Investment Trust Associate II

• Prepare Annual Reg 9 Reviews for the assigned IS's annual review.
• Track assignment of the review to the proper IS, and subsequent follow-up when the review is entered onto Envestnet by the IS.
• Support department Metrics, sensitive to the continually changing unit requirement for the Annual Regulation 9 investment reviews to be completed in full by the end of the year.

• Ensure supporting documentation for exceptions (closing, recon issues and supporting notes/docs in review, concentration plans, Fixed income in SMA, etc); are loaded to Envestnet Vault.
• Monitor CAS Inbox for emails related to assigned IS accounts and notify accordingly.
• Participate in UTHVAL/CHB/ Specialty Asset review calls and apply notes in PIP.
• Training related to Account Coding process (including Account setup, Investment Proposals, Risk/Investment Objectives, Partner/RIA, Investment Programs).
• JIRA submission and tracking via Master spreadsheet.

• Research and resolve complex and sensitive questions and problems.
• Maintain the ability to work at an effective level with your team and all Advisor Solutions disciplines, including outside Partners and Financial Advisors.
• Gather appropriate data needed in order for the account to be accurately reviewed (i.e., PIP, QND, performance, transaction detail).

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

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.