Private Bank Analyst-Portfolio Manager-2

Pittsburghonsitemanager

Posted today · via Workday

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About this role

Description Duties and Responsibilities Support Portfolio Managers in the day-to-day management of high-net-worth client portfolio relationships and associated service needs. Prepare and coordinate materials for client and prospect meetings. Monitor and oversee portfolio risk measures and assist with portfolio management activities. Communicate with clients to support a high level of service and responsiveness. Learn the composition and management of diversified investment portfolios. Attend client and prospect meetings to gain knowledge of identifying investment objectives, risk tolerance, and financial capacity. Partner closely with equity and fixed income trading desks to support portfolio management activities.…

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Level fit

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Domain experience

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Recency

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Location fit

This role is based in Pittsburgh. We weight your proximity and willingness to relocate.

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