Wealth and Investment Portfolio Manager III

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Last checked: 1 hour agoStatus: Live

Job Summary

Manage medium-to-large complex investment portfolios aligned to client and corporate objectives. Partner with customers to monitor investment performance, recommend strategies, and deliver ongoing service. Lead joint sales calls with business development staff while staying current on relevant market trends. The role may include supervisory responsibility for less experienced employees.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Mid level

Key Responsibilities

•Manage medium-to-large and complex portfolios based on client and corporate investment objectives.
•Work with customers to monitor investment performance and recommend a strategy.
•Provide ongoing customer service and participate in joint sales calls with business development staff.
•Stay current on related market trends to inform portfolio decisions.
•May provide supervisory responsibility for less experienced employees.

Key Requirements

•Bachelor’s degree.
•5 or more years of Investments/Analyst experience.
•Ability to manage medium-to-large and complex portfolios based on client and corporate investment objectives.
•Experience monitoring investment performance and recommending investment strategies.
•Experience delivering ongoing customer service, including joint sales calls with business development staff.

Experience:5+ years

Education:Bachelor's

Skills:Customer serviceClient managementMarket awareness

Company Brief

Huntington Bancshares

Industry: Banking

Website

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Huntington Bancshares

3 weeks ago

Wealth and 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: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Mid level

Key Responsibilities

•Manage medium-to-large and complex portfolios based on client and corporate investment objectives.
•Work with customers to monitor investment performance and recommend a strategy.
•Provide ongoing customer service and participate in joint sales calls with business development staff.
•Stay current on related market trends to inform portfolio decisions.
•May provide supervisory responsibility for less experienced employees.

Key Requirements

•Bachelor’s degree.
•5 or more years of Investments/Analyst experience.
•Ability to manage medium-to-large and complex portfolios based on client and corporate investment objectives.
•Experience monitoring investment performance and recommending investment strategies.
•Experience delivering ongoing customer service, including joint sales calls with business development staff.

Experience:5+ years

Education:Bachelor's

Skills:Customer serviceClient managementMarket awareness

Company Brief

Huntington Bancshares

Industry: Banking

Website