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Commerce Trust · 9 hours ago

Portfolio Manager Associate - Commerce Trust

Kansas City, MO

Full-time

Onsite

Entry Level

$26.70/hr - $31.50/hr

1+ years exp

Commerce Trust is dedicated to helping people find financial safety and success while fostering a supportive work environment. The Portfolio Manager Associate will provide high-level support to the team, answer client questions, and assist with internal communications.

Asset ManagementBankingFinanceFinancial ServicesWealth Management

Responsibilities

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

Qualification

Investment knowledgeAnalytical skillsMicrosoft Office proficiencyCFACFP progressCommunication skillsOrganizational skillsTeam playerProblem-solving skills

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 optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values

Basic level proficiency with Microsoft Word, Excel, Teams and Outlook

Bachelor's degree in Finance or equivalent combination of education and experience required