Investment Portfolio Manager, Sr. jobs in South Carolina
Investment Portfolio Manager, Sr. manages the research and analysis of financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Implements policies and procedures to guide the analysis and evaluation of investment products and ensure investment activities comply with regulatory standards. Being an Investment Portfolio Manager, Sr. reviews economic data, financial metrics, and market conditions to evaluate financial models, forecasts, and investment strategies. Monitors and manages an organization's investment portfolio to ensure optimal performance and alignment with investment objectives, strategies, and risk tolerance levels. Additionally, Investment Portfolio Manager, Sr. requires a bachelor's degree. Typically reports to a director. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)
Recently Added Investment Portfolio Manager, Sr. jobs
Sales Manager
- Empire Portfolio Group
-
Fort Mill, SC
OTHER
-
Position Summary
The Sales Manager is responsible for new member sales and overall member experience. This person reaches out to new leads within 1-2 hours, books new Intros into class and gives Intros and current members the “white glove experience.” To secure this role, you are persistent in sales, goal-oriented, and energetic. You generate leads and execute marketing strategies to help achieve performance goals. You are confident, reliable and solution-oriented.
Personal Attributes- Strong sales and communication skills
- Attention to detail and ability to establish effective working relationships with both prospective and existing members
- Multi-tasker with minimal supervision
- Proven flexibility and willingness to handle various tasks independently and to meet deadlines
- Provide excellent customer service
- Bachelor’s degree
- 1-2 years of sales experience, ideally in a fitness setting.
- High focus on lead outreach, conversion and generation
- Greet everyone who enters the studio with enthusiasm, energy, and knowledge
- Give studio tours
- Sell memberships to help the studio thrive and meet monthly goals
- Follow up with prospective members
- Handle member concerns in a professional and objective manner, with the goal of resolution
- Participate in marketing and outreach events and initiatives
- Work with manager to hit monthly KPI’s
- Cross-train with Operations Manager to help with facility issues (e.g. maintenance and cleanliness of studio)
- Physical requirements can vary. These must be reviewed with management. However, in general, the position requires the following physical activities: Ability to lift a minimum of 2 pounds to a maximum of 20 pounds unassisted; able to sit, stand, stoop, walk, stretch, reach frequently; moderate range of body motions.
- Complimentary services and employee discounts with Orangetheory Fitness and Relive Health
- Empire cares about you—we offer access to free mental health counseling
- Discounts on theme parks, travel, movies, etc. through LifeMart and TicketsAtWork
- Pre-tax commuter benefit plan to save on public transportation to/from work
Vision: To be the premier wellness portfolio that supercharges everyday life
Values: Happy, Hungry, Humble, Healthy & Human
Salary: $20 per hour plus commissions and bonus (potential annualized bonus/commissions up to $20k)
Benefits- Medical, Dental, and Vision plus 401(k)
- Employee discounts
- Paid time off
- Professional development assistance
- 3 Days Ago
Sales Manager
- Empire Portfolio Group
-
Rock Hill, SC
FULL_TIME
- Benefits:401(k)Bonus based on performanceCompetitive salaryDental insuranceEmployee discountsHealth insuranceOpportunity for advancementTraining & developmentUnleash your potential and ignite your pas...
- 9 Days Ago
Field Manager - Construction
- HCI Equity Portfolio Partners
-
Columbia, SC
FULL_TIME
- Construction Field Manager - Multifamily Cabinetry - South East Territories Regent Cabinets is hiring (three) full-time Field Managers to manage job site projects throughout the South East. Three Terr...
- 4 Days Ago
Sr. Investment Product Analyst
- LPL Financial
-
Fort Mill, SC
FULL_TIME
- Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of an innovati...
- 1 Day Ago
Investment Analyst, Sr - Build-for-Rent
- Greystar
-
Charleston, SC
FULL_TIME
- The Senior Investment Analyst supports the execution of the Company's build-for-rent investment strategy by engaging in all investment management core competencies, including financial and operational...
- 11 Days Ago
Vendor Manager
- Two Harbors Investment Corp.
-
Fort Mill, SC
FULL_TIME
- The Vendor Manager is responsible for assisting in the procurement, establishment, maintenance, and renewal/termination of third-party contractual relationships. The Vendor Manager will collaborate wi...
- 10 Days Ago
Investment Portfolio Manager, Sr. jobs at Popular Companies
Senior Financial Advisor
- Baystate Financial
-
Wellesley, MA
- About the job Elevating your Practice with Baystate Financial- Job description: Looking to elevate your practice? Baysta...
- 6/11/2024 12:00:00 AM
Treasurer
- Noble Credit Union
-
Fresno, CA
- Noble Credit Union has grown and expanded over the years as they strive to better serve the needs of communities in Cali...
- 6/11/2024 12:00:00 AM
Finance & Administration Senior Director (on-site)
- LTD GLOBAL, LLC
-
Burlingame, CA
- Job Description Job Description About the organization A nonprofit organization dedicated to animal welfare and the prot...
- 6/11/2024 12:00:00 AM
Family Office Manager
- YMR
-
Jupiter, FL
- Job Description Job Description We are looking to hire a Office Manager to join our small, focused investor/philanthropi...
- 6/10/2024 12:00:00 AM
Office Manager
- YMR
-
Jupiter, FL
- Job Description Job Description We are looking to hire a Office Manager to join our small, focused investor/philanthropi...
- 6/9/2024 12:00:00 AM
Senior Investment Analyst
- W.R. Berkley Corporation
-
Bridgeport, CT
- Finance: W.R. Berkley Corporation (Greenwich, CT) seeks Senior Investment Analyst with BS in finance, business administr...
- 6/9/2024 12:00:00 AM
Cash Investment Portfolio Manager - Trader - Executive Director
- JPMorgan Chase
-
New York, NY
- The Cash Investment Desk is responsible for the investment of client cash collateral received against securities financi...
- 6/8/2024 12:00:00 AM
Portfolio Manager
- The Anderson Search Group
-
Las Vegas, NV
- The Anderson Search Group has been engaged by the wealth management division of a 150 year old bank to identify an Inves...
- 6/7/2024 12:00:00 AM
About South Carolina
South Carolina (/ˌkærəˈlaɪnə/ (listen)) is a state in the Southeastern United States and the easternmost of the Deep South. It is bordered to the north by North Carolina, to the southeast by the Atlantic Ocean, and to the southwest by Georgia across the Savannah River.
South Carolina became the eighth state to ratify the U.S. Constitution on May 23, 1788. South Carolina became the first state to vote in favor of secession from the Union on December 20, 1860. After the American Civil War, it was readmitted into the United States on June 25, 1868.
South Carolina is the 40th most extensive and 23...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$173,088 to $276,542
Most Popular Cities in South Carolina for Investment Portfolio Manager, Sr. Jobs
What does an Investment Portfolio Manager, Sr. do?
Investment Portfolio Manager, Sr. in Syracuse, NY
The sum total of your investments managed toward a specific goal.
January 19, 2020
Investment Portfolio Manager, Sr. in Temple, TX
Today we look at adding our portfolio to Morningstar.
January 27, 2020
Investment Portfolio Manager, Sr. in Phoenix, AZ
In fact, if you started with a solid investment plan, you'll be able to spend most of your time paying attention to your daily life, not your portfolio.
February 01, 2020