Salary Company Skills How To Become Job Openings

Portfolio Manager jobs in South Dakota

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

F
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
  • 1 Day Ago
Apply this Job
F
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...
  • 2 Months Ago
Apply this Job
T
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...
  • 12 Days Ago
Apply this Job
B
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...
  • 13 Days Ago
Apply this Job
A
Communication Specialist, Strategic Portfolio Management
  • Arch Insurance Group Inc.
  • Home, SD FULL_TIME
  • With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. ...
  • Just Posted
Apply this Job
A
Business Performance Analyst - Strategic Portfolio Management
  • Arch Insurance Group Inc.
  • Home, SD FULL_TIME
  • With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. ...
  • Just Posted
Apply this Job
View All Portfolio Manager Jobs

Portfolio Manager jobs at Popular Companies

L
Portfolio Manager
  • Leavell Investments
  • Birmingham, AL
  • In 1979, Tom Leavell founded Leavell Investment Management, Inc. in Mobile, Alabama. Tom saw a need in the financial ser...
  • 6/2/2024 12:00:00 AM
Apply this job
J
Portfolio Manager
  • JCW
  • Our client, a large well known regional bank in Texas is seeking a motivated and detail-oriented Portfolio Manager I for...
  • 5/31/2024 12:00:00 AM
Apply this job
G
Portfolio Manager
  • Guardian Life Insurance Company
  • Bethlehem, PA
  • Guardian has established the Enterprise Portfolio Management & Governance Organization to drive consistent, measurable, ...
  • 5/30/2024 12:00:00 AM
Apply this job
G
IT Portfolio Manager
  • Global Channel Management
  • Dallas, TX
  • About the job IT Portfolio Manager IT Portfolio Manager needs 10+ years of IT experience with a minimum of five years in...
  • 5/30/2024 12:00:00 AM
Apply this job
H
Portfolio Manager
  • Hays
  • Portfolio Manager | Commercial and Residential portfolio | New Jersey Your new company Hays Property have partnered with...
  • 5/29/2024 12:00:00 AM
Apply this job
T
Portfolio Manager
  • TBG | The Bachrach Group
  • #RealEstate #Residential #PropertyManagement #NYC #JobOpening (MUST have Rent Stabilized to present as a Portfolio Manag...
  • 5/29/2024 12:00:00 AM
Apply this job
S
Portfolio Manager
  • Selby Jennings
  • Company Overview: Global firm that invests in multiple asset classes and strategies worldwide. Committed to delivering e...
  • 5/29/2024 12:00:00 AM
Apply this job
H
IT Portfolio Manager
  • Houston Methodist
  • Houston, TX
  • At Houston Methodist, the IT Portfolio Manager position is responsible for planning, directing, and coordinating a colle...
  • 5/7/2024 12:00:00 AM
Apply this job
View All Portfolio Manager Jobs

About South Dakota

South Dakota (/- dəˈkoʊtə/ (listen)) is a U.S. state in the Midwestern region of the United States. It is named after the Lakota and Dakota Sioux Native American tribes, who compose a large portion of the population and historically dominated the territory. South Dakota is the seventeenth largest by area, but the fifth smallest by population and the 5th least densely populated of the 50 United States. As the southern part of the former Dakota Territory, South Dakota became a state on November 2, 1889, simultaneously with North Dakota. Pierre is the state capital and Sioux Falls, with a populat...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$103,574 to $143,568

Most Popular Cities in South Dakota for Portfolio Manager Jobs