Private Bank Analyst II - Portfolio Management
About The Position
Support the Private Bank investment team by assisting Portfolio Managers with the day-to-day management of high-net-worth client portfolio relationships and related service needs. The role includes preparing client and prospect meeting materials, monitoring portfolio risk measures, supporting portfolio management activities, and communicating with clients to provide responsive service. The analyst will learn about diversified investment portfolios, investment products, financial markets, and current market conditions. The role also partners 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 requires strong analytical, computer, organizational, and communication skills, accuracy, and attention to detail. Other duties may be assigned. The position is office-based. Some positions outside the branch network may be eligible for a flexible arrangement combining in-office and work-from-home time; specific arrangements are provided by the hiring team. Applicants must already be authorized to work in the United States on a full-time basis. Huntington does not sponsor applicants for immigration benefits for this position.
Requirements
- Bachelor's degree.
- At least 1 year of experience in banking or finance.
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.
- Demonstrate strong analytical, computer, organizational, and communication skills while maintaining accuracy and attention to detail.
- Contribute to 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
