Investment Portfolio Manager, Sr. jobs in Baton Rouge, LA

Investment Portfolio Manager, Sr. manages the daily activities for a given section of the company's investment operations. Reviews investment operations policies and procedures and recommends changes to increase efficiency. Being an Investment Portfolio Manager, Sr. may require a bachelor's degree in area of specialty. Typically reports to a head of a unit/department. 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. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

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Sr Investment Accountant
  • Louisiana Health Service & Indemnity Company
  • Baton Rouge, LA FULL_TIME
  • We take great strides to ensure our employees have the resources to live well, be healthy, continue learning, develop skills, grow professionally and serve our local communities. We invite you to apply for a career with Blue Cross. Residency in or relocation to Louisiana is preferred for all positions. POSITION PURPOSE Applies the principles of accounting within an assigned area of accounting and creating and interpreting financial statements and reports. NATURE AND SCOPE This role does not manage people This role reports to this job: DIRECTOR, FINANCIAL REPORTING Necessary Contacts: In order to effectively fulfill this position the incumbent must be in contact with: All levels of BCBSLA personnel as needed. Blue Cross Blue Shield Association, financial institutions, external auditors and other regulatory agencies as needed. Outside Money Managers QUALIFICATIONS Education Bachelor's degree in Accounting, Finance, or related finance field requiredWork Experience 5 years of investment accounting or related experience requiredSkills and Abilities Strong math, organizational and analytical skills. Effective interpersonal and oral/written communication skills are necessary as well as the ability to work independently. Must be able to complete tasks under time constraints Must have working knowledge of Microsoft applications with a high level of competency in Excel.Licenses and Certifications None Required ACCOUNTABILITIES AND ESSENTIAL FUNCTIONS Examines, analyzes, and interprets accounting records for the purpose of giving advice or preparing statements. Prepares monthly operating reports in order to present accurate and timely financial statements. Works independently on moderately complex assignments within investment accounting and reporting. Responsible for complex accounting concepts (e.g., US GAAP, US Statutory), and investment classes (e.g., Stocks, Bonds, other invested assets such as mortgages and partnerships). Prepares analysis and presents results to management with recommended action. Demonstrated ability to perform responsibilities outside of own unit. Will be proficient in the use of Microsoft Excel, Clearwater Analytics, Sungard iWorks or similar Investment Accounting system Will serve as a subject matter expert and have accountability and responsibility for accounting processes or asset classes (i.e. the completion and accuracy of an entire reporting deliverable such as statutory statement schedules, etc.). Prepares first level analysis of accounting issues or new accounting pronouncements, , and presents findings to department manager Prepares complex journal entries and reconciliations and/or performs detail review of simple to moderately complex journal entries or reconciliations. Reviews or reconciles general ledger accounts and investigates differences in order to close the books accurately on a monthly basis. May be accountable for a small to medium sized project or a subcomponent of a larger initiative Able to work on multiple assignments simultaneously, many with short turnaround times Assist manager with audit process and communicating answers to internal and external auditors as well as to members of other areas of Finance May be required to review simple to moderately complex work papers of peers and other team membersAdditional Accountabilities and Essential Functions The Physical Demands described here are representative of those that must be met by an employee to successfully perform the Accountabilities and Essential Functions of the job. Reasonable accommodations may be made to enable an individual with disabilities to perform the essential functions Perform other job-related duties as assigned, within your scope of responsibilities. Job duties are performed in a normal and clean office environment with normal noise levels. Work is predominately done while standing or sitting. The ability to comprehend, document, calculate, visualize, and analyze are required. #LI_JH1 An Equal Opportunity Employer All BCBSLA EMPLOYEES please apply through Workday Careers. PLEASE USE A WEB BROWSER OTHER THAN INTERNET EXPLORER IF YOU ENCOUNTER ISSUES (CHROME, FIREFOX, SAFARI) Additional Information Please be sure to monitor your email frequently for communications you may receive during the recruiting process. Due to the high volume of applications we receive, only those most qualified will be contacted. To monitor the status of your application, please visit the "My Applications" section in the Candidate Home section of your Workday account. If you are an individual with a disability and require a reasonable accommodation to complete an application, please contact recruiting@bcbsla.com for assistance. In support of our mission to improve the health and lives of Louisianians, Blue Cross encourages the good health of its employees and visitors. We want to ensure that our employees have a work environment that will optimize personal health and well-being. Due to the acknowledged hazards from exposure to environmental tobacco smoke, and in order to promote good health, our company properties are smoke and tobacco free. Blue Cross and Blue Shield of Louisiana performs background and pre-employment drug screening after an offer has been extended and prior to hire for all positions. As part of this process records may be verified and information checked with agencies including but not limited to the Social Security Administration, criminal courts, federal, state, and county repositories of criminal records, Department of Motor Vehicles and credit bureaus. Pursuant with sec 1033 of the Violent Crime Control and Law Enforcement Act of 1994, individuals who have been convicted of a felony crime involving dishonesty or breach of trust are prohibited from working in the insurance industry unless they obtain written consent from their state insurance commissioner. Additionally, Blue Cross and Blue Shield of Louisiana is a Drug Free Workplace. A pre-employment drug screen will be required and any offer is contingent upon satisfactory drug testing results. Company Mission To improve the health and lives of Louisianians. Company Vision To be the market leader that delivers unsurpassed value to our customers through partnerships across the healthcare system. Blue Cross and Blue Shield of Louisiana is incorporated as Louisiana Health Service & Indemnity company and is an independent licensee of the Blue Cross and Blue Shield Association. Blue Cross and Blue Shield of Louisiana is licensed to sell products only in the state of Louisiana.
  • 15 Days Ago

