Portfolio Manager jobs in Alcester, SD

The Portfolio Manager reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Being a Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Portfolio Manager may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Portfolio Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Portfolio Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

Recently Added Portfolio Manager jobs

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VP Portfolio Manager
  • First PREMIER Bank/PREMIER Bankcard
  • Sioux Falls, SD FULL_TIME
  • 0e9ffe15-8ee3-48dd-a9b2-4e70305d38a8

    Location: Sioux Falls, SD

    Shift: M-F 8-5

    Job Schedule: Full-Time

    Company: First PREMIER Bank

    About The Role

    This position manages individual and/or trust account assets and investment relationships consistent with established investment objectives and strategies of the client. Participates in analyzing the department’s recommended list of investments and proposing changes as appropriate. Develops and reviews portfolio models using the funds approved for purchase. Responsible for the investment decisions and asset allocations for clients. Strong focus on managing client account retention. Must be a highly motivated individual who is a team player, detailed oriented and has a high level of personal responsibility with strong customer services skills.

    Job Duties And Responsibilities

    • Essential duties and responsibilities include the following. Other duties may be assigned.
      • Effectively communicate investment recommendations with account holders and beneficiaries.
      • Select investments consistent with account objectives and beneficiary needs.
      • Comply with trust document language.
      • Works with dedicated Trust Administrator on assigned accounts to provide a holistic client experience.
      • Design and review model portfolios.
      • Analyze and purchase individual stocks and bonds.
      • Design and implement portfolios for both individuals and retirement plan accounts.
      • Present investment information at client meetings, including performance results.
      • Aid in the preparation of requests for proposals and other internal or external meeting documents.
      • Assist with the valuation of closely held assets in fiduciary accounts as needed.
      • Business development through client meetings and contact with referral sources, including private banking, business banking, centers of influence, etc.
    Skills And Qualifications

    • Must have a thorough understanding of investment management along with a strong knowledge of finance, economics and general business is required.
    • Must have a proven ability to effectively present investment strategies and recommendations to clients and make critical decisions independently.
    • Must have strong sales and relationship management/client service skills and excellent interpersonal, verbal and written communication skills.
    • Previous experience with RFP process including drafting responses to proposals.
    • Experience in high-net-worth investment management and fiduciary, investment or planning disciplines.
    • A BS/BA degree or higher; CFA certification and/or 10 years of investment management experience is required.
    • Basic computer skills. Proficiency of the English language.
    • Exceptional verbal and written communication skills.
    • Attention to detail, analytical and problem-solving skills.
    • Capacity to learn, adapt to change, and become proficient quickly.
    • Ability to handle stress, exercise self-control, adheres to company policies and procedures and uphold The PREMIER Way.

    Competitive Benefits Package

    • Full medical benefits when working 20 hours per week
    • Traditional and High Deductible health plan options available
    • FREE dental and vision coverage
    • Generous Paid Time Off plans
    • 401(k) – dollar-for-dollar match up to 5% of total compensation
    • Special discounts and offers for events at the Denny Sanford PREMIER Center
    • PREMIER Wellness Program
    • Paid Community Volunteer Hours – PREMIER averages 30,000 hours per year
    • Fun Employee Parties

    Our Culture

    • Emphasis on personal success, respect, health, wellness, fun and giving back
    • Employees are rewarded, valued, and celebrated for hard work
    • Various Career advancement opportunities and growth
    • Appreciation is shown through concerts, outdoor bashes, cash, car giveaways and more
  • 7 Days Ago
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A
Investment Portfolio Manager
  • Adams, Inc.
  • Sioux Falls, SD FULL_TIME
  • TRSD68366 – Investment Portfolio Manager – Greater Sioux Falls, SD market Our client wants to bring on a strong, experienced financial portfolio manager to step into an established portfolio. This per...
  • 9 Days Ago
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VP Portfolio Manager
  • First PREMIER Bank
  • Sioux Falls, SD FULL_TIME
  • Location: Sioux Falls, SDShift: M-F 8-5Job Schedule: Full-TimeCompany: First PREMIER Bank About the RoleThis position is responsible for the strategic development, direction, and management of the org...
  • 3 Days Ago
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Underwriting and Portfolio Analyst I
  • The Bancorp Bank, N.A.
  • Sioux Falls, SD FULL_TIME
  • Underwriting and Portfolio Analyst I Job Location US-SD-Sioux Falls Type Full Time Overview The Underwriting and Portfolio Analyst I is responsible for assisting in the evaluation of financial, contro...
  • 25 Days Ago
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Underwriting and Portfolio Analyst I
  • Bancorp Bank, The
  • Sioux Falls, SD FULL_TIME
  • Overview The Underwriting and Portfolio Analyst I is responsible for assisting in the evaluation of financial, control and operational risk associated with commercial entities engaged in Merchant Acqu...
  • 26 Days Ago
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Loan and Portfolio Management - Loan Documentation Spec
  • US Tech Solutions
  • Marshall, MN CONTRACTOR
  • Job Description:Coordinates the preparation of loan/lease packages in compliance with policies and procedures, regulatory guidelines and investor standards by gathering and reviewing necessary documen...
  • 14 Days Ago
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0 Portfolio Manager jobs found in Alcester, SD area

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Marketing Consultant
  • Principal Financial Group
  • Sioux Falls, SD
  • What You'll Do: Are you ready to take your career to the next level? Look no further! We are currently seeking a motivat...
  • 6/15/2024 12:00:00 AM
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RN Traveler - Solutions By Sanford - Sioux Falls Central Resource Pool - Cluster C - Straight Days
  • Solutions By Sanford
  • Alcester, SD
  • Create Your Career With Us! Join our not-for-profit organization that has provided over 100 years of housing and service...
  • 6/15/2024 12:00:00 AM
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S
RN Traveler - Solutions By Sanford - Sioux Falls Surgical Renal - FT
  • Solutions By Sanford
  • Alcester, SD
  • Create Your Career With Us! Join our not-for-profit organization that has provided over 100 years of housing and service...
  • 6/15/2024 12:00:00 AM
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RN Traveler - Solutions By Sanford - Sioux Falls Central Resource Pool - Cluster B - Straight Days
  • Solutions By Sanford
  • Alcester, SD
  • Create Your Career With Us! Join our not-for-profit organization that has provided over 100 years of housing and service...
  • 6/15/2024 12:00:00 AM
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RN Traveler - Solutions By Sanford LTC - ND, SD, MN - FT
  • Solutions By Sanford
  • Alcester, SD
  • Create Your Career With Us! Join our not-for-profit organization that has provided over 100 years of housing and service...
  • 6/14/2024 12:00:00 AM
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Plant Engineer II
  • Wells Enterprise
  • Le Mars, IA
  • Job Description Technical resource for technical and equipment matters in the manufacturing environment providing direct...
  • 6/13/2024 12:00:00 AM
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Financial Advisor
  • Modern Woodmen of America
  • Yankton, SD
  • Overview The Modern Woodmen – South Texas Region is seeking a motivated and driven individual to join our team as an Ass...
  • 6/12/2024 12:00:00 AM
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Branch Office Administrator
  • Edward Jones
  • Sioux City, IA
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 6/12/2024 12:00:00 AM
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About Alcester, South Dakota

Alcester is a city in Union County, South Dakota, United States. It is part of the Sioux City, IA–NE–SD Metropolitan Statistical Area. The population was 807 at the 2010 census. According to the United States Census Bureau, the city has a total area of 0.33 square miles (0.85 km2), all land....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$102,459 to $142,020
Alcester, South Dakota area prices
were up 0.8% from a year ago
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