Private Bank Analyst - Portfolio Manager

Huntington Bancshares, Inc.; Midland (MI); On-site; USD 50,000 - 65,000; Full time

Job summary

Huntington Bancshares is looking for an entry-level Portfolio Analyst to manage high-net-worth client portfolios. You will work closely with Portfolio Managers, focusing on client service and financial analysis. Ideal candidates require a Bachelor’s degree and 1+ years of banking or finance experience. Strong analytical and communication skills are essential for success in this role.

Benefits

Flexible work arrangement availability

Qualifications

• 1 year or more of experience in banking/finance preferred.
• Basic knowledge of investing and current market conditions helpful.
• Experience with high net worth banking customers is a plus.

Responsibilities

• Manage day-to-day needs of high-net-worth client portfolios.
• Prepare meeting materials and oversee risk measures.
• Attend client meetings to identify investment objectives.

Skills

Computer skills

Analytical skills

Communication skills

Detail-oriented

Client relationship building

Education

Bachelor's Degree

Job description

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 year (or more) experience in banking/finance

Preferred Qualifications:
•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

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 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.

Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.