Portfolio Manager jobs in Wyoming
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
Commercial Banking - Portfolio Manager I
- NBH Bank
-
Jackson, WY
FULL_TIME
- At our Bank, we believe common sense is more than just banking. We believe in finding financial solutions that cater specifically to our client’s needs. We are looking for talented associates who understand the complexities of life and will offer simple solutions that best fit the needs of our clients. If this is what you believe in, then you’re definitely right for us. And, we might be the right bank for you. The responsibility of this position is managing specialized work efficiently, with confidence and competence. The position requires above average attention to details, concern for the exact correctness of work, and strong commitment to tasks completed on time. The person in this position will take work seriously, has a strong sense of duty, and is disciplined. A somewhat faster-than-average pace will be the norm for this position. Detailed, specialized work is the major focus. The person in this position will require clearly defined work, responsibilities, and reporting relationships, ongoing and thorough training opportunities to develop expertise and increase confidence, and frequently expressed appreciation of the person’s competence, conscientiousness, and loyalty. The position will provide security in a stable work environment, allowing the person to plan for, focus on and complete tasks on hand. When changes in the nature of the work occur, the person in this position will need direction, training and support. The position will generally be task oriented, requiring someone with a conservative, careful, and cautious approach to work. As a Commercial and Specialty Banking Portfolio Manager I, you will support Commercial & Specialty Banking business development on the identification and calling of prospects and referrals on a national and regional basis; and coordination of calling efforts on identified prospects with Bank team partners. You will be responsible for a variety of tasks including effectively supporting the management of profitable client relationships and work with other areas in the Bank including Credit, Loan Operations and Executive Management, cross-selling of the Bank’s lending, depository and Treasury Management products to new and existing bank clients, and assisting in the review and structuring of large complex transactions, present deals to credit officers, negotiate credit terms, and legal documentation with clients and referrals. Also, you will lead underwriting on loan presentations ensuring the overall success and growth of an assigned portfolio by deepening relationships of existing clients and through the acquisition of new clients. Additionally, Commercial and Specialty Banking Portfolio Manager Is’ are expected to manage an existing portfolio of clients and monitor their operating performance that includes reviewing monthly/quarterly financial statements, completing renewals, increases, annual reviews, watch loan reports, borrowing base reconciliations, and monitor client relationship for compliance with credit standards. Participation in community and business functions to ensure a positive image for the bank within the regions marketplace and establishing referral contacts within the communityis an important part of the role. Finally, you will build a great rapport with clients and fellow associates and treat others with respect and consideration regardless of their status or position. All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements. Minimum Requirements: To be considered for this position, you must possess the following qualifications. Bachelor’s degree in related field or equivalent combination of education and experience. 3-5 years of relevant experience in commercial banking. Related specialty banking or finance experience. Skills and Abilities: Below is a general list of desired skills and abilities; this is not an exhaustive list. Proficient in Microsoft PowerPoint, Word and Excel Identify key relationships to achieve strategic goals and provide strong credit knowledge Clearly and enthusiastically convey information and ideas in a manner that engages and persuades clients. Well developed and proven organizational skills with ability to utilize time efficiently. Ability to make sound and timely decisions, to consistently deliver on commitments, and assume responsibility for results Work Environment: Office setting with traditional hours. Must be able to work at a rapid pace for long periods of time (typically no longer than 8 hours). Must be able to push, pull, pull up, bend at the knees and waist, twist body at the waist, raise and hold arms overhead, turn head-neck-shoulders as needed, grasp and hold tools and other items with hands, for either extended periods of time or many times throughout the workday. Must be able to work overtime to the extent necessary. Must be able to work additional hours outside routine business hours to the extent necessary. Must be able to travel – estimated at 25% of the time. The Bank is committed to providing qualified applicants and associates reasonable accommodation, when necessary, to enable the individuals to complete the application process and/or perform the essential functions of the job. An applicant and/or associate requiring reasonable accommodation to perform any essential job function, should contact Human Resources.
- 7 Days Ago
Business Performance Analyst - Strategic Portfolio Management
- Arch Insurance Group Inc.
-
Mountain Home, WY
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. ...
- 4 Days Ago
Manager
- Panera Bread
-
Cheyenne, WY
FULL_TIME
- Come Join Panera Bread- an award-winning leader in the restaurant industry and employer of choice for 2022 and 2023! What's in it for you?A comprehensive benefit package including health, dental and v...
- 2 Days Ago
Manager
- Chili's
-
Cheyenne, WY
FULL_TIME
- Role Overview Chili's Managers are wired for hospitality! We're in the people business. So, we know how to make someone feel special, and our most successful Managers are passionate about connecting w...
- 2 Days Ago
Manager
- C85 Group LLC
-
Casper, WY
FULL_TIME
- Role:Managers are responsible for the overall operation of their unit. Managers support and implement business objectives through a strong sales based focus and constant development of their team. Spe...
- 12 Days Ago
Manager
- Frontier Trampoline Park
-
Cheyenne, WY
PART_TIME
- Frontier Trampoline Park 3501 East Lincolnway Suite B Cheyenne, Wy 82001 Shift- Manager position Job Type: Part- time We are seeking an enthusiastic and dedicated shift manager to over see the daily o...
- 18 Days Ago
Portfolio Manager jobs at Popular Companies
Portfolio Manager
- Gaetani Real Estate
-
San Francisco, CA
- JOB TITLE: Portfolio Manager DEPARTMENT: Property Management REPORTS TO: Director of Operations Company Background: Gaet...
- 6/12/2024 12:00:00 AM
Portfolio Manager
- Indigo Real Estate Services
-
Bellingham, WA
- Job Description At Indigo Real Estate, we attribute much of our properties successes to the strengths of our team member...
- 6/11/2024 12:00:00 AM
Portfolio Manager
- The Energy Authority
-
Bellevue, WA
- About The Energy Authority The Energy Authority is a public power-owned, nonprofit corporation with offices in Jacksonvi...
- 6/10/2024 12:00:00 AM
Portfolio Manager
- Hedge Fund
-
- Established Portfolio Manager/Trader with Proven Expertise Major Buy Side client look for an established Portfolio Manag...
- 6/10/2024 12:00:00 AM
Portfolio Manager
- Sony Corporation
-
Reston, VA
- Sony Corporation of America, located in New York, NY, is the U.S. headquarters of Sony Group Corporation, based in Tokyo...
- 6/10/2024 12:00:00 AM
Portfolio Manager
- Selby Jennings
-
Miami, FL
- Company Overview: Premier investment management firm focused on the commodities sector. With focus on delivering superio...
- 6/10/2024 12:00:00 AM
Portfolio Manager
- First New York
-
New York, NY
- Multi Strategy Platform expands its global presence. FNY Investment Advisers (“First New York”) is an SEC Registered Inv...
- 6/9/2024 12:00:00 AM
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
About Wyoming
Wyoming (/waɪˈoʊmɪŋ/ (listen)) is a state in the mountain region of the western United States. The state is the 10th largest by area, the least populous, and the second most sparsely populated state in the country. Wyoming is bordered on the north by Montana, on the east by South Dakota and Nebraska, on the south by Colorado, on the southwest by Utah, and on the west by Idaho and Montana. The state population was estimated at 577,737 in 2018, which is less than 31 of the most populous U.S. cities including Denver in neighboring Colorado. Cheyenne is the state capital and the most populous city...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$110,776 to $153,548