Toledo, OH, 43620, USA
12 hours ago
Private Bank Analyst - Portfolio Manager
Description + This is an entry level position and involves learning all aspects of successfully managing the day-to-day needs of high-net-worth client portfolios. The analysts will work very closely with Portfolio Managers to assure a high level of client service is provided. This position requires strong computer and analytical skills. This individual must be detail oriented and possess the ability to effectively communicate. A minimum basic knowledge of investing and current market conditions would be helpful. The portfolio analysts will prepare meeting materials, oversee risk measures, communicate with clients and learn the composition of highly effective diversified portfolios. The portfolio analyst will attend client and prospect meetings to gain knowledge of properly identifying appropriate investment objectives, levels of risks and financial capacity. This individual will work closely with our equity and fixed income trading desks, line of business and compliance partners, as well as the chief investment office to serve as a liaison for Portfolio Managers. + Basic Qualifications: + Bachelor's Degree + 1 or more years of banking/financial services experience Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basi
Confirm your E-mail: Send Email