Private Bank Analyst-Portfolio Manager-2
About The Position
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 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, and 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 the overall objectives of the Private Bank investment team. Perform other duties as assigned. This is an office workplace position. Specific work arrangements will be provided by the hiring team. Applicants must already be authorized to work in the United States on a full-time basis; Huntington will not sponsor applicants for immigration benefits. The position is exempt from overtime pay.
Requirements
- Strong analytical, computer, organizational, and communication skills.
- Accuracy and attention to detail.
- Must be currently authorized to work in the United States on a full-time basis; immigration sponsorship is not available.
Responsibilities
- Support Portfolio Managers in 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 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 exceptional client service and 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
Education Level
No Education Listed
