Investment Manager jobs in Montana

Investment Manager manages the securities, assets, and investment portfolios of a bank. Establishes investment policies to ensure financial activities are compliant with regulatory standards and requirements. Being an Investment Manager monitors and tracks financial markets, investment trends, and regulatory developments to implement successful investment strategies and recommends changes to manage risk and increase returns. Oversees and routinely assesses portfolio allocation to evaluate performance and alignment with investment objectives, strategies, and risk tolerance levels. Additionally, Investment Manager requires a bachelor's degree. Typically reports to a director. The Investment Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be an Investment Manager typically requires 5 years experience in the related area as an individual contributor. 1-3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)

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Portfolio Manager: Project Delivery
  • Telesure Investment Holdings (TIH)
  • Park, MT FULL_TIME
  • Join TIH, home to some of South Africa’s leading financial service providers, and grow your career while being part of an organization with purpose.

    Job Purpose

    Plan, initiate, and manage enterprise projects. Lead and guide the work of specialists and serve as the liaison with Senior Managers, Executives and Exco to identify business needs to design and describe solutions that can deliver value. Plan project stages and assess business implications for each stage. Monitor progress to assure deadlines, standards, and cost targets are met.

    Responsibilities

    Project Management

    Accountable for the the delivery of a major part of the organisation's project management program. Take overall accountability for a number of business-critical projects.

    Effectively analyse and manage demand, work allocation and resource availability to support delivery of multiple initiatives and projects. Track in-progress projects to elevate risks and issues, review projects if they are not forecasted to achieve the value they originally promised. Provide the best results on all projects within timelines and budgets.

    Stakeholder Engagement

    Engage, and build relationships, with stakeholders across the TIH value chain.

    Participate in Exco meetings and be able to present to, and debate with, senior executives. Facilitate workshops with large groups of stakeholders. Work with front-end, back-end developers, marketing, sales, service departments to ensure a holistic management of deliverables.

    Engage with third-party suppliers or providers to deploy new technology and review and execute the deliverables.

    Data Collection & Analysis

    Gather project data and report on the state of the project portfolio.

    Insights and Reporting

    Contribute to the design and creation of reporting strategies and templates for Exco and senior management. Lead execution of complex reports to provide a performance overview for the key portfolios. Identify and interpret complex patterns and trends, and translating those insights into actionable recommendations.

    Leadership and Direction

    Communicate the actions needed to implement the function's strategy and business plan within the team; explain the relationship to the broader organisation's mission, vision and values; motivate people to commit to these and to doing extraordinary things to achieve local business goals.

    Performance Management

    Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organisation's performance management systems to improve personal performance.

    Manage and report on team performance; set appropriate performance objectives for direct reports or project / account team members and hold them accountable for achieving these, taking appropriate corrective action where necessary to ensure the achievement of team / personal objectives.

    Continuous Improvement

    Review existing operations in own area of work and implement innovation processes to generate new ideas and ensure continuous improvements are delivered on existing products, systems and processes.

    Internal Communications

    Execute a communications plan within established internal communication systems and procedures. Send Communications to Exco or senior management on project tracking and problems to gain buy-in for changes to processes and procedures.

    Personal Capability Building

    Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

    Education

    School Grade 12 (Required)

    Experience

    6 or more years substantial general work experience together with comprehensive job related experience in own area of expertise to fully competent level (Essential); Knowledge of project / software delivery life cycle (Essential);

    Experience in the contact centre environment (Advantageous); Knowledge of short-term insurance industry (Advantageous). 2 or more years experience of supervising and directing people and other resources to achieve specific end results within limited timeframes (Essential)

    Think you have what it takes to be part of an unstoppable team who constantly finds better ways to give peace of mind? Don't wait, apply now.
  • 3 Days Ago

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Investment Consultant
  • Schroders Careers
  • Zurich, MT FULL_TIME
  • Schroders, mit Hauptsitz in London, beschäftigt weltweit über 6100 talentierte Mitarbeiter und ist in 38 verschiedenen Standorten in Europa, Amerika, Asien, dem Nahen Osten und Afrika tätig, nahe den ...
  • 10 Days Ago

