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Portfolio Manager Associate - Commerce Trust
Portfolio Manager Associate - Commerce TrustCommerce Bank • Kansas City, MO, US
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Portfolio Manager Associate - Commerce Trust

Portfolio Manager Associate - Commerce Trust

Commerce Bank • Kansas City, MO, US
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  • [job_card.full_time]
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Portfolio Manager Associate - Ctc

Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.

Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.

Compensation Range :

Hourly : $26.25 - $30.75 (Amount based on relevant experience, skills, and competencies.)

About This Job :

The main purpose of this job is to provide a high level of support to the 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
  • Basic knowledge of the investment field
  • 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, Teams and Outlook
  • Education & Experience :

  • Bachelor's degree in Finance or equivalent combination of education and experience required
  • 1+ year experience in Trust, Bank or Investment Management experience preferred
  • Progress towards Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) designation preferred
  • Location : 1000 Walnut St, Kansas City, Missouri 64106

    Time Type : Full time

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