Portfolio Management Senior Associate (PMSA), Private Banking

Portfolio Management Senior Associate (PMSA), Private Bank, Clayton, MO

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The Portfolio Management Senior Associate (PMSA) is a specialist role that has primary responsibility for assisting the Portfolio Manager(s) in providing integrated investment advice and portfolio management services. PMSAs are investment product experts who act as an additional point of contact for clients and/or as a backup for client-facing Portfolio Managers.

The PMSA will coordinate the internal delivery of investment services through the appropriate channels within the CIO groups. Additionally, PMSAs will seek out new business opportunities from existing books of business and assist other service associates as needed.

Responsibilities:

• In addition to the ability to deliver generalist support and as part of the Client Team, actively support Portfolio Managers to meet clients' investment needs and expectations
• Support Portfolio Managers with portfolio composition analysis and in achieving asset allocation monitoring, investment policy statement quality and completeness
• Client Presentations (i.e. Asset Allocation and Performance Reporting)
• Investment Policy Statement Create, Update & Affirm
• Trading
• Account Re-balancing
• Daily Monitoring (Non-Policy / BAC / Client-Directed Sale, etc.)
• Compliance clean-ups
• Reg. 9
• Asset Allocation Monitoring, Portfolio Analysis and Stochastic Modeling
• Idea Generation
• Market & Platform Research
• Administrative dues as required
• Ensuring management of concentration documentation
• Assist in developing and/or delivering solution specific investment proposals
• Proactively identify deepening opportunities while performing existing responsibilities and engaging in meaningful interactions
• Leverage experience and deep expertise to manage and/or execute client investment transactions
• Participate in Client Management Process (CMP) activities including supporting delivering a branded client experience and meaningful interactions
• Coordinate with Client Teams and partner to deliver an integrated service to the client and identify and resolve issues in an effective and timely manner
• Ensure adherence to all internal policies and compliance to legal and regulatory requirements

Qualifications:

• Minimum of 4-5 years of experience with a financial institution focusing on high net worth client service and sales
• Ability to successfully complete assessment of critical skills
• BS/BA degree in Business, Finance, Economics or Law desired
• Ability to obtain and maintain SAFE Act registration

This job is responsible for assisting the Portfolio Management team in providing integrated investment advice and portfolio management services. Key responsibilities include coordinating the internal delivery of investment services through the appropriate channels, seeking out new business opportunities from existing books of business, and assisting other service associates as needed. Job expectations include serving as an additional point of contact for clients and/or as a backup for client-facing Portfolio Managers.

Responsibilities:

• Supports aspects of the client portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews
• Assists with engaging clients to review investment performance and anticipated market changes based on economic and industry analysis
• Performs market analysis, gathers insights, and recommends strategies to support client's investment goals
• Supports Portfolio Managers with conducting portfolio composition analysis, asset allocation monitoring, and ensuring investment policy statement quality and completeness
• Manages and/or executes client investment transactions, while leveraging expertise in portfolio management
• Coordinates with client teams and partners to deliver an integrated service to the client, while identifying and resolving issues in an effective and timely manner.

Skills:

• Critical Thinking
• Customer and Client Focus
• Prioritization
• Problem Solving
• Risk Management
• Attention to Detail
• Business Acumen
• Collaboration
• Decision Making
• Written Communications
• Active Listening
• Analytical Thinking
• Networking
• Organizational Effectiveness
• Result Orientation

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

For internal employees: participation in a work from home posture does not make you eligible to post.

Shift: 1st shift (United States of America)

Hours Per Week: 40