Wealth & Investment Portfolio Manager III

Huntington Bancshares
Indianapolis
Workplace: OnsiteFull timeFunction: Capital Markets, Trading & QuantExperience: 5+ yearsEducation: bachelorsSkills: []

Manage medium/large, complex investment portfolios aligned to client and corporate objectives. Monitor investment performance with customers, recommend strategy, and maintain ongoing customer service. Lead joint sales calls with business development staff and stay current on relevant market trends. May include supervisory responsibility while performing other assigned duties.

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Huntington Bancshares
Huntington Bancshares
4 months ago

Wealth & Investment Portfolio Manager III

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Last checked: 4 hours agoStatus: Live

Job Summary

Manage medium/large, complex investment portfolios aligned to client and corporate objectives. Monitor investment performance with customers, recommend strategy, and maintain ongoing customer service. Lead joint sales calls with business development staff and stay current on relevant market trends. May include supervisory responsibility while performing other assigned duties.
Location: Indianapolis
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 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.
  • •May have supervisory responsibility and perform other duties as assigned.

Key Requirements

  • •Bachelor’s degree.
  • •5+ years of Investments/Analyst experience.
Experience:5+ years
Education:Bachelor's

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