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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 a Wealth Management, Associate Portfolio Manager to join our team. This position is located in Salt Lake City, Utah or Houston TX, and reports up to the Director of Investment Management.  

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.

About Zions Bancorporation

Zions Bancorporation, N.A. is one of the nation's premier financial services companies with annual net revenue of $2.9 billion in 2021 and more than $90 billion of total assets. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. The Bank is a consistent recipient of national and state-wide customer survey awards in small and middle-market banking, as well as a leader in public finance advisory services and Small Business Administration lending, ranking as the tenth largest provider in the U.S. of the SBA’s Paycheck Protection Program loans. In addition, Zions is included in the S&P 500 and NASDAQ Financial 100 indices.

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