Description
Team Managed Strategies
a. Serve as a subject matter expert for all Team Managed solutions
i. Equity Strategies ii. Fixed Income Strategies iii. Diversified Strategies iv. Open Architecture: 1. Fund Managed Accounts 2. Huntington Dynamic Portfolio v. Huntington Outcome Portfolios (HOP's) vi. Development of additional strategies
Due Diligence Activities
a. Procedure 16 oversight for Mutual Funds and ETF's
i. Comply with stated procedures ii. Participate in investment reviews iii. Assist in the Due Diligence Questionnaire process
b. Work with Integrated Capital Research (ICR) and Money Manager Exchange (MMX) for separately managed accounts - Procedure 17
c. Participate in Procedure 22 - Non-vendor asset manager reviews
d. Coordinate all research and implementation of illiquid alternatives with Fund Evaluation Group (FEG) and Great Lakes Alternative Strategies (GLAS)
e. Understand industry best practices and assist in the refinement of Huntington's Procedures Participate in due diligence/round table events
Support the PM's and Advisors as a subject matter expert
a. Participate in existing and prospective client meetings with PM's
i. Review specific account issues ii. Help close new business opportunities iii. Coordinate additional resources as needed
b. Assist in the RFP
i. Review RFP submissions ii. Participate in finals presentations when needed
c. Represent the high net worth solutions, SMA's and illiquid alternatives
d. Present HDP information to HFA product team and advisors
i. Participate in educational meetings for clients and advisors
Due Diligence Team staffing, assignments, administration and leadership
Required Qualifications:
- A minimum of 10-years of investment management and/or due diligence
Preferred Qualifications:
Management experience in a portfolio management capacity. Professional designations preferred (CFA, CTFA, CFP), but not required.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
