Investment Portfolio Manager

4 days ago


St Louis, Missouri, 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 primary 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, including regular meetings and communications.
  • Assist in preparing documents for new client prospects and wealth planning services.
  • Advise clients 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:

  • 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.

As an Equal Opportunity Employer, we welcome applications from diverse candidates and are committed to creating an inclusive work environment.



  • St Louis, Missouri, United States Enterprise Bank & Trust Full time

    Enterprise Bank & Trust Investment Management: Associate Portfolio ManagerAt 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...


  • St Louis, Missouri, United States Alberici Full time

    About the RoleWe are seeking a highly skilled Investment Portfolio Manager to join our team at Alberici. As a key member of our finance department, you will be responsible for managing the organization's investment portfolio and treasury functions.Key ResponsibilitiesInvestment Management: Develop and implement investment strategies to optimize financial...


  • St Louis, Missouri, United States NISA Investment Advisors Full time

    {"Overview": "NISA Investment Advisors, LLC is a leading provider of customized investment solutions for tax-exempt and taxable institutional clients. With over $274 billion in assets under management, we seek talented individuals to join our team of professionals.Responsibilities:* Assist the Portfolio Management team in constructing and supporting...


  • St Louis, Missouri, United States NISA Investment Advisors Full time

    About NISA Investment AdvisorsNISA Investment Advisors, LLC is a leading provider of customized investment solutions for tax-exempt and taxable institutional clients. With over $274 billion in fixed income and equity securities, and over $164 billion in derivative notional value, we are committed to delivering exceptional results.Job SummaryWe are seeking a...

  • Portfolio Consultant

    3 weeks ago


    St Louis, Missouri, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled Portfolio Consultant to join our team at Edward Jones. As a Portfolio Consultant, you will play a critical role in delivering high-quality investment advice and portfolio management services to our clients.Key ResponsibilitiesPartner with financial advisors to deliver tailored investment advice and strategies to...


  • St Louis, Missouri, United States Helping People - United Way of Greater St. Louis Full time

    Job OverviewAt Helping People - United Way of Greater St. Louis, we are dedicated to uniting individuals and organizations to address the most urgent challenges in our community. Our mission goes beyond daily tasks; it is about making a significant difference in the lives of those we serve.Position Summary:The Portfolio Manager plays a vital role within the...


  • St Louis, Missouri, United States Alberici Full time

    Company Overview Based in St. Louis, Missouri, Alberici is a prominent construction firm with over 1,200 dedicated employees and an impressive $1.5 billion in annual revenue. We collaborate with esteemed organizations across North America to undertake their most significant and complex projects. Since our inception in 1918, we have built a solid reputation...

  • Portfolio Manager

    7 days ago


    St Louis, Missouri, United States Westport One Full time

    Portfolio Analyst Job DescriptionWe are seeking a highly skilled Portfolio Analyst to join our team at Westport One. As a Portfolio Analyst, you will play a critical role in supporting our client-facing consultants with investment needs.Key Responsibilities:Support consultants with investment needs, including creating investment policies, asset allocation...

  • Portfolio Manager

    1 hour ago


    St Louis, Missouri, United States Westport One Full time

    Portfolio Analyst Job DescriptionWe are seeking a highly skilled Portfolio Analyst to join our team at Westport One. As a Portfolio Analyst, you will play a critical role in supporting our client-facing consultants with investment needs.Key Responsibilities:Support consultants with investment needs, handling complex requirements and creating investment...

  • Portfolio Manager

    1 hour ago


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

    Enterprise Bank & Trust: A Leader in Investment ManagementAt Enterprise Bank & Trust, we are committed to helping individuals and businesses achieve their financial goals through our comprehensive investment management services. Our team of experienced professionals is dedicated to providing personalized advice and guidance to help you navigate the...


  • St Louis, Missouri, United States Stifel Financial Full time

    Overview The Investment Portfolio Specialist plays a pivotal role in enhancing the business growth of clients by crafting personalized Financial Plans and Asset Allocation strategies, designing bespoke reporting for both new and existing clientele, and implementing marketing initiatives aimed at attracting prospective clients. Key ResponsibilitiesDrives the...

  • Investment Strategist

    3 weeks ago


    St Louis, Missouri, United States Edward Jones Full time

    Job DescriptionJob Title: Associate Portfolio StrategistJob Summary:We are seeking a highly skilled and motivated Associate Portfolio Strategist to join our team at Edward Jones. As a key member of our Investment Consultation team, you will play a critical role in delivering high-quality investment advice and solutions to our clients.Key...


  • St Louis, Missouri, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled Portfolio Consultant to join our team at Edward Jones. As a Portfolio Consultant, you will play a critical role in delivering high-quality investment advice and solutions to our clients.Key ResponsibilitiesPartner with financial advisors to deliver tailored investment advice and strategies to clients.Provide...


  • St Louis, Missouri, United States Commerce Bank Full time

    About Commerce BankAt Commerce Bank, we're committed to helping individuals and businesses achieve financial stability and success. Our culture is built on a foundation of trust, integrity, and a passion for delivering exceptional service.Capital For Business (CFB)Capital For Business is a leading private equity firm focused on management-led buyouts of...


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

    Job DescriptionWe are seeking a highly skilled Portfolio Trading Manager to join our team at Keller Executive Search. As a key member of our organization, you will be responsible for the daily management and oversight of our clients' managed accounts and associated portfolios.Key Responsibilities:Trading Function Oversight: Proactively oversee all trading...


  • St Louis, Missouri, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Investment Consultant to lead our Portfolio Management team. As a key member of our Wealth Management Consultation department, you will be responsible for providing expert-level investment advice and guidance to our financial advisors and clients.Key ResponsibilitiesLead a team of...


  • St Louis, Missouri, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled Associate Portfolio Analyst to join our Portfolio Solutions Team at Edward Jones. As a key member of our team, you will play a critical role in supporting the development of investment data, conducting quantitative and qualitative analysis, and preparing investment recommendations.Key ResponsibilitiesSupport the...


  • St Louis, Missouri, United States Edward Jones Full time

    Unlock Your Potential as a Team LeaderAt Edward Jones, we're committed to empowering our associates to excel in their roles and make a meaningful impact on our clients' lives. As a Team Leader, Investment Consultation, you'll play a critical role in driving the success of our Wealth Management Consultation team.Key Responsibilities:Lead a team of investment...


  • St Louis, Missouri, United States U.S. Bancorp Full time

    Position OverviewThis role encompasses various levels and is open to candidates with a minimum of 1 year of relevant experience. The selected individual will be positioned according to their qualifications and expertise.Key ResponsibilitiesConduct comprehensive financial performance evaluations.Perform risk assessments to support investment decisions.Analyze...


  • St Louis, Missouri, United States Cetera Full time

    At TRPG, a subsidiary of Cetera Financial Group, Inc., we are committed to fostering an environment of continuous growth and excellence. We seek individuals who can contribute to our success and embrace the evolving nature of our business. Our organization offers a variety of opportunities that promote professional development and advancement. If you are a...