Investment Portfolio Manager, Sr. jobs in Florida
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
- Ascendo Resources
-
Miami, FL
FULL_TIME
-
A registered Investment Advisor (RIA) located in the Miami area is looking for an Investment Portfolio Analyst
The ideal candidate is someone who has experience performing the following tasks:
- Review third-party model portfolios and compile reports detailing their advantages and limitations.
- Conduct portfolio analysis for clients to pinpoint improvement opportunities and suggest suitable investment solutions.
- Implement portfolio rebalancing in accordance with the model portfolio strategy.
- Aid in product and service sales and provide assistance to the sales team.
- Update and maintain client investment profiles and document portfolio reviews as mandated by compliance guidelines.
- Work collaboratively with the investment team to formulate and execute strategies that meet client objectives.
- Support client proposal efforts and craft presentations to showcase investment strategies.
- Keep abreast of market trends, new investment products, and regulatory changes.
Education, Experience and Certifications:
- Bilingual: English / Spanish required
- Bachelor´s degree Economics / Finance or related field
- Series 65
- CFP (Certified Financial Planner) a plus
- Wealth Management Software experience (i.e.: Orion, Addepar,Black Diamond) preferred
- Knowledgeable on Bloomberg, and Netx360
Experience:
3 to 4 years in Wealth Management as Analyst.
*** LOCAL CANDIDATES ONLY ***
- 3 Days Ago
- Florida Blue
-
Jacksonville, FL
FULL_TIME
- What WillBe Your Purpose The Sr. Manager provides direction and leadership to maximize the overall value of Florida Blue's corporate development and strategic investments initiatives. The Sr. Manager ...
- 15 Days Ago
- SR Technologies, a BlueHalo Company
-
Sunrise, FL
FULL_TIME
- Position Location: Sunrise, FLSR Technologies (SRT), a BlueHalo Company is expanding and we're looking for a Production Engineering Manager to join our team! We’re headquartered in Sunrise, FL where w...
- Just Posted
- SR COMPANIES LLC
-
Orange, FL
OTHER
- Job Details Job Location: First Senior Home Health - Orange Park, FL Position Type: Per Diem Salary Range: Undisclosed Description DUTIES The Clinical Manager (CM), in accordance with policies and sta...
- 24 Days Ago
- Crossroads Portfolio, Inc
-
Alachua, FL
FULL_TIME
- Pay Range: $15.00- $18.00 ph We strive to create positive memories for all our fans so we are looking for positive, energetic employees who are passionate about the Dairy Queen brand and delivering ex...
- 24 Days Ago
- Crossroads Portfolio, Inc
-
Alachua, FL
FULL_TIME
- Pay Range: $45000-$52000 yearlyWe strive to create positive memories for all our fans so we are looking for positive, energetic employees who are passionate about the Dairy Queen brand and delivering ...
- 24 Days Ago
Investment Portfolio Manager, Sr. jobs at Popular Companies
- 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...
- 6/2/2024 12:00:00 AM
- Baystate Financial
-
Wellesley, MA
- About the job Elevating your Practice with Baystate Financial- Job description: Looking to elevate your practice? Baysta...
- 6/1/2024 12:00:00 AM
- 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...
- 6/1/2024 12:00:00 AM
- LTD GLOBAL, LLC
-
Burlingame, CA
- Job Description Job Description About the organization A nonprofit organization dedicated to animal welfare and the prot...
- 6/1/2024 12:00:00 AM
- YMR
-
Jupiter, FL
- Job Description Job Description We are looking to hire a Family Office Manager to join our small, focused investor/phila...
- 5/30/2024 12:00:00 AM
- W.R. Berkley Corporation
-
Bridgeport, CT
- Finance: W.R. Berkley Corporation (Greenwich, CT) seeks Senior Investment Analyst with BS in finance, business administr...
- 5/30/2024 12:00:00 AM
- JPMorgan Chase
-
New York, NY
- The Cash Investment Desk is responsible for the investment of client cash collateral received against securities financi...
- 5/29/2024 12:00:00 AM
- Catalyst Corporate Federal Credit Union
-
Plano, TX
- Full Time, Permanent Opportunity for Advisor (Must be local to PLANO, TX) Catalyst and Your Career At Catalyst Corporate...
- 5/29/2024 12:00:00 AM