Communicate with clients to understand their financial objectives and explain investment strategies and performance. * Monitor investment performance of portfolios and adjust as necessary. * Ensure ...
Communicate with clients to understand their financial objectives and explain investment strategies and performance. * Monitor investment performance of portfolios and adjust as necessary. * Ensure ...
The PortfolioManager is a full-time member of the Portfolio Management Group and isresponsible for the day-to-day portfolio management and relationship managementof their designated insurance clients.
The PortfolioManager is a full-time member of the Portfolio Management Group and isresponsible for the day-to-day portfolio management and relationship managementof their designated insurance clients.
Treasury Management Portfolio Manager
Bloomington, IL ยท On-site
$55K - $72K/yr
Additionally, the TM Portfolio Manager will work small business referrals to qualify, advance ... Electronic business banking platforms and other financial services * Ability to: * Multi-task and ...
Treasury Management Portfolio Manager
Bloomington, IL ยท On-site
$55K - $72K/yr
Additionally, the TM Portfolio Manager will work small business referrals to qualify, advance ... Electronic business banking platforms and other financial services * Ability to: * Multi-task and ...
Treasury Management Portfolio Manager
Decatur, IL ยท On-site
$55K - $72K/yr
Additionally, the TM Portfolio Manager will work small business referrals to qualify, advance ... Electronic business banking platforms and other financial services * Ability to: * Multi-task and ...
Treasury Management Portfolio Manager
Decatur, IL ยท On-site
$55K - $72K/yr
Additionally, the TM Portfolio Manager will work small business referrals to qualify, advance ... Electronic business banking platforms and other financial services * Ability to: * Multi-task and ...
Treasury Management Portfolio Manager
Decatur, IL ยท On-site
$55K - $72K/yr
Additionally, the TM Portfolio Manager will work small business referrals to qualify, advance ... Electronic business banking platforms and other financial services * Ability to: * Multi-task and ...
Treasury Management Portfolio Manager
Decatur, IL ยท On-site
$55K - $72K/yr
Additionally, the TM Portfolio Manager will work small business referrals to qualify, advance ... Electronic business banking platforms and other financial services * Ability to: * Multi-task and ...
As part of the Strategic Portfolio Management function, the AVP Strategic Portfolio Financial Management Lead will lead financial management practices for the Strategic Portfolio Management function ...
As part of the Strategic Portfolio Management function, the AVP Strategic Portfolio Financial Management Lead will lead financial management practices for the Strategic Portfolio Management function ...
Be Seen First
Portfolio Manager
Manhattan, NY ยท On-site
$135K - $140K/yr
TRI-HILL MANAGEMENT IS GROWING!! We are seeking Portfolio Managers with 10 years of NYC residential property management experience. Summary/Objective: The Portfolio Manager is responsible for ...
Quick apply
Be Seen First
Portfolio Manager
Manhattan, NY ยท On-site
$135K - $140K/yr
TRI-HILL MANAGEMENT IS GROWING!! We are seeking Portfolio Managers with 10 years of NYC residential property management experience. Summary/Objective: The Portfolio Manager is responsible for ...
Project Portfolio Manager
Holmdel, NJ ยท On-site
$75 - $80/hr
Orchestrate portfolio planning & delivery across business, finance and technology leadership providing data-driven insights for prioritization. * Manage portfolio delivery roadmap aligned to ...
Quick apply
Project Portfolio Manager
Holmdel, NJ ยท On-site
$75 - $80/hr
Orchestrate portfolio planning & delivery across business, finance and technology leadership providing data-driven insights for prioritization. * Manage portfolio delivery roadmap aligned to ...
Commodities Portfolio Manager
Greenwich, CT ยท On-site
Commodities Traders/Portfolio Managers lead the development and execution of trading strategies and ... Strong understanding of financial modeling, specifically using Python and/or VBA, Matlab
Commodities Portfolio Manager
Greenwich, CT ยท On-site
Commodities Traders/Portfolio Managers lead the development and execution of trading strategies and ... Strong understanding of financial modeling, specifically using Python and/or VBA, Matlab
EHR Portfolio Manager
Quincy, MA ยท On-site
Strong experience with portfolio planning, governance, reporting, and financial management * Familiarity with PPM tools and service management platforms * Knowledge of Agile and traditional project ...
