Bank of the West Wealth Portfolio Manager in Denver, Colorado
Wealth Portfolio Manager
At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people’s lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we’re a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth.
Job Description Summary
Responsible for the investment management and client relations for various types of assigned accounts; personal trusts and institutional plans. May also be responsible for the research and valuation of closely held assets and limited partnerships.
Essential Job Functions
Ensures assigned accounts are in compliance with Bank audit and security standards, policies and procedures.
Provides advice and guidance to trust account administrators with respect to investment policies and procedures.
Maintains a continuous study of financial news, reports, digests, and financial services to keep informed of economic and financial conditions affecting markets subject to trust investment.
Manages the investment portfolios of assigned accounts (including some complex accounts) entailing analyzing customer objectives, determining appropriate asset allocation in conjunction with objectives and risk tolerance. Also constructs and manages common stock, fixed income, and cash-equivalents portions of clients' accounts using approved investment strategies.
Participates in the development of new business from existing or prospective customers.
Compiles data for and prepares regularly scheduled or special reports, analyses and statements for client meetings & sales support.
Meets regularly with trust clients to review investment objectives and performance.
Performs all primary client contact and support for activities in agency accounts to whom they are assigned.
Other Job Duties
- Performs other duties as assigned.
Requires advanced knowledge of job area typically obtained through advanced education combined with experience.
May have practical knowledge of project management.
Requires 5 years minimum prior relevant experience.
- Bachelor's Degree
Knowledge of economics and equities and fixed income investing and trading.
Analytical and research.
Develop office procedures.
Maintain filing systems.
Equal Employment Opportunity Policy
Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.
Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.
Job: Portfolio Management
Location: United States-Colorado-Denver
Other Locations: United States-Nebraska-Omaha
Requisition ID: 060689