Portfolio Manager III

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POST DATE 9/13/2016
END DATE 10/23/2016

Commerce Bank Kansas City, MO

Kansas City, MO
AJE Ref #
Job Classification
Full Time
Job Type
Company Ref #


20275 Portfolio Manager III (Open)

Job Category:

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

Location: 118 W. 47th Street, Kansas City, Missouri 64112 ----------------------------------------------------------------------

Job Expectations:

How would you like to work for a great company that offers career growth and values your skills and experience? For over 150 years, Commerce Bank has built a strong reputation as a Super Community bank and is recognized as an industry leader. In today's growing and competitive financial services industry, we look for creative and innovative solutions to meet the needs of our customers. To achieve our results, we recruit the best and brightest employees who ask, listen and solve to meet our customers' needs!

Commerce Bank is seeking a motivated and customer focused individual for a Portfolio Manager III opportunity. The Portfolio Manager III position:

-Determines the appropriate investment objective of assigned CTC client investment portfolios, working with the client and administrative officer as appropriate. Determines the appropriate asset allocation mix, and implements the asset mix with approved securities, both equity and fixed income.

-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 being met, and that portfolios are in compliance with investment objectives and CTC security-specific 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 Society of Financial Analysts program as appropriate.

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

-Maintains a constructive, pro-active working relationship with Trust Administrators in order to provide timely client service. (Maintains a constructive, pro-active working relationship with all colleagues, facilitating a team effort.)

-Participates in new business development activities as assigned.

-Performs other special projects or duties as assigned.

Work Hours: Monday-Friday 8am-5pm


-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 common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to effectively present information to top management, public groups, and/or boards of directors. Superior communication skills are required.

Time Type:

Full time