Private Bank Analyst: Portfolio Manager Support

Huntington National Bank; Pittsburgh (Allegheny County); Hybrid; USD 65,000 - 95,000; Full time

Job summary

Huntington National Bank is seeking a detail-focused professional to support Portfolio Managers in day-to-day client relationships and service needs. You will prepare materials for meetings, monitor risk measures, and coordinate with trading desks to support portfolio management across diversified investments.

The role emphasizes learning investment products and markets, attending client meetings to understand objectives and risk tolerance, and delivering high-quality service within a

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.

Job description

Huntington National Bank is seeking a detail-focused professional to support Portfolio Managers in day-to-day client relationships and service needs. You will prepare materials for meetings, monitor risk measures, and coordinate with trading desks to support portfolio management across diversified investments.

The role emphasizes learning investment products and markets, attending client meetings to understand objectives and risk tolerance, and delivering high-quality service within a