Senior Portfolio Manager — Wealth & Investment Advisory

Commerce Trust; St. Louis (MO); On-site; USD 137,000 - 215,000; Full time

Benefits offered by this job

Health, dental and vision insurance

401(k) plan

Paid vacation and personal time

Job summary

Commerce Trust in Clayton, MO is seeking a Portfolio Manager III & Senior to lead assigned client portfolios, establish investment objectives, asset allocation, and report performance. The role requires meeting clients, providing investment recommendations, and collaborating with private client teams.

The ideal candidate has 5+ years in trust or investment management, with a Bachelor's degree and CFA/CFP designation preferred. Benefits include health/dental/vision, 401(k), and paid vacation time.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• 5+ years trust, bank or investment management experience.
• CFA and/or CFP designation preferred.

Responsibilities

• Meet with assigned clients regularly and provide portfolio reporting.
• Determine appropriate investment objectives for client portfolios and work with clients accordingly.
• Provide investment recommendations and timely reporting for assigned portfolios.
• Review client portfolios to ensure objectives are met and align with recommendations.
• Support investment committees with complete information on client portfolios.
• Maintain strong client relationships and assist with new business development.

Skills

Portfolio management

Investment management concepts

Presentation skills

Communication skills

Education

Bachelor's degree

CFA/CFP designation preferred

Tools

Microsoft Office (Word, Excel, Teams, Outlook)

Job description

Commerce Trust in Clayton, MO is seeking a Portfolio Manager III & Senior to lead assigned client portfolios, establish investment objectives, asset allocation, and report performance. The role requires meeting clients, providing investment recommendations, and collaborating with private client teams.

The ideal candidate has 5+ years in trust or investment management, with a Bachelor's degree and CFA/CFP designation preferred. Benefits include health/dental/vision, 401(k), and paid vacation time.