Portfolio Manager Associate

About This Job

The main purpose of this job is to provide a high level of support to the team. This role will answer client questions, provide specialized reporting, and help with internal communications.

Hourly: $26.70 - $31.50 (Amount based on relevant experience, skills, and competencies.)

For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Portfolio Manager Associate job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs.

The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $26.70 to $31.50 per hour. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.

• Provide compliance and investment support to team members, including preparation of client presentation materials and customized reports
• Provide support assistance to clients
• Provide administrative support to investment committees
• Attend all internal investment related meetings to advance investment acumen
• Perform other duties as assigned

• Basic analytical and problem‑solving skills
• Basic knowledge of the investment field
• Motivated and organized self‑starter with strong attention to detail and the ability to manage multiple priorities
• Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
• Basic level proficiency with Microsoft Word, Excel, Teams and Outlook

• Bachelor’s degree in Finance or equivalent combination of education and experience required
• 1+ year experience in Trust, Bank or Investment Management experience preferred
• Progress towards Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) designation preferred

The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits.  to learn more.

11405 Nall Avenue, Leawood, Kansas 66211

Full time