Investment Portfolio Manager, Sr. jobs in Colorado

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)

P
Portfolio Strategy & Analytics Sr. Manager
  • Ping Identity External Job Board
  • Denver, CO FULL_TIME
  • This individual contributor role is part of the Portfolio Strategy and Operations team within the Product organization and is a unique blend of opportunities and responsibilities for a versatile person with a diverse set of skills and interests. You will work to enhance our portfolio data analytics function and work closely with Product Management and other stakeholders to deepen our product data metrics and capabilities. You will report to and be mentored by the Director of Portfolio Strategy & Operations.

    Responsibilities include:

    • Conduct key pricing and discounting analytics to determine product portfolio performance and recommend key actions to improve financial performance
    • Analyze various financial and operational metrics to measure the effectiveness of the product portfolio from a go-to-market and customer adoption perspective. Identify key trends, root causes, and action plans. Drive follow up and closure of action plans. Analyze growth trends identifying value capture opportunities
    • Develop new KPIs and work with cross-functional stakeholders to implement continuous optimization plans
    • Lead pricing and product data related projects and initiatives independently and manage stakeholder expectations

    Required Qualifications

    • 3-5 years of work experience in management consulting or analytical role; familiarity with enterprise software/SaaS industry a plus
    • Degree in business, economics or other analytical concentration
    • Excellent quantitative and financial modeling skills as well as ability to effectively present and communicate insights and recommendations
    • Ability to create complex financial models and compelling business cases
    • Understand pricing and value realization for software (design, development, marketing sales, implementation and support)
    • Experience working with clients or customers, meeting facilitation and whiteboarding
    • Light to moderate travel may be required
  • 19 Days Ago

M
Administrative Assistant (Portfolio Performance)
  • Monarch Investment and Management Group
  • Franktown, CO FULL_TIME
  • Description Monarch Investment and Management Group (MIMG) located in Franktown; CO is actively interviewing for an Administrative Assistant to join our Portfolio Performance team for an on-site oppor...
  • 2 Months Ago

F
Investment Portfolio Engineer/Developer
  • Fidelity Investments
  • Greenwood, CO FULL_TIME
  • 2087987-1Job DescriptionThe TeamWith more than $700 billion in assets under management as of December 31st, 2023, Fidelity’s Strategic Advisers, LLC is a leading provider of asset allocation solutions...
  • 9 Days Ago

C
SR. Controller
  • Consolidated Investment Group
  • Englewood, CO FULL_TIME
  • Senior ControllerLocation: Englewood, CO, United StatesPosition Type: Full-Time ProfessionalWe're seeking an experienced Senior Controller to join our team and take the helm of our Accounting, Legal, ...
  • 14 Days Ago

C
SR. Controller
  • Consolidated Investment Co
  • Englewood, CO FULL_TIME
  • Job DescriptionSenior ControllerLocation: Englewood, CO, United StatesPosition Type: Full-Time ProfessionalWe're seeking an experienced Senior Controller to join our team and take the helm of our Acco...
  • 23 Days Ago

C
IT Sr Portfolio Analyst
  • CommonSpirit Health
  • Englewood, CO FULL_TIME
  • Overview* CommonSpirit Health was formed by the alignment of Catholic Health Initiatives (CHI) and Dignity Health. With more than 700 care sites across the U.S., from clinics and hospitals to home-bas...
  • Just Posted

G
Asset & Wealth Management - Investing & Portfolio Management - XIG -Administrative Assistant - New York
  • Goldman Sachs
  • New York, NY
  • Responsibilities: * Provides administrative support in a complex team environment to a senior group or executive * Coord...
  • 6/11/2024 12:00:00 AM

G
Trust Advisor
  • gpac
  • San Antonio, TX
  • Job Description We are seeking an experienced trust officer to provide investment management and trust administration se...
  • 6/11/2024 12:00:00 AM

G
Trust Advisor
  • gpac
  • Plano, TX
  • Job Description We are seeking an experienced trust officer to provide investment management and trust administration se...
  • 6/11/2024 12:00:00 AM

B
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

Y
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

Y
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

J
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

T
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

Colorado (/ˌkɒləˈrædoʊ, -ˈrɑːdoʊ/ (listen), other variants) is a state of the Western United States encompassing most of the southern Rocky Mountains as well as the northeastern portion of the Colorado Plateau and the western edge of the Great Plains. It is the 8th most extensive and 21st most populous U.S. state. The estimated population of Colorado was 5,695,564 on July 1, 2018, an increase of 13.25% since the 2010 United States Census. The state was named for the Colorado River, which early Spanish explorers named the Río Colorado for the ruddy silt the river carried from the mountains. The...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$187,023 to $298,806

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