Current jobs related to Investment Portfolio Manager - St Louis MO USA - Enterprise Bank and Trust

  • Portfolio Management Specialist

    3 weeks ago

    St. Louis, MO, USA, United States NISA Investment Advisors Full time

    NISA Investment Advisors is seeking a talented Portfolio Management Specialist to join our team. As a key member of our Portfolio Management team, you will assist in constructing and supporting portfolios for our institutional clients.Responsibilities:Assist in the development of investment strategies and portfolio constructionSupport the Portfolio...

  • Investment Portfolio Manager

    1 month ago

    St Louis, Missouri, United States Keller Executive Search Full time

    Financial Advisor OpportunityOur client, a boutique wealth management firm, is seeking a licensed and experienced Financial Advisor to join their team in Naples, Florida. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients. The firm specializes in creating unique portfolios made up of stocks and...

  • Investment Portfolio Specialist

    4 weeks ago

    st. louis, United States Westport One Full time

    Portfolio AnalystAt Westport One, we're seeking a skilled Portfolio Analyst to support our client-facing consultants with investment needs. This role involves handling complex investment requirements, creating investment policies, and analyzing investment performance. You'll collaborate with consultants, analysts, and other departments to fulfill client...

  • Investment Director

    1 month ago

    St. Louis, MO, USA, United States Selby Jennings Full time

    Director - Investment TeamLocation: St. Louis, MOPosition Overview:We are seeking an experienced and dynamic Director to join our Investment Team, specializing in private debt and equity. This pivotal role combines investment team responsibilities with portfolio restructuring and workout strategies. The ideal candidate will possess a deep understanding of...

  • Senior Portfolio Manager

    4 weeks ago

    Springfield, MO , USA, United States Commerce Bank Full time

    About Commerce BankAt Commerce Bank, we're committed to helping our clients achieve financial safety and success. As a Senior Portfolio Manager, you'll play a key role in managing assigned client portfolios, including establishing investment objectives, asset allocation, and selecting specific securities. Your expertise will be essential in providing...

  • Preservation Portfolio Manager, Affordable Housing Investments

    3 weeks ago

    St Petersburg, United States Raymond James Financial Services Full time

    Description Job Summary: As a Portfolio Manager, the individual oversees a portfolio of multi-housing funds and asset managers with autonomy, drawing upon education and practical experience. This role involves analyzing each fund’s performance as compared to underwritten benchmarks as well as developing and implementing strategic plans to maximize cash...

  • Portfolio Manager

    4 weeks ago

    St Louis, Missouri, United States Enterprise Bank and Trust Full time

    Job Title:VP, Portfolio ManagerJob Description:Key Responsibilities:As a Portfolio Manager at Enterprise Bank & Trust, you will be responsible for managing key client relationships, including high fee revenue clients, referral partners, and institutional clients with investment committees. Your primary focus will be on allocating 80% of your time to research...

  • Commercial Portfolio Manager

    4 weeks ago

    St. Louis, MO, USA, United States Central Bancompany Full time

    Job SummaryCentral Bancompany is seeking a skilled Commercial Portfolio Manager to join our team. As a key member of our Commercial Banking group, you will be responsible for managing an assigned credit portfolio, growing revenue, and expanding existing relationships.Key ResponsibilitiesManage an assigned credit portfolio, including underwriting all types of...

  • Investment Team Leader

    4 weeks ago

    St Louis, Missouri, United States Selby Jennings Full time

    Job Title: Director - Investment TeamLocation: St. Louis, MOPosition Overview:We are seeking an experienced and dynamic Director to join our Investment Team, specializing in private debt and equity. This pivotal role combines investment team responsibilities with portfolio restructuring and workout strategies. The ideal candidate will possess a deep...

  • Investment Portfolio Manager Assistant

    1 month ago

    Madison, WI , USA, United States U.S. Bank Full time

    About the RoleAt U.S. Bank, we're committed to helping our customers and businesses make informed financial decisions. As an Investment Specialist Assistant, you'll play a key role in supporting our Wealth Management team, providing exceptional client service, and ensuring the quality of our portfolios.Key ResponsibilitiesProvide timely and accurate support...

  • Portfolio Analyst

    2 months ago

    St Louis, United States Westport One Full time

    Portfolio AnalystOur client is one of the world’s largest investment and advisory firms focused exclusively on providing sophisticated, creative investment expertise to a select group of clients(Institutional and HNW/UHNW Families). They need a Portfolio Analyst that will support the client facing consultants with investment needs. You will handle complex...

  • Portfolio Analyst

    2 months ago

    st. louis, United States Westport One Full time

    Portfolio AnalystOur client is one of the world’s largest investment and advisory firms focused exclusively on providing sophisticated, creative investment expertise to a select group of clients(Institutional and HNW/UHNW Families). They need a Portfolio Analyst that will support the client facing consultants with investment needs. You will handle complex...

