Investment Portfolio Manager, Sr. jobs in Iowa
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
Portfolio Manager
- Raccoon Valley Bank
-
Grimes, IA
FULL_TIME
-
Description
SCOPE:
The Portfolio Manager will assist and support the Commercial Lending Team with the day-to-day management of existing large customer portfolios in high growth markets, having a moderate degree of difficulty. Further, this position will be responsible for generating new business and referrals. Portfolio Manager reports to the Chief Lending Officer and will work closely with all the Commercial Lenders to meet lending goals and objectives. The Portfolio Manager will communicate with borrowers, third party lenders, attorneys, and other external parties, as appropriate.
Accountablities
Loan Portfolio Management: 50%- Support Commercial Loan Officers in their negotiation of more complex contracts with customers.
- Meet with loan applicants, perform site inspections, collect and analyze financial and related data in order to determine the general credit worthiness of applicants, and verify the data.
- Determine credit risk and make timely and accurate decisions on loans within delegated authority.
- Present recommendations within the credit presentation to the appropriate parties when necessary.
- Monitor assigned loans on a regular and continuous basis; specifically monitor the repayment activities and take necessary action to collect past due accounts.
- Assist in developing workout strategies for collection loans.
- Review credit appraisals and loan agreements for Commercial Lenders as needed to ensure they are complete and accurate under Bank policy.
- Maintain customer confidence and protect the bank operations by keeping information confidential.
- Provide day to day commercial loan support across the bank.
- Generate new business opportunities, get referrals, monitor sales pipeline, and meet established production targets.
- Participate actively in business development and marketing programs, contacting both current and prospective customers.
- Advises customers about the risks, consequences, and benefits of different lending solutions, and rejects loans when necessary, by explaining the deficiencies to applicants.
- Completes loan contracts by explaining provisions to applicants, obtaining signatures, and collecting fees.
- Assist with cross selling bank’s services.
- Provide leadership and actively participate in customer, community, and public relation activities to increase the bank’s visibility and to enhance new business opportunities.
- Establish and maintain positive networking relationships with customers and prospects, along with promoting the bank's favorable image.
- Reflects a positive image for the Bank by always exuding professional demeanor.
- Keeps abreast of current industry trends, regulatory issues, and overall economic environment. Integrate knowledge into strategic and operational business planning. Successfully complete all assigned training.
- Complies with bank, state, and federal rules and regulations, evidenced through successful completion of training, and demonstrated ability. Topics include but are not limited to Bank Secrecy Act, Anti Money Laundering, Ethics, Office of Foreign Asset Control (OFAC), etc.
- Perform other duties as directed by Management including but not limited to assisting in Branch operations as assigned.
Adaptability:- Able to adjust quickly to different work situations; remain composed under pressure and stressful situations. Able to apply critical thinking and emotional intelligence skills in a wide variety of situations.
- Must be able to analyze numbers and use those skills as they pertain to the loan underwriting process. Must be organized, efficient, and able to work independently and be detail oriented to generate accurate reports. Able to work with and interpret multiple sources of data to provide senior management with accurate information.
- Regard for all key details to assure accuracy in every transaction performed; detect errors; follow through on corrections and details.
- Must be able to communicate thoughts professionally and effectively, both orally and written. Must be able to communicate throughout the organization and to all levels of staff as well as external contacts.
- Ability to effectively manage one’s time to complete work according to established deadlines. The ability to prioritize tasks to make the best use of time for high priority tasks.
EDUCATION AND EXPERIENCE
Bachelor's degree (B. A. or B.S.) in finance, accounting, or business-related field required; or three to five years’ experience of banking or credit experience or related experience and/or training; or equivalent combination of education and experience.
Computer and data processing literacy required, including adept experience with Microsoft Office programs and Fiserv software. Experience with Lending Cloud is helpful, but not required. Working knowledge of bank regulation and compliance is required. Mathematical, organizational, and verbal and written communication skills required. Must be highly motivated with good communication skills, able to work independently, and capable of executing tactical plans in line with strategic objectives.
Language Skills
Ability to read, analyze, interpret, and implement regulations and laws, general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, policy, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the public.
Mathematical Skills
Ability to apply mathematical operations including but not limited to variance analysis, factor analysis, correlation techniques, sampling theory and sensitivity analysis.
REASONING ABILITY
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions and/or problems and deal with several abstract and concrete variables.
CERTIFICATES, LICENSES, REGISTRATIONS
Valid driver’s license required for travel to Bank offices, training sessions, customer meetings, Bank, and community meetings, etc. Ability to speak a foreign language helpful but not required.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit; use hands to finger, handle, or feel; and reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, or crouch. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, and depth perception.
Must be willing to work more than 40 hours per week and on some weekends as required.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts and outside weather conditions. The noise level in the work environment is usually moderate.
_____________________________________
The above statements are intended to describe the general nature and level of work being performed by the person assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Further, this job description is not intended to limit or in any way modify the right of any supervisor to assign, direct and control the work of any employee under his/her supervision. I further understand that employment is at the will of the employer and either the employer or the employee may at any time terminate the employment with or without cause. I further understand that no representations, promises, or commitments made by supervisors or other company representatives relating to this position or duration of employment are binding on the company.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. - 1 Day Ago
Portfolio Manager
- MidWestOne Bank
-
Belle, IA
FULL_TIME
- Overview At MidWestOne, our people are number one in everything we do. We are a community bank with a culture based on integrity and customer care. The people on our team are the foundation of our suc...
- 2 Months Ago
Portfolio Manager
- MidWestOne Bank
-
Conrad, IA
FULL_TIME
- Overview At MidWestOne, our people are number one in everything we do. We are a community bank with a culture based on integrity and customer care. The people on our team are the foundation of our suc...
- 2 Months Ago
Portfolio Manager
- MidWestOne Bank
-
Pella, IA
FULL_TIME
- Overview At MidWestOne, our people are number one in everything we do. We are a community bank with a culture based on integrity and customer care. The people on our team are the foundation of our suc...
- 2 Months Ago
Portfolio Manager
- MidWestOne Bank
-
Oskaloosa, IA
FULL_TIME
- Overview At MidWestOne, our people are number one in everything we do. We are a community bank with a culture based on integrity and customer care. The people on our team are the foundation of our suc...
- 2 Months Ago
Portfolio Manager
- MidWestOne Bank
-
Iowa, IA
FULL_TIME
- Overview At MidWestOne, our people are number one in everything we do. We are a community bank with a culture based on integrity and customer care. The people on our team are the foundation of our suc...
- 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...
- 6/2/2024 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...
- 6/1/2024 12:00:00 AM
Treasurer
- 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
Finance & Administration Senior Director (on-site)
- 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
Family Office Manager
- 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
Senior Investment Analyst
- 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
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...
- 5/29/2024 12:00:00 AM
Financial Advisor
- 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
About Iowa
Iowa (/ˈaɪəwə/ (listen)) is a state in the Midwestern United States, bordered by the Mississippi River to the east and the Missouri River and Big Sioux River to the west. It is bordered by six states; Wisconsin to the northeast, Illinois to the east, Missouri to the south, Nebraska to the west, South Dakota to the northwest and Minnesota to the north.
In colonial times, Iowa was a part of French Louisiana and Spanish Louisiana; its state flag is patterned after the flag of France. After the Louisiana Purchase, people laid the foundation for an agriculture-based economy in the heart of the Corn...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$175,015 to $279,617
Most Popular Cities in Iowa 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