Associate Wealth Management Portfolio Manager - Salt Lake City

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are currently seeking an Associate Wealth Management Portfolio Manager to join our team. This position is located in downtown Salt Lake City, Utah. The Associate Portfolio Manager (APM) role is 30-40% client facing and works closely with other Wealth Management team members, especially wealth advisors, to solicit new business and service existing investment clients. The APM is also expected to contribute to investment decision making and investment communications. Is expected to be proactive and prompt with all client inquires.
Responsibilities:

• Assist management of client investment portfolios for high-net worth individual and institutional clients.
• Proactively assist senior Portfolio Managers to ensure client portfolios are aligned with investment models.
• Explain and differentiate between various investment strategies and opportunities.
• Participate in client retention activities including helping to prepare presentations and investment related information for clients.
• Help conduct due diligence and portfolio analysis.
• Clearly articulate purpose of investment decisions and asset allocation.
• Monitor client rebalancing needs and help direct trades as needed.
• Experienced in mutual funds, ETFs, separately managed accounts, and private capital.
• Work effectively as part of a team in an investment advice driven business model.
• Responsible for analyzing, proposing, and documenting portfolio trades in a team environment.
• Effectively implements investment decisions and trades and rebalances client accounts according to change in asset allocation model or individual client needs and objectives.
• Works in conjunction with senior Portfolio Managers and operations department to execute daily investment decisions in accordance with investment policy and client investment objectives.
• Responsible for completing investment projects as assigned, evaluating market trends, and analyzing securities.
• Other duties as assigned.

Requirements:

• Requires a Bachelors Degree
• 2+ years of directly related experience.
• Strong analytical, organizational, communication and problem-solving skills required.
• CFA preferred

Located in the heart of downtown Salt Lake City, the Zions Bank Building serves as the headquarters of both Zions Bancorporation and Zions Bank. The building sits adjacent to City Creek Center, a world-class shopping and dining destination with more than 100 stores and restaurants. The Zions Bank Building stands tall among Salt Lake City's central business district, providing hundreds of team members with an exceptional work environment and features such as:

• Easy access to the City Creek UTA TRAX station, as well as various electric vehicle charging stations in most City Creek area garages;
• An employee-only fitness center and bike storage;
• An employee lounge, kitchen, micro market, game tables, couches and TVs;
• Private mothers' rooms and lockers; and
• Access to downtown shopping, dining, arts and entertainment.