Wealth & Investment Portfolio Manager III

Huntington Bancshares
Columbus
Workplace: OnsiteFull timeFunction: Capital Markets, Trading & QuantExperience: 5+ yearsEducation: bachelorsSkills: ["Customer service","Market awareness","Strategy recommendation","Portfolio management"]

Manage medium/large, complex client and corporate investment portfolios aligned to investment objectives. Monitor performance with clients and recommend investment strategies, while maintaining ongoing customer service and participating in joint sales calls with business development staff. Stay current on relevant market trends and, when applicable, provide supervisory responsibility to support team execution.

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Huntington Bancshares
Huntington Bancshares
2 months ago

Wealth & Investment Portfolio Manager III

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Last checked: 4 hours agoStatus: Live

Job Summary

Manage medium/large, complex client and corporate investment portfolios aligned to investment objectives. Monitor performance with clients and recommend investment strategies, while maintaining ongoing customer service and participating in joint sales calls with business development staff. Stay current on relevant market trends and, when applicable, provide supervisory responsibility to support team execution.
Location: Columbus
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Mid level

Key Responsibilities

  • •Manage medium/large and complex portfolios based on client and corporate investment objectives.
  • •Work closely with customers to monitor investment performance and recommend strategy.
  • •Provide ongoing customer service and participate in joint sales calls with business development staff.
  • •Keep current on related market trends.
  • •Perform other duties as assigned, and may have supervisory responsibility.

Key Requirements

  • •Bachelor’s degree.
  • •5 or more years of investments/analyst experience.
  • •Ability to manage medium/large and complex portfolios based on client and corporate investment objectives.
  • •Experience monitoring investment performance and recommending strategies.
  • •May provide supervisory responsibility.
Experience:5+ years
Education:Bachelor's
Skills:Customer serviceMarket awarenessStrategy recommendationPortfolio management

Company Brief

Huntington Bancshares
Regional bank holding company providing commercial and consumer banking, payments, wealth management, and lending services across the Midwestern and select other U.S. markets. It serves individuals, small businesses, and corporate clients through branches and digital channels.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Columbus, United States
Founded: 1866
WebsiteLinkedIn