What are the responsibilities and job description for the Portfolio Manager Associate position at Commerce Bank?
About Working at Commerce
Wouldn’t it be great to build your career at a bank that’s known for helping people with their financial challenges? That’s exactly what you’d be doing when you join the team at Commerce Bank. We’re looking for teammates who are ready to do whatever it takes to help our customers with their everyday financial needs. You’d be helping yourself too, because Commerce has a tradition of recognizing and rewarding team members for their talent, skills and contributions.
No wonder we’ve been an industry leader for over 150 years and have developed a reputation as a great place to work in the financial services world. If you’d like to be a part of a team and culture that is respected by its peers and in your community, we should talk. We’re always looking for the best and brightest.
About This Job
The main purpose of this job is to provide a high level of support to the Portfolio Management Team. This role will answer client questions, provide specialized reporting, and help with internal communications.
Essential Functions
Provide compliance and investment support to team members, including preparation of client presentation materials and customized reports
Provide support assistance to clients
Provide administrative support to investment committees
Attend all internal investment related meetings to advance investment acumen
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Basic analytical and problem-solving skills
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
Basic level proficiency with Microsoft Word, Excel and Outlook
Education & Experience
Bachelor’s degree in Financial Services or equivalent combination of education and experience required
1 years’ experience in Trust, Bank or Investment Management experience required
Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) designation preferred
#LI-Trust
#LI-Onsite
Location: 8000 Forsyth, St. Louis, Missouri 63105Time Type:
Full time