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Investment Portfolio Manager

4 weeks ago

St Louis MO USA, United States Enterprise Bank and Trust Full time

Job Title: Investment Portfolio Manager

Job Description:

The Investment Portfolio Manager is responsible for managing investment portfolios for Enterprise Bank & Trust in a risk-controlled manner. This role requires a comprehensive understanding of asset allocation, investment trading, security research, investment selection, risk management, and economic research.

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 these 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, including regular meetings and other communications as needed.
  • Prepare 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, including a direct understanding of and ability to explain various investment vehicles and options.
  • 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 to promote the Banks reputation and ensure compliance with Bank policies and applicable laws and regulations.
  • Work with Investment Team members to create analytical tools and improve operational efficiency related to research and performance reporting.
  • Assist Portfolio Trader(s) as needed.
  • Assist with annual regulatory Exams and Audits.
  • Maintain knowledge of trust policies.
  • Perform other duties as required.

Qualifications:

  • Self-motivated with the ability to handle multiple clients and business partners at one time, effective 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 such as asset class risk, return, and correlation, and macroeconomic principles.
  • Ability to independently calculate important investment-related metrics.
  • Ability to independently research and analyze macroeconomic and investment-related concepts.
  • Proven experience creating investment illustrations and delivering analytics to clients, prospects, and colleagues.
  • Ability to independently research a variety of investment-related topics and communicate with Portfolio Management team.
  • In-depth experience with investment management procedures and practices, including designing and developing investment policy statements, investment trading, investment tax planning, and tax loss harvesting for both traditional and alternative asset classes.
  • Financial planning and portfolio management software experience, as well as the ability to independently learn specialized software.
  • Ability to independently calculate a variety of macroeconomic and investment-related statistics in Excel.
  • Sound business discretion, good judgment, and excellent problem-solving skills.
  • Strong working knowledge of regulations, compliance standards, and market trends.

Supervisory Responsibilities:

  • None

Education and/or Experience:

  • Bachelor's degree in Finance, Economics, Business, or related field.
  • 3-5 years of experience in the investment and economic fields, with an emphasis in investment research.

Computer and Software Skills:

  • Advanced skills in operating a personal computer, including use of Microsoft Word, Excel, Access, and PowerPoint.
  • Skilled in operating Fidelity Wealthscape, Tamarac, and eMoney.
  • Skilled in operating research tools, including Factset and Morningstar.
  • Knowledge of VBA or Python is a plus.
  • Salesforce.

Certificates, Licenses, and Registrations:

  • 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 hr@enterprisebank.com.

Enterprise Bank & Trust 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. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity, or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please download the Equal Employment Opportunity is the Law poster HERE.