Private Bank Analyst - Portfolio Manager jobs in United States
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Huntington National Bank · 1 day ago

Private Bank Analyst - Portfolio Manager

positionFairlawn, OH
timeFull-time
remoteOnsite
seniorityEntry Level
date1+ years exp

Huntington National Bank is seeking a Private Bank Analyst - Portfolio Manager to join their Private Client Group. This entry-level role involves learning to manage client household relationships and delivering high-quality services while working closely with the Portfolio Manager.

Asset ManagementFinanceFinancial Services
badNo H1Bnote

Responsibilities

Works closely with the Portfolio Manager on client relationships
Will be trained in investments and the Portfolio Manager role and will gain broad knowledge of sales and service capabilities
Will develop excellent and client service skills
Will work collaboratively with all practice specialty professionals to provide the fully integrated delivery of comprehensive Private Bank services
Will learn compliance requirements
Will become proficient in Microsoft, Morningstar, Fact Set, Invest Edge and CRM software products
Perform other duties as assigned

Qualification

Financial advisory experienceClient relationship managementInvestment knowledgeMicrosoft proficiencyCRM software proficiencyProfessional demeanorCommunication skillsTeam collaboration

Required

Bachelor's Degree
1 year (or more) experience in banking/finance

Preferred

Demonstrated success working with high net worth banking customers
Proven ability to build strong relationships with customers
Financial advisory/sales experience in banking, investment, or insurance products and services
Professional demeanor
Strong communication skills
Ability to work collaboratively in a team environment

Company

Huntington National Bank

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Huntington National Bank offers consumer, small business, and commercial banking, mortgages, wealth, and insurance services. It is a sub-organization of Huntington Distribution Finance.
dateFounded in 1866
location
Columbus, Ohio, USA
people-size10001+ employees
web-link
http://www.huntington.com

Funding

Current Stage
Public Company
Total Funding
$1.75B
Key Investors
FHLB Cincinnati
2026-01-17Grant
2024-11-18Post Ipo Debt· $1.75B
1978-01-13IPO

Leadership Team

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Donnell White
Senior Vice President - Chief Inclusion Officer
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Dontae Noel
Emerging Payments & Platforms Strategy
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Recent News

Morningstar.com
Cadence Bank Announces Fourth Quarter and Annual 2025 Financial Results
2026-01-22
PR Newswire
Huntington Bancshares Incorporated Reports 2025 Fourth-Quarter Earnings
2026-01-22
Investing.com
Huntington Bancshares beats Q4 estimates, shares fall on acquisition costs
2026-01-22
Company data provided by crunchbase