Investment Portfolio Manager, Sr. jobs in Wyoming
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
Commercial Banking - Portfolio Manager I
- NBH Bank
-
Jackson, WY
FULL_TIME
- At our Bank, we believe common sense is more than just banking. We believe in finding financial solutions that cater specifically to our client’s needs. We are looking for talented associates who understand the complexities of life and will offer simple solutions that best fit the needs of our clients. If this is what you believe in, then you’re definitely right for us. And, we might be the right bank for you. The responsibility of this position is managing specialized work efficiently, with confidence and competence. The position requires above average attention to details, concern for the exact correctness of work, and strong commitment to tasks completed on time. The person in this position will take work seriously, has a strong sense of duty, and is disciplined. A somewhat faster-than-average pace will be the norm for this position. Detailed, specialized work is the major focus. The person in this position will require clearly defined work, responsibilities, and reporting relationships, ongoing and thorough training opportunities to develop expertise and increase confidence, and frequently expressed appreciation of the person’s competence, conscientiousness, and loyalty. The position will provide security in a stable work environment, allowing the person to plan for, focus on and complete tasks on hand. When changes in the nature of the work occur, the person in this position will need direction, training and support. The position will generally be task oriented, requiring someone with a conservative, careful, and cautious approach to work. As a Commercial and Specialty Banking Portfolio Manager I, you will support Commercial & Specialty Banking business development on the identification and calling of prospects and referrals on a national and regional basis; and coordination of calling efforts on identified prospects with Bank team partners. You will be responsible for a variety of tasks including effectively supporting the management of profitable client relationships and work with other areas in the Bank including Credit, Loan Operations and Executive Management, cross-selling of the Bank’s lending, depository and Treasury Management products to new and existing bank clients, and assisting in the review and structuring of large complex transactions, present deals to credit officers, negotiate credit terms, and legal documentation with clients and referrals. Also, you will lead underwriting on loan presentations ensuring the overall success and growth of an assigned portfolio by deepening relationships of existing clients and through the acquisition of new clients. Additionally, Commercial and Specialty Banking Portfolio Manager Is’ are expected to manage an existing portfolio of clients and monitor their operating performance that includes reviewing monthly/quarterly financial statements, completing renewals, increases, annual reviews, watch loan reports, borrowing base reconciliations, and monitor client relationship for compliance with credit standards. Participation in community and business functions to ensure a positive image for the bank within the regions marketplace and establishing referral contacts within the communityis an important part of the role. Finally, you will build a great rapport with clients and fellow associates and treat others with respect and consideration regardless of their status or position. All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements. Minimum Requirements: To be considered for this position, you must possess the following qualifications. Bachelor’s degree in related field or equivalent combination of education and experience. 3-5 years of relevant experience in commercial banking. Related specialty banking or finance experience. Skills and Abilities: Below is a general list of desired skills and abilities; this is not an exhaustive list. Proficient in Microsoft PowerPoint, Word and Excel Identify key relationships to achieve strategic goals and provide strong credit knowledge Clearly and enthusiastically convey information and ideas in a manner that engages and persuades clients. Well developed and proven organizational skills with ability to utilize time efficiently. Ability to make sound and timely decisions, to consistently deliver on commitments, and assume responsibility for results Work Environment: Office setting with traditional hours. Must be able to work at a rapid pace for long periods of time (typically no longer than 8 hours). Must be able to push, pull, pull up, bend at the knees and waist, twist body at the waist, raise and hold arms overhead, turn head-neck-shoulders as needed, grasp and hold tools and other items with hands, for either extended periods of time or many times throughout the workday. Must be able to work overtime to the extent necessary. Must be able to work additional hours outside routine business hours to the extent necessary. Must be able to travel – estimated at 25% of the time. The Bank is committed to providing qualified applicants and associates reasonable accommodation, when necessary, to enable the individuals to complete the application process and/or perform the essential functions of the job. An applicant and/or associate requiring reasonable accommodation to perform any essential job function, should contact Human Resources.
- 6 Days Ago
Sr. Operations Manager Day
- Lowes
-
Cheyenne, WY
FULL_TIME
- What You Will Do The Senior Operations Manager (SOM) is primarily responsible for overseeing all of Operations, or the flow of product through the building. This includes supervising a team of Operati...
- 3 Days Ago
Sr. Affiliate Manager
- Purple Orange Digital Communications
-
Jackson, WY
FULL_TIME
- LEAD AGENCY AFFILIATE PRACTICE - Trains, coaches, and develops team members by leading the agency’s affiliate marketing and commerce media effort with the goal to successfully execute effective ROI-dr...
- 1 Day Ago
Sr. Electrical Project Manager
- CyberCoders
-
Cheyenne, WY
FULL_TIME
- If you are a Senior Project Manager with electrical construction experience, please read on!Top Reasons to Work with Us Be appreciated. Make an impact. Receive competitive pay and benefits. Learn and ...
- 10 Days Ago
Investment Officer
- PR TECH GLOBAL - CONSULTING
-
Guernsey, WY
PART_TIME
- PR Tech Global is a leader in technology, ICT and professional training services. Our global team of Consultants offer organisations with IT transformation, CRM, certified training and productivity so...
- 2 Days Ago
Trust Officer - Dunham Trust Wyoming
- Dunham & Associates Investment Counsel, Inc.
-
Cheyenne, WY
FULL_TIME
- TRUST OFFICERAn Opportunity to Craft Your FutureAre you ready to unleash your potential and embark on a journey of innovation and growth? If you are excited about building something exceptional from t...
- 2 Months Ago
Investment Portfolio Manager, Sr. jobs at Popular Companies
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...
- 6/12/2024 12:00:00 AM
Asset & Wealth Management - Investing & Portfolio Management - XIG -Administrative Assistant - New York
- Goldman Sachs
-
New York, NY
- Responsibilities: * Provides administrative support in a complex team environment to a senior group or executive * Coord...
- 6/11/2024 12:00:00 AM
Trust Advisor
- gpac
-
Plano, TX
- Job Description We are seeking an experienced trust officer to provide investment management and trust administration se...
- 6/11/2024 12:00:00 AM
Trust Advisor
- gpac
-
San Antonio, TX
- Job Description We are seeking an experienced trust officer to provide investment management and trust administration se...
- 6/11/2024 12:00:00 AM
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
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
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
About Wyoming
Wyoming (/waɪˈoʊmɪŋ/ (listen)) is a state in the mountain region of the western United States. The state is the 10th largest by area, the least populous, and the second most sparsely populated state in the country. Wyoming is bordered on the north by Montana, on the east by South Dakota and Nebraska, on the south by Colorado, on the southwest by Utah, and on the west by Idaho and Montana. The state population was estimated at 577,737 in 2018, which is less than 31 of the most populous U.S. cities including Denver in neighboring Colorado. Cheyenne is the state capital and the most populous city...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$175,839 to $280,937
Most Popular Cities in Wyoming 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