Wealth & Investment Portfolio Manager III

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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

Industry: Banking

Website

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Huntington Bancshares

2 weeks ago

Wealth & Investment Portfolio Manager III

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 hour agoStatus: Live

Job Summary

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

Industry: Banking

Website