Implementation of portfolio construction based on Strategy team's calls and investment vehicle selection
Maintain knowledge of the investment solutions utilized throughout Private Banking, including, mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts
Review 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 accounts
Drive innovative solutions to increase efficiency of the team as well as broader group
Partner on strategic initiatives across the broader team
Collaborate with cross-functional teams to deliver projects successfully, including planning, execution, and reporting updates to senior stakeholders
Timely implementation of strategic and tactical shifts when announced by Portfolio Construction
Relationship management with internal clients (client facing teams) and work with various internal partners to complete business initiatives
Required 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 required
1 to 5 years’ of work experience in financial services industry with Private Wealth Management experience preferred
Demonstrated solid understanding of investments with keen interest in broadening knowledge of portfolio management
Demonstrated track record of building relationships with internal and external partners
Demonstrated passion and understanding of investment solutions
Prior experience operating within a risk framework