PWM Partner Portfolio Manager

U.S. Bank • St. Louis, MO

3d • Hybrid

About The Position

The Private Wealth Management (PWM) Investment Partner is responsible for the day-to-day management of an assigned book of client relationships, focusing on investment oversight, portfolio construction, risk management, and high-quality client service. This role is designed for an investment professional who excels at managing assets and relationships. Additionally this role will serve as a support function to Senior Portfolio Managers with opportunities to learn and grow as part of a team. Incumbents need to possess a proven track record of sales support to be viewed as a trusted partner to a Portfolio Manager.

Requirements

• Bachelor's degree, or equivalent work experience
• Four to seven years of related experience
• proven track record of sales support to be viewed as a trusted partner to a Portfolio Manager

Nice To Haves

• Thorough knowledge of departmental operations/policies and U.S. Bank products and services
• Effective interpersonal, verbal and written communication skills
• Strong client facing skills
• Ability to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidance
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
• Well-developed analytical skills
• Pursuit of professional credentials (CFP, CFA, etc.) a plus
• Passing Level 1 and 2 of CFA designation highly desirable

Responsibilities

• day-to-day management of an assigned book of client relationships
• investment oversight
• portfolio construction
• risk management
• high-quality client service
• support function to Senior Portfolio Managers

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees