Portfolio Analyst I

Wealth Management And Advisory Services Investments Team Member

As a member of the Wealth Management and Advisory Services Investments (WMASI) team, participates in the management of client investment portfolios with the goal of exceeding client expectations. Analyzes investment securities or client investment portfolios, prepares reports, and assists the Portfolio Managers with the management of investment securities and investment portfolios. Participates in the development and retention of client relationships though the support of the WMAS Investments team and the investment process, providing customer service to clients when needed. This position involves constant contact and coordination with both the Client Portfolio Managers and Relationship Managers / Associates.

Essential Functions :

• Monitors and updates securities on the WMAS system of record (SEI), including undefined securities, security subscriptions, and S&P universal changes.
• May participate in SEI INC resolution meetings on behalf of the WMAS Investments team, submitting RITMs and INCs on the SEI platform, monitoring and tracking progress.
• Monitors and maintains WMAS Investments SharePoint site, analyzing and recommending changes to improve efficiency and use of the site.
• May serve as record keeper for TIC meetings.
• Updates and maintains various databases used by the WMAS Investments team, including Excel worksheets, Morningstar, Bloomberg, Baker Hill, Smartleaf, etc.
• Generates reports and report packages for Client Portfolio Managers, meetings, and regulatory reporting purposes, including reports for Trust Investment Committee (TIC), WTB Holdings, FDIC / Internal Audit requests, etc.
• Regular, reliable attendance is required. Performs other duties as required or assigned.
• Completes account maintenance, including account set-ups and closures.

Qualifications :

Pay Range : $20.85 - $31.30 per hour The compensation range represents the low and high end of the base compensation range for this position located in Spokane, Washington. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is eligible to participate in an applicable annual bonus plan.