layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
Loading LAYIQ…
Job opportunity
Private Bank Analyst II - Portfolio Management
Youngstown, OH; Boardman Bo Yngstwn Mah Val
Source: Huntington Bank careers · View original posting
- Employment
- full time
Employer job description
From Huntington Bank's posting. “We” and “our” refer to the employer.
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.