Portfolio Analyst & Trader

Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.

With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.

Together, there’s no stopping you!

Job Title:

Portfolio Analyst & Trader

Job Description:

Summary

Provides analytical and trading support for the Wealth Management investment team. Also supports the analytical needs and trading needs for other teams in Wealth Management.

Essential Duties & Responsibilities

• Responsible for monitoring client account cash levels and invests excess cash when needed.

• Independently complete investment portfolio trading activity based on the client’s stated investment goals and risk tolerance.

• Process ad-hoc trade requests.

• Reviews portfolios for tax loss harvesting opportunities and recommends tax loss harvesting trades.

• Assists in preparing investment recommendations for clients and prospects.

• Communicate suitable investment portfolio trade recommendations to clients, Wealth Advisors, Trust Officers and Portfolio Managers.

• Completes compliance investment reviews.

• Create Investment Policy Statements as needed.

• Assists with Mutual Fund and ETF fund research using internal research databases.

• Assists Portfolio Managers, Wealth Advisors, and Trust Officers in client conversations related to high conviction ETFs and Mutual Funds.

• Prepare investment review materials used in periodic client conversations.

• Prepares committee level reports to be reviewed in the Compliance Committee and Investment Committee

• Serve as secretary to the Investment Committee.

• Creates, checks, delivers and explains periodic investment reports to clients.

• Assists in preparing documents for other Wealth Management team members in the process of closing new client prospects.

• Creates, tests, documents and implements new policies and procedures to enhance Investment Team efficiency.

• Creates, tests and implements new investment research ideas in Factset (or current research system).

• Provides regular reporting to other Enterprise Bank & Trust departments.

• Assists with annual regulatory Exams and Audits.

• Performs regular checks on custodial and performance reporting systems.

• Gathers reporting from Wealth Management partners (separate account managers, investment consultant, fund managers, etc..)

• Performs other duties as required.

Qualifications

• Ensure a high level of ethics, integrity and professionalism in all client, prospect, public, and internal interactions so as to promote the bank’s reputation and to ensure compliance with trust policies and applicable laws and regulations.

• Must have excellent verbal and written communication skills.

• Superb interpersonal skills to work within a team environment while successfully developing/retaining client relationships.

• This position requires strong research, analytical, math and decision-making skills based on a thoughtful assessment of risk and attention to detail.

• Self-motivated to work independently and take ownership and accountability.

• Ability to demonstrate sound business discretion, good judgment and excellent problem-solving skills.

• General knowledge of market trends, compliance standards and trust products.

Supervisory Responsibilities

• None

Education and/or Experience

• Bachelor's degree (B. A.) from four-year college or university

• One to three years related experience and/or training

Computer and Software Skills

• Working knowledge of Microsoft office suite and Google.

• Intermediate Word, Excel and PowerPoint.

• Skilled in operation of Fidelity Wealthscape, Tamarac and Salesforce.

• Understanding of the Factset Research system and other investment related applications is a plus.

Certifications, Licenses, and Registrations

• None

Equal Opportunity Statement:

Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at View email address on click.appcast.io .

Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE ( .