Private Bank Analyst to Portfolio Manager - Entry Role

Huntington; Grand Rapids (MI); Hybrid; USD 54,000 - 75,000; Full time

Job summary

Huntington is seeking an entry-level Private Bank Analyst - Portfolio Manager in Grand Rapids, MI to learn all aspects of managing client household portfolios and delivering high-quality services.

You will work closely with the Portfolio Manager, develop client service skills, and gain exposure to investments, sales, and compliance while training in Morningstar, FactSet, Invest Edge, and CRM software.

Qualifications

• Bachelor's degree required.
• 1 year in banking/finance preferred.
• Experience with high net-worth clients is a plus.
• Ability to build strong client relationships and deliver quality service.
• Strong communication and teamwork skills are essential.

Responsibilities

• Assist Portfolio Manager with client relationships.
• Learn investments and Portfolio Manager duties.
• Work with practice professionals for integrated delivery of services.
• Develop client service skills and compliance knowledge.
• Gain proficiency in CRM and financial software.

Skills

Relationship building

Communication skills

Team collaboration

Client service

Professional demeanor

Education

Bachelor's Degree

Tools

Microsoft Office

Morningstar

FactSet

InvestEdge

CRM software

Job description

Huntington is seeking an entry-level Private Bank Analyst - Portfolio Manager in Grand Rapids, MI to learn all aspects of managing client household portfolios and delivering high-quality services.

You will work closely with the Portfolio Manager, develop client service skills, and gain exposure to investments, sales, and compliance while training in Morningstar, FactSet, Invest Edge, and CRM software.