Portfolio Manager jobs in Bushton, KS
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
Commercial Portfolio Manager
- Equity Bank
-
Wichita, KS
FULL_TIME
-
Position Opening: Commercial Portfolio Manager
Department: Wichita Loans
Location: Wichita, KS
Salary: Full-Time/Salary
Summary:
The Commercial Portfolio Manager (CPM) is responsible for the administrative management of the specific assigned lending relationships of commercial loans. The CPM will act as a resource to the Commercial Loan Officer for his/her accounts. The administrative management of the account includes ensuring that compliance and covenant information is up to date and complete within credit files and that there is active communication with the borrower to obtain such information. In addition, the CPM will assist in performing underwriting analysis of new or renewed credits, including the preparation of credit approval packets.
Responsibilities And Expectations
Primary Responsibilities:- Focus daily activities on ensuring information and credit files of all assigned borrowers are current and there is active communication with borrowers.
- Maintain follow up with existing clients to ensure that the bank has timely and accurate financial information for purposes of loan monitoring and updating loan files.
- Assists in preparing and underwriting credit approval packets including new request, renewals and annual reviews within assigned portfolio.
- Works closely with the Credit Department to ensure all assigned loan requests are processed in a timely manner.
- Present Annual Reviews of assigned credits to Loan Committee.
- Reviews loan documentation to ensure documents accurately reflect credit approval terms, perfect the bank’s security position and protect the bank’s rights and remedies.
- Schedule and conduct timely site visits and inspections of collateral.
- Assist in facilitating the closing of transactions.
- Assist Commercial Lenders in managing past due and maturing loans.
- Attends and participates in team meetings and required community/business related events.
- Assist Commercial Lenders to ensure customers are being serviced as needed.
- Perform other duties as assigned or required.
- Assists with developing and strengthening existing commercial banking relationships through scheduled customer touches.
- Assists with researching, preparation and execution of customer calls.
- Assists with developing new sources of revenue within the existing portfolio by maintaining knowledge of commercial banking products and services and exploring cross selling opportunities.
- Provide back up support for loan assistants from time to time.
- The employee is responsible for understanding and following the applicable laws and regulations for their job responsibilities including, but not limited, to the Equity Bank Business Ethic and Conduct policy, the Bank Secrecy Act, Information Security policies and procedures, and Suspicious Activity reporting requirements.
- Bachelor’s degree in accounting, Finance, or related field (required)
- 3 years credit analysis experience (required)
- Previous experience in a portfolio management role (preferred)
Physical Requirements
This position requires standing, walking, bending, and squatting on a regular basis. May require the ability to stoop, kneel, crouch or reach with hands and arms. Requires the ability to carry, lift, move or push up to 10 pounds on an occasional basis. Must be able to talk and listen to others. Frequently uses hands and fingers to handle or feel. Requires ability to see up close and distant, distinguish colors, peripheral vision, depth perception and the ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work Environment
This position regularly works in an office setting. Most of the job duties require the employee to be working with computers and electronic media on a regular basis.
Equity Bank is an equal opportunity employer and will not make employment decisions based on an applicant’s race or skin color, national origin or ethnicity, religious beliefs, age, sex, physical or mental ability. - 7 Days Ago
Portfolio Manager-Commercial Loans
- The Bennington State Bank
-
Salina, KS
FULL_TIME
- About us The Bennington State Bank (BSB) is a locally owned and managed bank that has been serving customers in Salina and the surrounding area since 1887. With humble origins built on the support of ...
- 20 Days Ago
Portfolio Manager, Salina
- The Bennington State Bank
-
Salina, KS
FULL_TIME
- Salina, Kansas The Bennington State Bank is seeking a candidate for a Portfolio Manager/Loan Assistant Trainee position. Candidate will join a high energy, fast paced team centered environment, where ...
- 29 Days Ago
Portfolio Manager-Flexible Generation US
- Oil and Gas Job Search Ltd
-
Coffeyville, KS
FULL_TIME
- Candidate ProfileBachelor's or Master's degree in Economics, Finance, Engineering, Business Administration, or a related field5-7 years of experience in power markets and trading, with a strong backgr...
- 5 Days Ago
Energy Data Portfolio Analyst
- Oil and Gas Job Search Ltd
-
Coffeyville, KS
FULL_TIME
- Candidate ProfileYou are someone who possesses the following experience and credentials: Undergraduate degree or equivalent in Engineering, Mathematics, Finance or Energy required. 2-3 years' experien...
- Just Posted
Manager
- 12 Parsons
-
Parsons, KS
FULL_TIME
- Store managers have ultimate responsibility for all store and foodservice operations. Store Managers must ensure effective, efficient and profitable execution of the Pete's Mission. Store Manager resp...
- 1 Day Ago
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0 Portfolio Manager jobs found in Bushton, KS area
RN - Registered Nurse - PT - Straight Weekend - Days
- Good Samaritan Society
-
Ellsworth, KS
- Careers With Purpose Join our not-for-profit organization that has provided over 100 years of housing and services to se...
- 6/8/2024 12:00:00 AM
RN - Registered Nurse - Ellsworth - Part Time - Monday Nights Only
- Good Samaritan Society
-
Ellsworth, KS
- Careers With Purpose Join our not-for-profit organization that has provided over 100 years of housing and services to se...
- 6/8/2024 12:00:00 AM
Medication Technician
- Brookdale Senior Living
-
Great Bend, KS
- Medication Technician Overview Voted by Newsweek in 2024 as one of America's Greatest Workplaces for Diversity Early Acc...
- 6/8/2024 12:00:00 AM
Registered Nurse, Long Term Care (LTC), Float
- Good Samaritan Society
-
Ellsworth, KS
- Careers With Purpose Join our not-for-profit organization that has provided over 100 years of housing and services to se...
- 6/6/2024 12:00:00 AM
CMA - Certified Medication Assistant - Ellsworth - PT Evenings
- Good Samaritan Society
-
Ellsworth, KS
- **Careers With Purpose** **Join our not-for-profit organization that has provided over 100 years of housing and services...
- 6/6/2024 12:00:00 AM
Level 2 Brand Agent Application - Kansas
- MyBrandForce by Ensiteful
-
Great Bend, KS
- Meet your new favorite gig. When you join MyBrandForce, you'll complete local retail assignments for well-known brands u...
- 6/4/2024 12:00:00 AM
Merchandiser Specialist
- Acosta, Inc
-
Great Bend, KS
- Merchandiser Specialist General Information Company: PRE-US Location: GREAT BEND, Kansas, 67530 Ref #: 26525 Function: M...
- 6/4/2024 12:00:00 AM
LVN LPN
- Diversicare of Hutchinson
-
Hutchinson, KS
- Overview: At Diversicare, we value our nursing team members and provide opportunities for growth and career advancement....
- 6/4/2024 12:00:00 AM
About Bushton, Kansas
Bushton is a city in Rice County, Kansas, United States. As of the 2010 census, the city population was 279.
Bushton is located at 38°30′43″N 98°23′42″W / 38.51194°N 98.39500°W / 38.51194; -98.39500 (38.511817, -98.395077). According to the United States Census Bureau, the city has a total area of 0.23 square miles (0.60 km2), all of it land....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$106,733 to $147,944
Bushton, Kansas area prices
were up 1.3% from a year ago
were up 1.3% from a year ago