Wealth & Investment Strategy Manager
Description
Summary :
The Wealth & Investment Strategy Manager manages "strategies" of stocks, bonds, funds or a combination of those in a Team Managed format for client accounts.
Additionally, they serve as research analysts within the equity, fixed income or open architecture teams.
Duties & Responsibilities :
- Manage client assets within the scope of the equity, fixed income, open architecture, retirement plan services or other strategy, as assigned by the Chief Investment Office.
- Completes effective and understandable research as assigned within the equity, fixed income, open architecture, retirement plan services or other teams within the Chief Investment Office by : Conducting due diligenceDetermining investibilityWriting research reportCommunicating to internal sales and support teams across the Private Bank and HFA
- Provides detailed research analysis and communication to internal sales and support teams across the Private Bank
- Provides Strategy support via narrative and other marketing support
- Provides insights, client / prospect support and other materials for Portfolio Managers in the file
- Completes other duties as assigned within the Chief Investment Office to support customers, colleagues or the company (Huntington)
- Supports all sales & service goals within the Chief Investment Office
- Other duties as assigned.
Basic Qualifications :
- Bachelor's Degree with emphasis in Economics, Investments or Finance
- 5-7 yrs investment experience; 2yrs in current role
- Prior experience running mutual funds or centrally managed portfolios
Preferred Qualifications :
MBA / CFA or other professional designation or working towards a professional designation associated with the financial management industry (CFP, CFA, CTFA, CMT, etc.)
Exempt Status : (Yes not eligible for overtime pay) ( No eligible for overtime pay)
Workplace Type :
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice : Visit Huntington's Career Web Site for more details.
Agency Statement : Huntington does not accept solicitation from Third Party Recruiters for any position
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