Portfolio Manager Associate - Wealth Management
: Job Details :

The main purpose of this job is to provide a high level of support to the team. This role will answer client questions, provide specialized reporting, and help with internal communications. Essential Functions. Provide compliance and investment support to team members, including preparation of client presentation materials and customized reports. Provide support assistance to clients. Provide administrative support to investment committees. Attend all internal investment related meetings to advance investment acumen. Perform other duties as assigned. Knowledge, Skills & Abilities Required. Basic analytical and problem-solving skills. Basic knowledge of the investment field. Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities. Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills. Ability to remain adaptable and resilient to all situations with an optimist...Portfolio Manager, Associate, Management, Manager, Wealth, Portfolio, Banking