Private Wealth Management - Investment Specialist Assistant

Clayton, Missouri (US)
This is an hourly role plus bonus and benefits.
13 Oct 2021
12 Nov 2021
Job Function
Banking, Wealth Management
Employment Type
Full Time

This position will serve as both administrative support for 1-2 Portfolio Managers as well as helping a large team of Portfolio Managers on special projects, trading, asset allocation, research, marketing and investment management. It is an opportunity to continue to grow in an investment management role and may be filled with someone who is actively pursuing the CFA Charter who may be able to fill a Portfolio Manager role in the future.

Basic Qualifications - Bachelor's degree in Business required, AND
- Three or more years of financial services experience

Preferred Skills/Experience


- CFA Candidate


- Experience in investment management


- Have the business acumen to take on both administrative support functions as well as investment management, research and trading


- Desire to learn the full investment capabilities offered to Private Wealth Management clients


- Advanced Excel skills as well as experience with Factset
- Expert knowledge of departmental operations/policies and bank products/services
- Excellent interpersonal, verbal and written communication skills
- Exceptional customer service skills
- Ability to identify and resolve exceptions and to interpret data
- Ability to resolve complex problems with minimal guidance
- Experience with department-specific systems


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