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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

Job Summary: We are seeking an experienced Associate Portfolio Manager to join our Investment Management team at Enterprise Bank & Trust. As a key member of our team, you will be responsible for managing investment portfolios in a risk-controlled manner, leveraging your capital market knowledge and experience to deliver exceptional results for our clients.

Key Responsibilities:

  • Manage investment portfolios for client relationships, allocating 70% of time to research and portfolio management.
  • Serve as the investment team contact for investment planning and advisory issues, coordinating delivery of services with clients' Wealth Advisors, Private Bankers, Trust Officers, and Administrators.
  • Provide expert investment management service and advice to clients, working closely with the Wealth Management 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 a deep understanding of various investment vehicles and options.
  • Ensure regulatory compliance in processes and procedures for the team.
  • Maintain a high level of ethics, integrity, and professionalism in all client, prospect, public, and internal interactions.
  • Collaborate with the Investment Team to create analytical tools and improve operational efficiency.

Requirements:

  • Bachelor's degree in Finance, Economics, Business, or a 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.