Private Bank Analyst-Portfolio Manager-2
About The Position
The Private Bank Analyst supports Portfolio Managers in the day-to-day management of high-net-worth client portfolio relationships and related service needs. The role helps prepare for client and prospect meetings, monitors portfolio risk measures, and assists with portfolio management activities. It also provides responsive client service and develops knowledge of diversified investment portfolios, investment products, financial markets, and current market conditions. The analyst attends client and prospect meetings to learn how investment objectives, risk tolerance, and financial capacity are identified. The position works 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 role contributes to exceptional client service and supports the overall objectives of the Private Bank investment team.
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 a high level of accuracy and attention to detail.
- 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
Education Level
No Education Listed