EHR Portfolio Manager
Quincy, MA ยท On-site
Strong experience with portfolio planning, governance, reporting, and financial management * Familiarity with PPM tools and service management platforms * Knowledge of Agile and traditional project ...
Portfolio Manager
Charlotte, NC ยท On-site
Bachelor's degree in Business, Marketing, Engineering, Supply Chain, Finance, or related field. * 5+ years of experience in product management, portfolio management, pricing, commercial strategy ...
Portfolio Manager
Charlotte, NC ยท On-site
Bachelor's degree in Business, Marketing, Engineering, Supply Chain, Finance, or related field. * 5+ years of experience in product management, portfolio management, pricing, commercial strategy ...
Portfolio Manager
Portland, OR ยท Hybrid
$160K - $200K/yr
The CFA designation * 5+ years of experience in investment management and/or financial advisory services with the demonstrated ability to manage investment portfolios for client familiesThe desire to ...
Quick apply
Portfolio Manager
Portland, OR ยท Hybrid
$160K - $200K/yr
The CFA designation * 5+ years of experience in investment management and/or financial advisory services with the demonstrated ability to manage investment portfolios for client familiesThe desire to ...
Manager, Portfolio Management
Manhattan, NY ยท On-site
Reporting to the SVP of Capital Markets, the Portfolio Manager is responsible for overseeing the financial, commercial, and financing obligations of the company's operating renewable energy portfolio.
Manager, Portfolio Management
Manhattan, NY ยท On-site
Reporting to the SVP of Capital Markets, the Portfolio Manager is responsible for overseeing the financial, commercial, and financing obligations of the company's operating renewable energy portfolio.
Manager, Portfolio Management
Manhattan, NY ยท On-site
$150K - $185K/yr
Maintain financial models and long-term forecasts in collaboration with Asset Management and Accounting teams * Analyze portfolio cash flows, distributions, and financial performance against business ...
Manager, Portfolio Management
Manhattan, NY ยท On-site
$150K - $185K/yr
Maintain financial models and long-term forecasts in collaboration with Asset Management and Accounting teams * Analyze portfolio cash flows, distributions, and financial performance against business ...
Portfolio Manager
Los Angeles, CA ยท On-site
Portfolio Manager Position Overview A large and rapidly growing wealth management firm with ... Solid understanding of financial data types, management, and analysis. * Ability to employ advanced ...
Portfolio Manager
Los Angeles, CA ยท On-site
Portfolio Manager Position Overview A large and rapidly growing wealth management firm with ... Solid understanding of financial data types, management, and analysis. * Ability to employ advanced ...
Portfolio Manager
Ceres, CA ยท On-site
$90K - $100K/yr
Work with Management and suppliers to develop financially responsible programs. * Understand the financial impact of pricing, discounts, depletion programs, and incentives. * Help ensure portfolio ...
Portfolio Manager
Ceres, CA ยท On-site
$90K - $100K/yr
Work with Management and suppliers to develop financially responsible programs. * Understand the financial impact of pricing, discounts, depletion programs, and incentives. * Help ensure portfolio ...
Portfolio Manager
Richardson, TX ยท On-site
Our bankers are seasoned financial experts who possess deep experience across a multitude of ... Client management, including assisting of day-to-day needs, contact meetings, and site visits.
Portfolio Manager
Richardson, TX ยท On-site
Our bankers are seasoned financial experts who possess deep experience across a multitude of ... Client management, including assisting of day-to-day needs, contact meetings, and site visits.
Portfolio Manager
Culver City, CA ยท On-site
$100K - $105K/yr
Property Management Associates is growing and looking for a Portfolio Manager with experience in ... Well-versed in all areas of financial management, including budgeting, income & expense oversight ...
Portfolio Manager
Culver City, CA ยท On-site
$100K - $105K/yr
Property Management Associates is growing and looking for a Portfolio Manager with experience in ... Well-versed in all areas of financial management, including budgeting, income & expense oversight ...
