Enterprise Bank & Trust VP, Portfolio and Investment Analyst in Clayton, Missouri
VP, Portfolio and Investment Analyst
Wealth Products Group
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A Portfolio and Investment Analyst’s chief role is to (i) assist the Chief Investment Officer in the Trust Department’s investment strategy development, planning and processes, and (ii) to provide analytical support as necessary and directed by the CIO. Additionally, the position will have some direct responsibility for managing some of the Trust Department’s less complicated client investment portfolios.
Serve as lead investment contact to assigned client relationships for investment planning and investment advisory issues. Such issues will typically include investment risk tolerance assessment, asset allocation analysis, investment reviews and asset protection strategies.
Manages and updates, as needed, the automated computer scoring process (SRL, FIRL and MFIRL) for the Trust Department’s internal proprietary individual equity and fixed income security process as directed by the CIO.
Manages the internal quantitative and qualitative due diligence system (IMRL) for the Trust Company’s third party investment managers (mutual fund, ETF and separately managed accounts).
Provide necessary support to the Portfolio Management team and to other teams within the Trust Department as necessary including but not limited to portfolio trading and rebalancing, compliance report creation, investment policy statement preparation, manager analysis and report creation.
Provide operational assistance to the Portfolio Management team including daily monitoring of cash levels, daily review of the Securities Monitoring System Report and review of the Daily Investments/Cash Report (Overdrawn Accounts).
Research cost basis issues for clients in managed accounts.
Prepare content for proposals for New Business in conjunction with Wealth Advisors, Trust Officers, Administrators, Portfolio Managers and Planning Specialists.
Ensure proper regulatory compliance in processes and procedures for the team.
Attend client meetings as needed.
Assist with annual regulatory Exams and Audits.
Maintain knowledge of trust policies.
Comprehensive understanding of asset allocation, investment trading, security research, investment selection, risk management and economic research.
In depth experience with investment management procedures and practices. Including designing and developing investment policy statements, investment trading, investment tax planning and tax loss harvesting for both traditional and alternative asset classes.
Portfolio management software experience as well as the ability to learn specialized software.
Must have a willingness to develop excellent communication, presentation and tactful interpersonal skills which apply mainly to the internal team environment but also to client communications.
Must be self-motivated and have the ability to handle multiple clients and multiple business partners at one time. Effective time management and organizational skills are essential.
Sound business discretion, good judgement, and excellent problem solving skills.
Strong working knowledge of regulations, compliance standards, and market trends.
Education and/or Experience:
Bachelor’s degree (B.A.) from four-year college or university
Three?-five? years’ experience in the investment and economics fields and/or training; or equivalent combination of education and experience
Must demonstrate and ability to learn portfolio management software as well as the ability to learn other specialized software.
Computer and Software Skills:
Skilled in operation of a personal computer, including Microsoft Word, PowerPoint and Excel
Ability to learn bank specific software
Certificates, Licenses and Registrations:
- CFA or higher academic degree (i.e. MBA, MS, Ph.d.) preferred.