Portfolio Manager

9 hours ago


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

We are seeking a highly skilled Portfolio Manager to join our team at Enterprise Bank & Trust. As a Portfolio Manager, you will be responsible for managing investment portfolios for key client relationships, including high fee revenue clients, referral partners, and institutional clients with investment committees.

Key Responsibilities:
  • Manage investment portfolios for key client relationships, including high fee revenue clients, referral partners, and institutional clients with investment committees.
  • Provide expert investment management service and advice to clients in conjunction with the client's Wealth Advisor, Private Banker, Trust Officer, and Administrator.
  • Assist the relationship team in providing an exceptional level of client service and responsiveness based on the needs and expectations of the client.
  • 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:
  • A minimum of 5-7 years of experience as a Portfolio Manager for individual or institutional investors.
  • Comprehensive understanding of asset allocation, investment trading, security research, investment selection, risk management, and economic research.
  • Ability to independently calculate important investment-related metrics.
  • Ability to independently research and analyze macroeconomic and investment-related concepts.
Preferred Qualifications:
  • Progress towards CFA designation.
  • 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.


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