Portfolio Management Support Analyst II – Private Bank

Huntington Bancshares, Inc.; Youngstown (OH); Ibrido; USD 45.000 - 65.000; Tempo pieno

Descrizione del lavoro

Huntington Bancshares, Inc. is seeking a Portfolio Support Associate for our Private Bank to assist Portfolio Managers with daily client relationships, meeting preparation, and risk monitoring.

You will work closely with equity and fixed income desks, support client service, and help translate market conditions into actionable insights for high‑net‑worth clients while upholding our standards of integrity and professionalism.

Competenze

• Bachelor's degree required.
• 1+ years of experience in banking or finance.
• Investment knowledge preferred.
• Strong client service and communication skills required.

Mansioni

• Support Portfolio Managers in day-to-day management of client portfolio relationships and service needs.
• Prepare and coordinate materials for client and prospect meetings.
• Monitor and oversee portfolio risk measures and assist with portfolio management activities.
• Communicate with clients to support a high level of service and responsiveness.
• Learn the composition and management of diversified investment portfolios.
• Attend client and prospect meetings to understand objectives and risk tolerance.

Conoscenze

Investment knowledge

Client service

Formazione

Bachelor's Degree

Descrizione del lavoro

Huntington Bancshares, Inc. is seeking a Portfolio Support Associate for our Private Bank to assist Portfolio Managers with daily client relationships, meeting preparation, and risk monitoring.

You will work closely with equity and fixed income desks, support client service, and help translate market conditions into actionable insights for high‑net‑worth clients while upholding our standards of integrity and professionalism.