Wealth and Investment Portfolio Manager III

0101 The Huntington National Bank; Dallas (TX); Hybrid; USD 90,000 - 140,000; Full time

Job summary

Huntington National Bank seeks an experienced Investments Analyst to manage portfolios aligned with client objectives and market conditions.

The role focuses on monitoring performance, recommending strategies, and providing ongoing client service. There may be opportunities for supervising junior staff and collaborating with business development on joint sales calls.

Qualifications

• Bachelor's degree plus 5+ years of investment/analyst experience.
• Strong analytical and client-facing skills.
• Ability to monitor portfolio performance and recommend strategies.

Responsibilities

• Manage medium/large portfolios based on client objectives.
• Monitor investment performance and adjust strategy.
• Support customer service and engage in joint sales calls with business development.
• Potential supervisory responsibilities for junior staff.

Skills

Portfolio analysis

Client service

Investment strategy

Education

Bachelor's Degree

Job description

Manages medium/large and complex portfolios based on client and corporate investment objectives. Works closely with the customer to monitor investment performance and recommend a strategy. Responsible for ongoing customer service and joint sales calls with business development staff. Must keep current on related market trends. May have supervisory responsibility for less experienced employees.

Basic Qualifications

Bachelors Degree 5 or more years of Investments/Analyst experience Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes 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.

Equal Opportunity

Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Company Values

Welcome to Huntington! At Huntington, we look out for people. From reinventing banking with game-changing innovations to building an internal culture that creates lifelong bonds, together, we can make people’s lives better. And amazing things happen when we look out for each other. We prove it every day. Whether it’s helping a colleague or collaborating on a new tool that will revolutionize the way we save money, our actions can have a huge impact. Our colleagues look out for people with a Can-Do Attitude, Service Heart and Forward Thinking. Those are our values simple but powerful. Each of them pushes us do the right thing, to do right by people. Because people are what matter.

Contact & Accessibility

If you’d like to learn more about how Huntington looks out for people, visit https://www.huntington.com/lookingout. We endeavour to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of this site or if you require a reasonable accommodation to apply for a job or to perform the essential functions of the job, please send an email to [e-mail].

Reasonable Accommodations

Reasonable Accommodations Various methods will be used throughout the recruitment process to verify candidate authenticity. Any interviews conducted virtually must be joined from a distraction-free environment, with the candidate on camera and without the use of virtual backgrounds.

Legal Statements

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