Portfolio Analyst and Trader
Enterprise Bank & Trust - Clayton, MO

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Provides analytical and trading support for the investment management department of the Trust Company. Also support the analytical needs and trading needs of the Trust Company’s Wealth Advisors.
  • Rebalances client portfolios
  • Implements trades on the SEI Moxy trading platform
  • Implements trades on the Charles Schwab trading platform
  • Prepares dollar cost averaging scheduled, investment plans and implementation plans
  • Prepares compliance investment reviews as requested
  • Created Investment Policy Statements as requested
  • Reviewed portfolios for tax loss harvesting opportunities and recommends tax loss harvesting trades
  • Performs mutual fund and ETF fund research as requested and obtains fund fact sheets as needed
  • Prepares reports on the 401(k) collective funds as requested
  • Prepare Moningstar analysis of Enterprise approved fund performance and pro form client portfolio performance as requested
  • Analyses annuity sub-account investments as requested
  • Monitors client account cash levels
  • Reviews Securities Monitoring System Reports on a daily basis and identifies areas of concern to the CIO
  • Monitors client accounts for overdrafts on a daily basis and alerts the appropriate investment officer of the situation
  • Communicates the objectives of Enterprise Bank & Trust from an investment standpoint clearly and effectively on an internal and external basis
  • Prepares necessary materials with regard to monthly/quarterly client, Wealth Advisor and Department requests.
  • Excellent verbal and written communication skills
  • Excellent research, analytical and math skills
  • Ability to work efficiently on an independent basis but also function cooperatively on a team basis.
  • Quick learner and a “can do” attitude
  • Must be self-motivated and have the ability to handle multiple clients and business partners at one time. Effective time management and organizational skills are essential.
  • Ability to demonstrate sound business discretion, good judgment and excellent problem solving skills.
  • None
  • One to three years related experience and/or training
  • Bachelor's degree (B. A.) from four-year college or university
  • Skilled in operation of a personal computer, including Microsoft Word, Excel and PowerPoint
  • Understanding of the Bloomberg information system and other investment related application is a plus.
  • Ability to learn new software tools quickly is necessary.
  • None

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