Portfolio Analyst & Trader

Essential Duties & Responsibilities

• Makes sure client account cash levels are monitored and excess cash is invested when necessary.
• Trades investments independently based on client goals and risk tolerance.
• Processes ad-hoc trade requests and reviews portfolios for tax loss harvesting opportunities.
• Communicates suitable investment portfolio trade recommendations to clients, Wealth Advisors, Trust Officers, and Portfolio Managers.
• Completes compliance investment reviews and prepares investment recommendations for clients and prospects.
• Creates Investment Policy Statements as needed and assists with Mutual Fund and ETF fund research.
• Aids in client conversations regarding high conviction ETFs and Mutual Funds and prepares investment review materials.
• Prepares committee-level reports for the Compliance Committee and Investment Committee.
• Serves as secretary to the Investment Committee and creates, checks, delivers, and explains periodic investment reports to clients.
• Assists with closing new client prospects and creating, testing, documenting, and implementing new policies and procedures.
• Develops and implements new investment research ideas in Factset (or current research system).
• Provides regular reporting to other Enterprise Bank & Trust departments and performs other duties as required.

Qualifications

• High level of ethics, integrity, and professionalism in all client, prospect, public, and internal interactions.
• Excellent verbal and written communication skills.
• Strong research, analytical, math, and decision-making skills based on a thoughtful assessment of risk and attention to detail.
• Self-motivated to work independently and take ownership and accountability.
• Sound business discretion, good judgment, and excellent problem-solving skills.
• General knowledge of market trends, compliance standards, and trust products.

Education And/or Experience

• Bachelor's degree (B. A.) from four-year college or university.
• One to three years related experience and/or training.

Computer And Software Skills

• Working knowledge of Microsoft office suite and Google.
• Intermediate skills in Word, Excel, and PowerPoint.
• Skilled in operating Fidelity Wealthscape, Tamarac, and Salesforce.
• Understanding of the Factset Research system and other investment-related applications is a plus.