Private Bank Analyst II - Portfolio Management

Huntington Bancshares, Inc.; Youngstown (OH); Hybride; USD 45 000 - 65 000; Plein temps

Résumé du poste

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.

Qualifications

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

Responsabilités

• 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.

Connaissances

Investment knowledge

Client service

Formation

Bachelor's Degree

Description du poste

Description

Duties and Responsibilities

• Support Portfolio Managers in the day-to-day management of high-net-worth client portfolio relationships and associated 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 gain knowledge of identifying investment objectives, risk tolerance, and financial capacity.
• Partner closely with equity and fixed income trading desks to support portfolio management activities.
• Serve as a liaison between Portfolio Managers, line of business partners, compliance partners, and the Chief Investment Office.
• Develop a working knowledge of investment products, financial markets, and current market conditions.
• Demonstrate strong analytical, computer, organizational, and communication skills while maintaining a high level of accuracy and attention to detail.
• Contribute to the delivery of exceptional client service and support the overall objectives of the Private Bank investment team.
• Perform other duties as assigned.

Basic Qualifications:

• Bachelor's Degree
• 1 or more years of experience in banking or finance

Preferred Qualifications:

• Investment knowledge
• Strong client service and communication skills

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

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 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 basis.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.