Investment Associate II Assists in the management of high net-worth portfolios including the handling of the most complex relationships. Administers smaller accounts and assists Investment Manager with larger and complex accounts (i.e., asset allocation, PIP, investment coding and client meetings). Position Responsibilities Account Administration * Accurately enter trades per direction of the Investment Manager on Comtrac or APM. * Rebalances portfolios traded as UMA accounts. * Monitor cash levels for all type of accounts and make recommendations to Investment Manager. * Monitor account allocation and assets in accordance with the Investment Policy Committee and Wealth Management policies and guidelines. Customer Service (Internal/External) * Update and prepare presentation material for client meetings. * Research and resolve complex and sensitive questions and problems. * Maintain the ability to work at an effective level with your team and all Wealth Management disciplines plus those divisions outside (i.e., executive staff, branch and loan group, etc.). * Monitor maturity report and make recommendation to Investment Manager with proceeds resulting from the maturity. * Gather appropriate data needed in order for the account to be accurately reviewed (i.e., PIP, QND, performance, transaction detail). * Proactively inform internal and external clients of new and existing investment products and services. * Apply knowledge of performance statistics and other analytical techniques to review investment results with clients. Risk Management * Understand and apply Comerica policies and guidelines, governmental regulations, and prudent investor standards to their daily activities. * Attend annual portfolio investment reviews. Position Qualifications * Bachelor's Degree and 1 year Investment Management industry experience OR 6 years Investment Management industry experience * 6 years customer service experience * 6 years Microsoft Office experience, including Excel Work Best Category: Category B - 3-4 days in office on designated days/1-2 days remote Hours: 8:00am - 5:00pm Monday - Friday Salary: For candidates hired in the state of California, Colorado, Washington, New York the expected salary/On-Target Earnings (OTE) range for the role is currently: * California - $28.85 - $54.09 Hourly Salary Range(s) is subject to change. Comerica Bank takes several factors into account when determining individual starting pay. These include but are not limited to position, grade level, location/metropolitan area, skillset, and peer compensation. Comerica Bank considers the employer's work location to determine the pay range.