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MID CAP ASSISTANT EQUITY PORTFOLIO MNGR-DOWNTOWN KCMO-2014338
| Details |
Country: USA
Location: Kansas City MO
Total applied: 40
Location: 1010 Grand Boulevard
(Downtown KCMO).For more information about UMB, please visit our web site at www.umb.com.
We are an Equal Opportunity Employer. M/F/D/V.
Learn more >>
UMB employs more than 3,000 associates and operates banking centers across Missouri, Illinois, Colorado, Kansas, Oklahoma and Nebraska. Subsidiaries of the holding company and our lead bank, UMB Bank, n.a., include an investment services group based in Milwaukee, and single purpose companies for brokerage services, consulting services and insurance.UMB offers a wide array of financial products and services for both individuals and businesses, including loans, trust and wealth management products, treasury management, financial counseling, investments, custody, brokerage services, credit cards, deposit accounts and much more. Our team of dedicated associates is proud to be part of a longstanding tradition of delivering the unparalleled customer experience, and showing customers they can count on more from UMB. |
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MID CAP ASSISTANT EQUITY PORTFOLIO MNGR-DOWNTOWN KCMO-2014338
Responsibility: Assisting the lead portfolio manager in analytical and marketing duties
including stock research and selection, portfolio management and strategy, and
preparation and delivery of marketing materials and presentations. Excellent
people skills and ability to interact with the media. Ability to direct, lead,
and mentor a dedicated analyst, and productively interact with an analyst staff
of varying experience levels. Ability to write concise and pertinent equity
research reports. Strong PC & and organizational skills. Ability to multi-task.
Attention to detail and ability to work well in a demanding environment.
Passion for and dedication to the investment business.Requirements:Requires a Bachelor's degree from a four-year accredited college with a major
in business related subjects. CFA designation, or significant progress toward a
CFA is essential. Five years prior experience as an equity analyst or PM is
required. Graduate degree a plus, but not required. Experience with Baseline a
plus. Flexibility in stock coverage (i.e. across many industries; we do not
expect specific industry expertise). Full-time. Location: 1010 Grand Boulevard
(Downtown KCMO).For more information about UMB, please visit our web site at
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