Wealth Management Solutions, Portfolio Management Analyst/Associate

Portfolio Management Group PositionThe Portfolio Management Group (PMG) is the implementation engine for Private Banking's discretionary investment business, providing leverage for investment advisors and other front office partners as they pursue the Firm's growth initiatives. PMG is responsible for implementing the investment strategy and portfolio construction as dictated by the Private Banking Strategy team. PMG rebalances and manages risk in accounts across our investment management and trust portfolios.Job Responsibilities:Implementation of portfolio construction based on Strategy team's calls and investment vehicle selectionMaintain knowledge of the investment solutions utilized throughout Private Banking, including mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accountsMaintain knowledge of each account's unique requirements and sensitivitiesReview and trade portfolios, manage orders and execute trades across managed account business including the following:Monitoring client activity such as: new account initial investing and phase in's, monitoring cash and security activity, and liquidating accountsTimely implementation of strategic and tactical shifts when announced by Portfolio ConstructionMonitoring accounts for model drift and strategy deviationRelationship management with internal clients (client facing teams) and work with various internal partners to complete business initiativesRequired Qualifications, Skills and Capabilities:Bachelor's degree in a finance-related discipline with a minimum 3.3/4.0 GPA. CFA or progress toward attaining CFA designation preferred, but not required3-7 years work experience in financial services industry with Private Wealth Management experience preferredDemonstrated solid understanding of investments with keen interest in broadening knowledge of portfolio managementDemonstrated track record of building relationships with internal and external partnersPrior experience operating within a risk framework