Wealth Management Solutions, Portfolio Management Analyst/Associate
Wealth Management Solutions, Portfolio Management Analyst/Associate
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Job Description
Description
The Portfolio Management Group (PMG) is the implementation engine for Private Bankings discretionary investment business providing leverage for investment advisors and other front office partners as they pursue the Firms growth initiatives. PMG is responsible for implementing the investment strategy and portfolio construction as dictated by the Private Banking Strategy team. PMG rebalances and manages risk in accounts across our investment management and trust portfolios.
Job Responsibilities:
- Implementation of portfolio construction based on Strategy teams calls and investment vehicle selection
- Maintain knowledge of the investment solutions utilized throughout Private Banking including mutual funds exchange traded funds structured notes hedge funds and separately managed accounts
- Review and trade portfolios manage orders and execute trades across managed account business including the following:
- Monitoring client activity such as: new account initial investing and phase ins monitoring cash and security activity and liquidating accounts
- Drive innovative solutions to increase efficiency of the team as well as broader group
- Partner on strategic initiatives across the broader team
- Collaborate with cross-functional teams to deliver projects successfully including planning execution and reporting updates to senior stakeholders
- Timely implementation of strategic and tactical shifts when announced by Portfolio Construction
- Relationship management with internal clients (client facing teams) and work with various internal partners to complete business initiatives
Required Qualifications Skills and Capabilities:
- Bachelors degree in a finance - related discipline with a minimum 3.3/4.0 GPA. CFA or progress toward attaining CFA designation preferred but not required
- 1 to 5 years of work experience in financial services industry with Private Wealth Management experience preferred
- Demonstrated solid understanding of investments with keen interest in broadening knowledge of portfolio management
- Demonstrated track record of building relationships with internal and external partners
- Demonstrated passion and understanding of investment solutions
- Prior experience operating within a risk framework
Required Experience:
IC
Employment Type
Full-Time