  • Portfolio Analyst

    1 month ago

    st. louis, United States Westport One Full time

    Portfolio AnalystOur client is one of the world’s largest investment and advisory firms focused exclusively on providing sophisticated, creative investment expertise to a select group of clients(Institutional and HNW/UHNW Families). They need a Portfolio Analyst that will support the client facing consultants with investment needs. You will handle complex...

  • Senior Portfolio Strategist

    2 weeks ago

    St. Louis, MO, USA, United States Edward Jones Full time

    About the RoleThis position is for a Senior Portfolio Strategist to join the High Net Worth team at Edward Jones. As a Senior Portfolio Strategist, you will be responsible for leading the development of investment plans for high net worth clients and ensuring alignment with their goals and expectations.Key ResponsibilitiesThe successful candidate will have...

  • Portfolio Analyst

    2 weeks ago

    ST Louis, MO, United States Westport One Full time

    Portfolio AnalystOur client is one of the world’s largest investment and advisory firms focused exclusively on providing sophisticated, creative investment expertise to a select group of clients(Institutional and HNW/UHNW Families). They need a Portfolio Analyst that will support the client facing consultants with investment needs. You will handle complex...

  • Real Estate Portfolio Analyst

    4 weeks ago

    Madison, WI , USA, United States State of Wisconsin Investment Board Full time

    About the RoleWe are seeking a highly motivated and detail-oriented individual to join our Private Markets - Real Estate team as an intern. This is an excellent opportunity to gain hands-on experience in real estate portfolio analysis, performance measurement, and risk reporting.Key ResponsibilitiesDevelop and generate portfolio analysis and reports...

  • UK Investment Counsellor

    4 weeks ago

    Tampa, FL , USA, United States Fisher Investments Full time

    Role OverviewWe are seeking a highly skilled Investment Counsellor to join our team at Fisher Investments International. As a key member of our client service team, you will be responsible for building and maintaining strong relationships with our high-net-worth clients in the UK.Key ResponsibilitiesPartner with our internal portfolio decision-makers,...

  • Credit Union Card Portfolio Growth Manager

    7 days ago

    St. Louis, MO, USA, United States Neighbors Credit Union Full time

    Job SummaryWe are seeking an experienced Credit Union Card Portfolio Growth Manager to join our team. This role will be responsible for developing and implementing strategies to grow credit and debit card portfolios, managing the setup and maintenance of card services, and analyzing loss trends to prevent further loss.

  • Senior Portfolio Manager

    4 weeks ago

    Tampa, FL , USA, United States Fifth Third Bancorp Full time

    Investment Leadership OpportunityFifth Third Bank is seeking a seasoned investment professional to lead our portfolio management efforts. As a Senior Portfolio Manager, you will be responsible for developing and executing investment programs designed to achieve the objectives of large and complex client accounts.Key Responsibilities:Develop and implement...

  • Capital Investment Project Manager

    4 weeks ago

    St. Louis, MO, USA, United States American Water Full time

    About the RoleThis position is responsible for overseeing the delivery of multiple large and complex capital investment projects, which are critical to the company's objectives related to production, networks, and water resource systems. The successful candidate will have a strong background in project management, engineering, and construction management,...

Investment Portfolio Manager

1 month ago

St Louis MO USA, United States Enterprise Bank and Trust Full time
Job Title: Investment Management: Associate Portfolio Manager

Enterprise Bank & Trust is seeking a highly skilled and motivated Associate Portfolio Manager to join our Investment Management team. As an Associate Portfolio Manager, you will be responsible for managing investment portfolios for our clients, leveraging your knowledge of capital markets and experience in investment research to make informed investment decisions.

Key Responsibilities:
  • Manage investment portfolios for clients, including allocating assets, conducting research, and making investment recommendations.
  • Collaborate with other portfolio managers and trust associates to ensure effective portfolio management and risk control.
  • Provide exceptional client service, including regular meetings and communications to ensure client needs are met.
  • Assist in preparing documents for new client prospects and provide expert investment management service and advice.
  • Stay up-to-date on market trends, investment alternatives, and regulatory compliance to ensure the highest level of ethics and professionalism.
Requirements:
  • Bachelor's degree in Finance, Economics, Business, or related field.
  • 3-5 years of experience in investment and economic fields, with a focus on investment research.
  • Advanced skills in Microsoft Office, including Excel, Word, and PowerPoint.
  • Knowledge of Fidelity Wealthscape, Tamarac, and eMoney.
  • Progress towards CFA designation.
What We Offer:

Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.

As an Associate Portfolio Manager, you will have the opportunity to work with a talented team of professionals, contribute to the success of our clients, and make a meaningful impact on the financial well-being of our communities.