Investment Associate II

• 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.

• 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.

• Understand and apply Comerica policies and guidelines, governmental regulations, and prudent investor standards to their daily activities.
• Attend annual portfolio investment reviews.

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.

About Comerica
We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.

Upon offer, Comerica conducts a comprehensive background and fingerprint check.

NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.

Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.

Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.