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Heavy Equipment Technician
  • RE Investment Corporation
  • Kalispell, MT FULL_TIME
  • We are searching for a courteous and detail-oriented Heavy Equipment Technician at our Kalispell location. Our ideal candidate will have experience working on all types of equipment, an eye for safety...
  • 3 Days Ago

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Yard Technician
  • RE Investment Corporation
  • Whitefish, MT FULL_TIME
  • Do you enjoy a fast-paced working environment? Do you enjoy working with large equipment? Are you self-motivated and looking for a place to start a career in a hands-on work environment?Then we've got...
  • 10 Days Ago

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Investment Advisor Representative
  • Bravera
  • Great Falls, MT FULL_TIME
  • Bravera Wealth is hiring for an Investment Advisor Representative in Great Falls, MT! Bravera is an employee- and director-owned company that is committed to helping our employees forge a new path in ...
  • 2 Months Ago

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Investment Advisory Compliance Analyst -- Remote | WFH
  • Get It Recruit - Finance
  • Great Falls, MT FULL_TIME
  • About UsWe are an independent, employee-owned company dedicated to upholding the highest standards of integrity, ethics, and service excellence. With a rich history spanning over 80 years, we foster a...
  • 3 Days Ago

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Investment Manager
  • Thomas Ren Associates Ltd
  • Our is client is a dynamic start up investment vehicle based in Orange County, California Operating within the sustainab...
  • 6/2/2024 12:00:00 AM

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Investment Manager
  • Duke University
  • Durham, NC
  • DUMAC of Duke University seeks Investment Manager in Durham, NC to manage investment activity & analyze peer performance...
  • 6/1/2024 12:00:00 AM

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Investment Manager
  • Equitable Advisors
  • Secaucus, NJ
  • A culture of growth with a firm that supports You’ve built a successful practice and now you’re considering a move. Perh...
  • 6/1/2024 12:00:00 AM

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Investment Manager
  • Fort Washington Investment Advisors, Inc.
  • Cincinnati, OH
  • Welcome to Western & Southern Financial Group – Our focus on creating value for our customers through everything we do i...
  • 5/31/2024 12:00:00 AM

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Investment Manager - Trader
  • Creative Planning
  • Overland Park, KS
  • JOB SUMMARY Creative Planning’s Investment Manager works under the Director of Trading & Investments as well as their as...
  • 5/31/2024 12:00:00 AM

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Investment Manager
  • UCEA - Family Office Group
  • New York, NY
  • COMPANY DESCRIPTION UCEA - Family Office Group is a single family office with diversified interests in trading, natural ...
  • 5/30/2024 12:00:00 AM

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Investments Manager
  • QTS Realty Trust, Inc.
  • Duluth, GA
  • Learn what makes QTS a unique place to grow your career! The Investments Manager position is a part of QTS' Strategic Pl...
  • 5/30/2024 12:00:00 AM

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Investment Manager
  • BOK Financial Corp.
  • Houston, TX
  • Req ID: 75019 Location: Houston -HOUS Areas of Interest: Investment Management; Finance; Portfolio Management; Wealth Ma...
  • 5/29/2024 12:00:00 AM

Montana (/mɒnˈtænə/ (listen)) is a landlocked state in the Northwestern United States. Montana has several nicknames, although none are official, including "Big Sky Country" and "The Treasure State", and slogans that include "Land of the Shining Mountains" and more recently "The Last Best Place". Montana is the 4th largest in area, the 8th least populous, and the 3rd least densely populated of the 50 U.S. states. The western half of Montana contains numerous mountain ranges. Smaller island ranges are found throughout the state. In all, 77 named ranges are part of the Rocky Mountains. The easte...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Manager jobs
$113,021 to $214,890

Investment Manager in Longview, TX
Many investment managers will have a large amount of knowledge of a number of different markets but in the main they will usually have a specialization.
October 06, 2019
Investment Manager in Yakima, WA
If the terms “financial planner” and “investment manager” seem interchangeable to you, you’re not alone.
October 15, 2019
Investment Manager in Tulsa, OK
The “human element” remains the most important factor when deciding on an investment manager.
November 03, 2019