible for flexible work arrangements combining in-office and work-from-home work; specific arrangements are provided by the hiring team. Applicants must already be authorized to work full-time in the United States; Huntington will not sponsor applicants for immigration benefits.
Requirements
- Bachelor's Degree.
- 1 or more years of experience in banking or finance.
- Strong analytical, computer, organizational, and communication skills.
- High level of accuracy and attention to detail.
- Currently authorized to work in the United States on a full-time basis; the employer will not sponsor immigration benefits for this position.
Nice To Haves
- Investment knowledge.
- Strong client service and communication skills.
Responsibilities
- Support Portfolio Managers in the day-to-day management of high-net-worth client portfolio relationships and associated service needs.
- Prepare and coordinate materials for client and prospect meetings.
- Monitor and oversee portfolio risk measures and assist with portfolio management activities.
- Communicate with clients to support a high level of service and responsiveness.
- Learn the composition and management of diversified investment portfolios.
- Attend client and prospect meetings to gain knowledge of identifying investment objectives, risk tolerance, and financial capacity.
- Partner closely with equity and fixed income trading desks to support portfolio management activities.
- Serve as a liaison between Portfolio Managers, line of business partners, compliance partners, and the Chief Investment Office.
- Develop a working knowledge of investment products, financial markets, and current market conditions.
- Contribute to the delivery of exceptional client service and support the overall objectives of the Private Bank investment team.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
