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Investment Portfolio Manager

MRINetwork Jobs
Sioux Falls, SD
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

The Gig:

 

Provides asset management expertise to the bank’s Wealth Management clients.  Performs management of investment portfolios comprised of stocks, ETFs, bonds, and mutual funds with the goal to obtain targeted rate of return within an acceptable level of portfolio risk consistent with the client’s defined investment objective.  Develops and provides portfolio and economic reports as required, assures timely and accurate execution of trades for portfolios, and monitors the performance and risk structure of the portfolios under the portfolio manager’s direction.  Remains knowledgeable regarding investment markets and economics by staying abreast of current market circumstances, regulatory circumstances, and economic and industry trends.

 

The People: 

 

This bank strives to continuously strengthen its relationships with employees, clients, and communities while driving long-term shareholder value. They proudly offer competitive salaries and benefits. They believe in fostering professional development and recognizing employees for their hard work as members of the bank's team. This bank celebrates its success and the people responsible for it.

 

Responsibilities:

 

  • Oversee a number of investment management accounts, including execution of trades, monitoring asset allocation mixes, rebalancing portfolios, generating required liquidity, and completion of annual regulatory reviews.
  • Be prepared to work with the more complex asset management and fiduciary accounts (trusts); including assets which may consist of private placement issues, closely held assets, insurance assets, concentrated asset positions, etc.
  • Review Investment Policy Statements for accounts to identify unique directives and construct portfolios to comply with those directives.
  • Actively participate in meetings and contribute to the decision making process of the Investment Policy Committee and other committees to which a candidate may be assigned.
  • Develop, maintain, prepare, and distribute reports utilized by various constituents including the Investment Policy Committee.
  • Be a great member of the team by having enthusiasm for the work, a consistently positive attitude, and an unwavering commitment to respect for teammates with the ultimate goal of shared success.
  • Have a strong work ethic and a willingness to take initiative.

Qualificiations:

  • Bachelor’s degree or equivalent and a minimum of 5 years related work experience is required.  An MBA and/or CFA is preferred.
  • Ability to read, analyze, and interpret common technical journals, financial reports, and legal documents.
  • Ability to respond to common inquiries, complaints, needs of customers, requests by regulatory agencies, or other members of the bank and our communities. 
  • Ability to deliver orally and write articles for publication that conform to prescribed style and format.
  • Candidate should possess the ability to effectively communicate information to company management, public organizations, clients and prospects, and boards of directors.

For more information about this job, contact Merissa at 360.360.0310 or at merissa@julisonsell.com

 

MRINetwork Jobs

Address

Sioux Falls, SD
USA

Industry

Finance and Insurance

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