Portfolio Manager
Atlanta, GA ยท On-site
The Financial Discovery Group, Inc. is a fee only financial planning and comprehensive wealth management firm founded in 1996. We serve high-net-worth individuals and families through trusted ...
Portfolio Manager
Atlanta, GA ยท On-site
The Financial Discovery Group, Inc. is a fee only financial planning and comprehensive wealth management firm founded in 1996. We serve high-net-worth individuals and families through trusted ...
Portfolio Manager
San Antonio, TX ยท On-site
Our bankers are seasoned financial experts who possess deep experience across a multitude of ... Client management, including assisting of day-to-day needs, contact meetings, and site visits.
Portfolio Manager
San Antonio, TX ยท On-site
Our bankers are seasoned financial experts who possess deep experience across a multitude of ... Client management, including assisting of day-to-day needs, contact meetings, and site visits.
Md Financial Management Portfolio Manager information
See salary details
$37K - $50.7K
9% of jobs
$50.7K - $64.4K
15% of jobs
$65.8K is the 25th percentile. Wages below this are outliers.
$64.4K - $78K
15% of jobs
The median wage is $88.8K / yr.
$78K - $91.7K
15% of jobs
$91.7K - $105.4K
10% of jobs
$105.4K - $119.1K
9% of jobs
$123.9K is the 75th percentile. Wages above this are outliers.
$119.1K - $132.8K
11% of jobs
$132.8K - $146.5K
10% of jobs
$146.5K - $160.1K
5% of jobs
$160.1K - $173.8K
2% of jobs
$173.8K - $187.5K
1% of jobs
$37K
$100.5K
$187.5K
How much do md financial management portfolio manager jobs pay per year?
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For Md Financial Management Portfolio Manager jobs, the most frequently searched job titles are:
Wealth Management Portfolio Manager
Atlanta, GA โข On-site
Full-time
Re-posted 12 days ago
Job description
The Wealth Management Portfolio Manager is responsible for constructing and managing discretionary investment portfolios for high-net-worth individuals and institutions. This position has responsibility for leading the development of the investment strategy for new and existing clients. Additionally, this position supports Private Bankers and Trust Officers on all Investment Management & Trust sales opportunities and client relationship review meetings.
What You'll Do
- Design, construct, and manage client investment portfolios in line with clients' financial goals.
- Execute trades and rebalance portfolios to maintain optimal asset allocation.
- Complete investment and client reviews annually or as required.
- Communicate with clients to understand their financial objectives and explain investment strategies and performance.
- Monitor investment performance of portfolios and adjust as necessary.
- Ensure compliance with the relevant regulations and company's standards.
- Collaborate with the investment team and other internal partners to enhance the client experience.
- Monitor and analyze financial markets, trends, and economic indicators.
- Continually build a network of internal and external sources to acquire new client relationships.
- Stay informed on legal and regulatory changes affecting investment management.
- Drive business results and acquire new assets, both from existing client base and new client acquisition.
- Actively participate in community activities and events with purpose of visibility in the community and prospects.
Requirements For Success
- Undergraduate degree in business related field or equivalent experience.
- Preferred degree or designations, MBA, CFA, CIMA, and/or CFP certification.
- Five plus years investment management or investment advisory experience.
- Deep knowledge of investment strategies including alternative investments.
- Detailed understanding of performance measurement concepts and methodologies.
- Strong knowledge of investment management and wealth planning concepts.
- Proven track record in cultivating new and existing client relationships.
- Good interpersonal skills to represent the bank positively in dealing with clients.
- Excellent analytical, quantitative, verbal, and written communication skills.
Conditions of Employment
- Must be able to pass a criminal background & credit check
- This is a full-time, non-remote position
FLSA Status: Exempt
Ready to take your career to the next level? Apply now and become a vital part of our team!
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range
USD $0.00 - USD $0.00 /Yr.
About United Community Bank of North Dakota
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
11 - 50 Employees
Headquarters location
Leeds, ND, US
Year founded
1912