Investment Management Portfolio Manager

17 hours ago


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

Enterprise Bank & Trust is a leading financial institution that values entrepreneurship and community. Our goal is to help businesses succeed and our communities thrive.

We offer a dynamic work environment with opportunities for professional growth and development. As an Investment Management Associate Portfolio Manager, you will be responsible for managing investment portfolios in a risk-controlled manner.

Key Responsibilities:
  • Allocate 70% of time performing research and managing portfolios for client relationships.
  • Serve as investment team contact for investment planning and investment advisory issues, coordinating delivery of services with clients Wealth Advisor, Private Banker, Trust Officer, and Administrator.
  • Assist the relationship team in providing exceptional client service and responsiveness based on client needs and expectations.
  • Provide expert investment management service and advice to clients in conjunction with Wealth Advisor, Private Banker, Trust Officer, and Administrator.
  • Assist in preparing documents for Wealth Management team members in the process of closing new client prospects for investment management and wealth planning services.
  • Advise clients and prospective clients regarding market conditions, investment trends, and investment alternatives.
  • Ensure proper regulatory compliance in processes and procedures for the team.
  • Ensure a high level of ethics, integrity, and professionalism in all client, prospect, public, and internal interactions.
Requirements:
  • Bachelor's degree in Finance, Economics, Business, or related field.
  • 3-5 years of experience in investment and economic fields, with an emphasis in investment research.
  • Advanced skills in Microsoft Office, including Excel, Word, and PowerPoint.
  • Knowledge of Fidelity Wealthscape, Tamarac, and eMoney.
  • Progress towards CFA designation.
Equal Opportunity Statement:

Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs.

If you need an accommodation in order to apply for a position at Enterprise Bank & Trust, please contact Human Resources at.

We are proud to be an Equal Opportunity Employer and welcome applications from diverse candidates.



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