Portfolio Management (Associate)

Wealth Management Solutions, Portfolio Management Associate (Trade Coordination)

The Portfolio Management Group (PMG) is the implementation engine for the Private Bank’s discretionary investment business, providing leverage for investment advisors and front office partners as they pursue the Firm’s growth initiatives. PMG is responsible for implementing the investment strategy and portfolio construction decisions set by the Private Banking Strategy/CIO teams, including portfolio rebalancing and ongoing risk management across investment management and trust portfolios.

This Associate role sits within a trade coordination function and is responsible for advancing approved trade ideas through the full lifecycle—pre-trade analysis, trade planning, execution coordination, and post-trade review—while ensuring adherence to risk controls, fair allocation, and best execution standards.