Wealth Management Portfolio Analyst - Minneapolis, United States - Bremer Bank National Association

Description

Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers throughout Minnesota, Wisconsin and North Dakota succeed and grow. Our commitment to authentic and enduring relationships starts by taking time to listen and learn about our customers' goals, and innovate to solve their challenges, not only through financial resources but also deep knowledge, insights and ideas.

We expect, encourage and reward entrepreneurial thinking from our employees. We have a shared purpose of cultivating thriving communities, inspired by our founder, Otto Bremer, who spent his lifetime supporting the communities that his banks served in new and unexpected ways. That commitment to community and creative problem-solving contributes to Bremer's culture.

If you want the next chapter in your story to be one where you make a real difference for our customers, communities and economies, we're the bank to join. We foster diversity, equity and inclusion, building on the legacy of our immigrant founder. If you're curious, enjoy collaborating, and start each day with the customer in mind, we invite you to join our team

The primary purpose of the Wealth Management Portfolio Analyst is to support the investment team. Functions include creating and maintaining various investment management reports, assisting with equity and fixed income trading and assisting portfolio managers with various portfolio management functions. This role serves as a liaison with the operations and front office groups.

This role will:

• Be proficient with all technology applications in order to generate and maintain various reports for the investment team and the front office, e.g., Microsoft Office and Morningstar Direct.
• Maintain all investment strategies and benchmarks within Morningstar Direct.
• Accurately and timely report investment performance, and other reporting requirements, each month.
• Maintain the investment team's internal Sharepoint site, ensuring content such as approve lists, model allocations, commentary and other information is updated in an accurate and timely manner.
• Serve as a liaison between the investment team and the investment processing platform to resolve any issues such as failed trades, report system updates and convey other information as needed.
• Update model portfolio trade recommendations on a monthly basis.
• Provide the necessary support to the portfolio managers on the team, allowing them to focus on research and client engagement.
• Actively follow markets and industry news to keep up to date on relevant trends/topics.
• Execute mutual fund, equity and fixed income trades efficiently and accurately.
• Focus on finding better and more efficient ways to manage processes -Strive to grow in investment knowledge in order to assume greater investment responsibilities in the future.
• Ability to effectively communicate with all areas, including front office and operations.
• Demonstrate commitment to Bremer's risk management approach including compliance with all applicable industry regulations, state and federal regulations, Bremer's policies and procedures, and completion of all required training which supports compliance throughout.
• Minimize fraud related losses by maintaining constant awareness and reacting promptly to suspicious activity and deceptive practices; follow established. company guidelines for identification and reaction to suspicious activity and fraud.

QUALIFICATIONS:

• Bachelor's degree or equivalent work experience & 2 years' experience.
• Pursuit of the CFA charter is preferred.
• Ability to effectively communicate both orally and in writing with internal and external customers.
• Ability to present a professional image and demeanor to internal and external customers -Interact constructively and effectively with all constituencies and work collaboratively toward a common goal.
• Communicate effectively with clients and groups of employees in order to build and maintain positive relationships.
• Ability to effectively present information and responses to questions from groups of employees, managers, and/or customers.
• Multi-task and maintain an optimistic outlook in a fast-paced work environment.
• Accept and implement changes with processes, people, and circumstances exhibiting a positive approach to each situation.
• Provide exceptional service to all customers and personalize interactions.
• Interpret and carry out objectives furnished in written or oral form and a demonstrated commitment to act within industry standards.
• Read and interpret safety rules, operating and maintenance instructions, and procedure guidelines and manual.

#LI-hybrid, #LI-KB1

Our Values

Collaboration: We work elbow-to-elbow with our customers, making a difference for them in good times and bad. We share our skills, knowledge and experience to support each other every day.

Commitment: We're deeply invested in the places we live and work, and we're always ready to do whatever it takes to help our neighbors and communities thrive and grow.

Creativity: Imagination and innovation are essential to helping our customers and Bremer succeed. If there's a better way to do something, we'll find it or create it.

Our Benefits

At Bremer, we are committed to supporting and growing the we call home. Our people understand that they represent our name and reputation in every conversation, and that they're backed by an organization that values finding a better way to get things done. . Not just the 401(k), pension plan, healthcare, and vacation kind (we've got those), but the kind of everyday benefits that get you excited for what each day holds.

Bremer Bank is committed to a diverse and inclusive workforce. We've built an organization of experienced, intelligent and collaborative people from a range of all backgrounds, and all of them contribute something essential to helping our customers thrive and grow.

All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by applicable law.

Miscellaneous Items to Note

• Must be currently legally authorized to work in the U.S. without sponsorship for employment visa status (e.g., H1B status, 0-1, TN, etc.). Unless specifically stated in the job posting, we are unable to sponsor or take over sponsorship of an employment Visa at this time.
• Notice to California Applicants - for your awareness, please see
• Accessibility Commitment - Bremer is committed to accessibility, diversity and inclusion for all our applicants. We believe everyone should be able to have equal and effective access to our websites and our services. We have worked very hard to ensure that our website and digital content meet the needs of our applicants and visitors. Click for more information on our accessibility and how to get in touch with us.
• Notice to Third Party Recruiters - Bremer Bank, National Association, including its affiliates, does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed agreement for recruiting or placement services, Bremer will have no obligation and will not agree to pay any referral or recruiting fee. In the event a recruiter or agency submits a candidate for consideration, Bremer explicitly reserves the right to pursue and/or hire any such candidate(s) without any financial or other obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, will be deemed to be the property of Bremer.