Associate II, Portfolio Manager

Job Description

• Associate II portfolio management role supporting equity and fixed income investment portfolios through discretionary trading, research, client relationship management, and operational reporting.
• Execute trades, manage assigned accounts within established guidelines and risk parameters, rebalance portfolios, and exercise cash-management discretion.
• Produce monthly and quarterly performance reports, fact sheets, economic reviews, firm-wide asset reports, bond purchase reports, and ad-hoc analyses; support the CCB Investment Committee.
• Requires a Bachelor's degree in Finance, Economics, Business Administration, or a related field; CFA Level I candidacy or progress toward the CFA designation is preferred.
• Requires 1-3 years of investment management, portfolio operations, or related financial services experience, including equity or fixed income trade execution and portfolio/trading systems exposure; onsite in Parkway, MO.