Wealth and Investment Portfolio Manager III

Huntington Bancshares
Atlanta
Workplace: OnsiteFull timeFunction: Capital Markets, Trading & QuantExperience: 5+ yearsEducation: bachelorsSkills: ["Customer service","Client relationship management","Analytical thinking","Strategic thinking","Market awareness"]

Manage medium-to-large, complex client investment portfolios aligned to client and corporate investment objectives. Monitor investment performance, partner with clients to recommend strategies, and provide ongoing service through joint sales calls with business development staff. Stay current on market trends and may assume supervisory responsibilities for portfolio management work.

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Huntington Bancshares
Huntington Bancshares
1 day ago

Wealth and Investment Portfolio Manager III

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Last checked: 10 hours agoStatus: Live

Job Summary

Manage medium-to-large, complex client investment portfolios aligned to client and corporate investment objectives. Monitor investment performance, partner with clients to recommend strategies, and provide ongoing service through joint sales calls with business development staff. Stay current on market trends and may assume supervisory responsibilities for portfolio management work.
Location: Atlanta
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Manager 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.
  • •Participate in joint sales calls with business development staff.
  • •Keep current on related market trends 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 investment portfolios based on client and corporate investment objectives.
  • •Experience monitoring investment performance and recommending investment strategy.
  • •Knowledge of relevant market trends and ability to support ongoing client service and joint sales calls with business development staff.
Experience:5+ yearsInvestmentsFinancial services
Education:Bachelor's
Skills:Customer serviceClient relationship managementAnalytical thinkingStrategic thinkingMarket awareness

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