Strategic Portfolio Manager

6 days ago


Clayton, Missouri, United States Enterprise Bank & Trust Full time
Job Title: VP, Portfolio ManagerRole Summary

Enterprise Bank & Trust is seeking a seasoned Portfolio Manager to join our team. As a key member of our investment team, you will be responsible for managing high-net-worth client relationships, providing expert investment advice, and ensuring regulatory compliance.

Key Responsibilities
  1. Manage and oversee the investment portfolios of key clients, including high-fee revenue clients, referral partners, and institutional clients.
  2. Act as the primary investment contact for investment planning and advisory issues, coordinating delivery of services with the client's Wealth Advisor, Private Banker, Trust Officer, and Administrator.
  3. Assist the relationship team in providing exceptional client service and responsiveness based on client needs and expectations.
  4. Provide expert investment management service and advice to clients in conjunction with Wealth Advisors, Private Bankers, Trust Officers, and Administrators.
Requirements
  • Minimum 5-7 years of experience as a Portfolio Manager for individual or institutional investors.
  • Comprehensive understanding of asset allocation, investment trading, security research, investment selection, risk management, and economic research.
  • Ability to independently calculate important investment-related metrics and research and analyze macroeconomic and investment-related concepts.
  • Proven experience creating investment illustrations and delivering analytics to clients, prospects, and colleagues.

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