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Apartment Maintenance Manager
  • Monarch Investment and Management Group
  • Baton Rouge, LA FULL_TIME
  • Description (Must have a valid drivers license and be EPA certified for this role) Maintenance professionals, there are tons of maintenance jobs out there but why just settle for a job when you can gr...
  • 1 Month Ago

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Bilingual Apartment Property Manager
  • Monarch Investment and Management Group
  • Baton Rouge, LA FULL_TIME
  • Description Looking for a property management company that supports you, values you and wants you to SUCCEED? APPLY and join Monarch Management. We're the company that treats our employees like people...
  • 1 Month Ago

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Assistant Property Manager - Multifamily Apartments
  • Monarch Investment and Management Group
  • Baton Rouge, LA FULL_TIME
  • Description (Experience in multifamily required to be considered) Be excited to come to work and join our TOP 10 company to be the new Assistant Property Manager at 21 South at Parkview Apartments! (D...
  • 5 Days Ago

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Apartment Maintenance Manager 21 South at Parkview
  • Monarch Investment and Management Group
  • Baton Rouge, LA FULL_TIME
  • Description (Must have a valid drivers license for this role) Maintenance professionals, there are tons of maintenance jobs out there but why just settle for a job when you can grow your career with a...
  • 15 Days Ago

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Site Manager
  • Site Manager
  • Baton Rouge, LA FULL_TIME
  • RICOH IS LOOKING FOR A SITE MANAGER IN BATON ROUGE! We are seeking a highly motivated and experienced Site Manager to oversee the operations of our property. As a Site Manager, you will be responsible...
  • 13 Days Ago

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0 Investment Portfolio Manager, Sr. jobs found in Baton Rouge, LA area

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Partner (Recruiter/ Manager)
  • New York Life
  • Baton Rouge, LA
  • New York Life - New York Life Partner New York Life is looking to add qualified leaders to effectively embrace, contribu...
  • 3/28/2024 12:00:00 AM

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Housekeeper
  • Schulte Hospitality Group
  • Baton Rouge, LA
  • HWLA-35389 Schulte Hospitality Group is seeking a dynamic, service-oriented Room Attendant to join our team! SHG is an o...
  • 3/28/2024 12:00:00 AM

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Leasing Consultant
  • Stoa Group
  • Baton Rouge, LA
  • Job Description Job Description Stoa Group is seeking a full-time Leasing Consultant to join our team at our luxury prop...
  • 3/28/2024 12:00:00 AM

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Staff Manager
  • The Western and Southern Life Insurance Company
  • Baton Rouge, LA
  • Are you prepared to Explore the Possibilities? For over 130 years, Western & Southern Life has served our clients with i...
  • 3/26/2024 12:00:00 AM

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Audit Senior Manager (Remote)
  • CBRE
  • Baton Rouge, LA
  • Audit Senior Manager (Remote) Job ID 152590 Posted 01-Feb-2024 Service line Corporate Segment Role type Full-time Areas ...
  • 3/26/2024 12:00:00 AM

Baton Rouge (/ˌbætən ˈruːʒ/ BAT-ən ROOZH; from French bâton rouge [bɑtɔ̃ ʁuʒ] (listen), meaning 'red stick') is the capital of the U.S. state of Louisiana. Located on the eastern bank of the Mississippi River, it is the parish seat of East Baton Rouge Parish, the most populous parish in Louisiana. It is the 99th most populous city in the United States, and second-largest city in Louisiana after New Orleans. It is also the 16th most populous state capital. As of the U.S. Census Bureau's July 2017 estimate, Baton Rouge had a population of 227,549, down from 229,493 at the 2010 census. Baton Rou...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$135,463 to $224,956
Baton Rouge, Louisiana area prices
were up 1.2% from a year ago

Investment Portfolio Manager, Sr. in Lansing, MI
Kevin Bakker, CFA, is co-head of high yield and a portfolio manager.
December 16, 2019
Investment Portfolio Manager, Sr. in Abilene, TX
For understanding portfolio management (PM), it is important to understand the term ‘portfolio’, the meaning of PM, who is a portfolio manager, what does PM service involve, classification of PM services, objectives, and importance of PM.
December 08, 2019
Investment Portfolio Manager, Sr. in San Diego, CA
Every single time when you decide on what suitable investment portfolio to consider, stakes will be high.
January 08, 2020