Investment Portfolio Manager, Sr. jobs in Montana
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: Project Delivery
- Telesure Investment Holdings (TIH)
-
Park, MT
FULL_TIME
-
Join TIH, home to some of South Africa’s leading financial service providers, and grow your career while being part of an organization with purpose.
Job Purpose
Plan, initiate, and manage enterprise projects. Lead and guide the work of specialists and serve as the liaison with Senior Managers, Executives and Exco to identify business needs to design and describe solutions that can deliver value. Plan project stages and assess business implications for each stage. Monitor progress to assure deadlines, standards, and cost targets are met.
Responsibilities
Project Management
Accountable for the the delivery of a major part of the organisation's project management program. Take overall accountability for a number of business-critical projects.
Effectively analyse and manage demand, work allocation and resource availability to support delivery of multiple initiatives and projects. Track in-progress projects to elevate risks and issues, review projects if they are not forecasted to achieve the value they originally promised. Provide the best results on all projects within timelines and budgets.
Stakeholder Engagement
Engage, and build relationships, with stakeholders across the TIH value chain.
Participate in Exco meetings and be able to present to, and debate with, senior executives. Facilitate workshops with large groups of stakeholders. Work with front-end, back-end developers, marketing, sales, service departments to ensure a holistic management of deliverables.
Engage with third-party suppliers or providers to deploy new technology and review and execute the deliverables.
Data Collection & Analysis
Gather project data and report on the state of the project portfolio.
Insights and Reporting
Contribute to the design and creation of reporting strategies and templates for Exco and senior management. Lead execution of complex reports to provide a performance overview for the key portfolios. Identify and interpret complex patterns and trends, and translating those insights into actionable recommendations.
Leadership and Direction
Communicate the actions needed to implement the function's strategy and business plan within the team; explain the relationship to the broader organisation's mission, vision and values; motivate people to commit to these and to doing extraordinary things to achieve local business goals.
Performance Management
Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organisation's performance management systems to improve personal performance.
Manage and report on team performance; set appropriate performance objectives for direct reports or project / account team members and hold them accountable for achieving these, taking appropriate corrective action where necessary to ensure the achievement of team / personal objectives.
Continuous Improvement
Review existing operations in own area of work and implement innovation processes to generate new ideas and ensure continuous improvements are delivered on existing products, systems and processes.
Internal Communications
Execute a communications plan within established internal communication systems and procedures. Send Communications to Exco or senior management on project tracking and problems to gain buy-in for changes to processes and procedures.
Personal Capability Building
Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Education
School Grade 12 (Required)
Experience
6 or more years substantial general work experience together with comprehensive job related experience in own area of expertise to fully competent level (Essential); Knowledge of project / software delivery life cycle (Essential);
Experience in the contact centre environment (Advantageous); Knowledge of short-term insurance industry (Advantageous). 2 or more years experience of supervising and directing people and other resources to achieve specific end results within limited timeframes (Essential)
Think you have what it takes to be part of an unstoppable team who constantly finds better ways to give peace of mind? Don't wait, apply now. - 12 Days Ago
PORTFOLIO MANAGER
- Stockman Bank of Montana
-
Great Falls, MT
FULL_TIME
- Position General Responsibilities:Responsible for the business development activities related to the growth of Stockman Wealth Management, Inc., in the Great Falls Market. Areas of responsibility incl...
- 23 Days Ago
PWM Portfolio Manager
- U.S. Bank National Association
-
Bozeman, MT
FULL_TIME
- At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succee...
- 2 Months Ago
Credit Portfolio Manager II - Middle Market (Remote)
- TD Bank, N.A.
-
6000 Atrium Way, MT
FULL_TIME
- Work Location: Mount Laurel, New Jersey Hours: 40 Pay Details: $120,000 - $198,000 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary...
- 5 Days Ago
Global Material Compliance Portfolio Manager, Transformers.
- Hitachi Energy Ltd
-
Zurich, MT
FULL_TIME
- Location: Remote - Zurich, Switzerland Job ID: R0051431 Date Posted: 2024-05-27 Company Name: Hitachi Energy Ltd Profession (Job Category): Sales, Marketing & Product Management Job Schedule: Full tim...
- 13 Days Ago
Client Service Associate - Zurich based
- 50235 Threadneedle Portfolio Services AG
-
Zurich, MT
FULL_TIME
- In this role you will provide sales and client services support to the Swiss Country Head and Sales Team, as well as the wider Columbia Threadneedle Investments business in the Swiss and Client Servic...
- 26 Days Ago
Investment Portfolio Manager, Sr. jobs at Popular Companies
Senior Financial Advisor
- Baystate Financial
-
Wellesley, MA
- About the job Elevating your Practice with Baystate Financial- Job description: Looking to elevate your practice? Baysta...
- 6/11/2024 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...
- 6/11/2024 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...
- 6/11/2024 12:00:00 AM
Family Office Manager
- YMR
-
Jupiter, FL
- Job Description Job Description We are looking to hire a Office Manager to join our small, focused investor/philanthropi...
- 6/10/2024 12:00:00 AM
Office Manager
- YMR
-
Jupiter, FL
- Job Description Job Description We are looking to hire a Office Manager to join our small, focused investor/philanthropi...
- 6/9/2024 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...
- 6/9/2024 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...
- 6/8/2024 12:00:00 AM
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...
- 6/7/2024 12:00:00 AM
About Montana
Montana (/mɒnˈtænə/ (listen)) is a landlocked state in the Northwestern United States. Montana has several nicknames, although none are official, including "Big Sky Country" and "The Treasure State", and slogans that include "Land of the Shining Mountains" and more recently "The Last Best Place".
Montana is the 4th largest in area, the 8th least populous, and the 3rd least densely populated of the 50 U.S. states. The western half of Montana contains numerous mountain ranges. Smaller island ranges are found throughout the state. In all, 77 named ranges are part of the Rocky Mountains. The easte...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$171,255 to $273,613
Most Popular Cities in Montana 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