Portfolio Manager III - Clayton

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POST DATE 9/13/2016
END DATE 11/13/2016

Commerce Bank St. Louis, MO

St. Louis, MO
AJE Ref #
Job Classification
Full Time
Job Type
Company Ref #


19912 Portfolio Manager III - Clayton (Open)

Job Category:

Grade 10 ----------------------------------------------------------------------

Location: 8000 Forsyth, St. Louis, Missouri 63105 ----------------------------------------------------------------------

Job Expectations:

Portfolio Manager III - Clayton

Commerce Trust Company is looking for a highly motivated, dynamic, and experienced individual for our Portfolio Manager role located at our main office in Clayton.

Responsibilities include:

* Determines the appropriate investment objective of assigned Commerce Trust Company (CTC) client investment portfolios, working with the client and Private Client Advisor as appropriate. Determines the appropriate asset allocation mix, utilizing Commerce Trust Company investment guidance allocating amongst equity, fixed income, and alternative investment classes.

* Meets with assigned CTC clients on a regular basis, providing portfolio and investment reporting, and making investment recommendations as appropriate. Provides information to clients regarding general market and economic conditions, consistent with the CTC investment and economic market outlook.

* Regularly reviews existing client portfolios to ensure that investment objectives are achieved, and that portfolios are in compliance with investment objectives and CTC investment guidance recommendations. Provides timely implementation of CTC security-specific recommendations in assigned client portfolios.

* Participates proactively in the CTC Trust Investment Committee process, providing complete and timely information about assigned client portfolios. Actively participates in ensuring compliance with all relevant policies and procedures.

* Keeps informed on a timely basis of investment industry developments, disseminating information as appropriate. Participates in local CFA Society or Financial Planning Society continuing education programs as appropriate.

* Pro-actively discusses investment and/or client relationship challenges and concerns with supervisor in order to promote timely resolution of outstanding issues.

* Maintains a constructive, pro-active working relationship with Private Client Advisors, Private Bankers, Financial Advisory Services, and other colleagues to facilitate a team, advice-based approach to timely client service.

* Participates in new business development activities as assigned. Seeks new business referral opportunities to expand current book of business.

* Performs other special projects or duties as assigned.


Master's degree (M.B.A.) or equivalent preferred; Undergraduate degree in business or related field and five to ten years related portfolio management/analysis experience required; or equivalent combination of education and experience. Chartered Financial Analyst (CFA) designation or CFP (or concurrent enrollment) required.

Preferred Applicants will have:

Ability to read, analyze, and interpret common technical journals, financial reports, and investment documents. Ability to respond to client concerns, inquiries from regulatory agencies, or members of the business community. Ability to effectively present information to clients and prospects, senior management, public groups, and/or boards of directors. Superior communication skills are required.

Time Type:

Full time