Apply on Employer Site

Commerce Trust · 9 hours ago

Portfolio Manager - Commerce Trust

Columbia, MO

Full-time

Onsite

Entry Level

$80K/yr - $121K/yr

1+ years exp

Commerce Trust is a leading provider of wealth management services, dedicated to helping clients achieve financial success. As a Portfolio Manager I, you will meet with clients regularly to provide investment reporting and recommendations, ensuring that their portfolios align with their investment objectives.

Asset ManagementBankingFinanceFinancial ServicesWealth Management

Hiring Manager

Kristen daSilva

Responsibilities

Meet with assigned clients on a regular basis, provide portfolio and investment reporting and make investment recommendations as appropriate

Determine appropriate investment objective of assigned client investment portfolios, work with the client and administrative officer as appropriate

Provide information to clients regarding general market and economic conditions, consistent with the investment and economic market outlook

Review existing client portfolios to ensure investment objectives are being met, portfolios are in compliance with investment objectives and Commerce security-specific recommendations

Provide timely implementation of security-specific recommendations in assigned client portfolios

Pro-actively discuss investment and/or client problems and concerns with leadership in order to promote timely resolution of outstanding issues

Provide support to the investment committees by providing complete and timely information about assigned client portfolios

Maintain constructive, pro-active working relationship with private client associates to provide timely client service

Participate in new business development

Perform other duties as assigned

Qualification

Investment managementFinancial planningChartered Financial Analyst (CFA)Microsoft ExcelInterpersonal communicationAttention to detailTeam playerAdaptability

Required

Basic knowledge of the investment industry

Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements

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

Intermediate level proficiency with Microsoft Word, Excel and Outlook

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

1+ year trust, bank or investment management experience required