Investment Portfolio Manager

4 days ago


St Louis, Missouri, United States Enterprise Bank & Trust Full time
Enterprise Bank & Trust Investment Management: Associate Portfolio Manager

At Enterprise Bank & Trust, we're committed to helping businesses succeed and our communities thrive. As an Associate Portfolio Manager, you'll play a key role in managing investment portfolios for our clients, leveraging your knowledge of capital markets and experience in investment research.

Key Responsibilities:
  • Manage investment portfolios for clients, allocating 70% of your time to research and portfolio management.
  • Serve as the investment team contact for investment planning and advisory issues, coordinating with clients' Wealth Advisors, Private Bankers, Trust Officers, and Administrators.
  • Provide expert investment management services and advice to clients, working closely with the relationship team to deliver exceptional client service and responsiveness.
  • Assist in preparing documents for new client prospects and wealth planning services.
  • Advise clients and prospects on market conditions, investment trends, and alternatives, including various investment vehicles and options.
  • Ensure regulatory compliance and maintain a high level of ethics, integrity, and professionalism in all interactions.
  • Collaborate with the investment team to create analytical tools and improve operational efficiency.
  • Perform other duties as required.
Requirements:
  • Self-motivated with excellent time management and organizational skills.
  • Comprehensive understanding of asset allocation, investment trading, security research, investment selection, risk management, and economic research.
  • Understanding of Modern Portfolio Theory, investment-related concepts, and macroeconomic principles.
  • Ability to independently calculate important investment metrics and research macroeconomic and investment-related topics.
  • Proven experience creating investment illustrations and delivering analytics to clients, prospects, and colleagues.
  • Financial planning and portfolio management software experience, with the ability to learn specialized software.
  • Sound business discretion, good judgment, and excellent problem-solving skills.
  • Strong working knowledge of regulations, compliance standards, and market trends.
Education and Experience:
  • Bachelor's degree in Finance, Economics, Business, or a related field.
  • 3-5 years' experience in investment and economic fields, with an emphasis on investment research.
Computer and Software Skills:
  • Advanced skills in Microsoft Office, including Word, Excel, Access, and PowerPoint.
  • Skilled in operation of Fidelity Wealthscape, Tamarac, and eMoney.
  • Skilled in operation of research tools, including Factset and Morningstar.
  • Knowledge of VBA or Python is a plus.
  • Salesforce.
Certificates, Licenses, and Registrations:
  • Progress towards CFA designation.

Enterprise Bank & Trust is an equal opportunity employer and is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live.



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