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6 Investment Portfolio Manager Jobs in Omaha, NE

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First Interstate BancSystem
Omaha, NE | Full Time
9 Months Ago
Fiserv
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Cengage Group
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ELEVATE PROPERTY MANAGEMENT, LLC
Omaha, NE | Full Time
$81k-111k (estimate)
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tsbank
Omaha, NE | Full Time
$117k-168k (estimate)
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Elevate Living
Omaha, NE | Full Time
$83k-113k (estimate)
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Investment Portfolio Manager
Full Time | Banking 9 Months Ago
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First Interstate BancSystem is Hiring an Investment Portfolio Manager Near Omaha, NE

**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. This position may be located in Montana, Iowa, Nebraska and South Dakota. SUMMARY Provides asset management expertise to First Interstate’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. ESSENTIAL DUTIES AND RESPONSIBILITIES Duties and responsibilities include the following. Other duties may be assigned: 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. Gather, analyze, and communicate investment research information. Stay informed of developments in the investment markets and effectively communicate that information. Provide asset management expertise to our Wealth Advisors, Investment Specialists, Trust Specialists, Wealth Management clients, as well as other bank staff and customers. Contribute to the retention and growth of Wealth Management division assets under management, including the development of new business proposals, completing RFPs, as well as making presentations to community organizations, clients and prospects. Identify opportunities for increasing the effectiveness and efficiency of our work, including collaborative problem solving. Comply with corporate and division regulatory requirements, policies and procedures. Also assist the Asset Management team in meeting regulatory and audit compliance requirements. Assist the Retirement Plan Services group with investment fund evaluation and with meeting various regulatory requirements. Be actively involved in the community through volunteer activities. OTHER SKILLS AND ABILITIES 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. Remain highly organized with an exacting attention to detail while completing multiple tasks simultaneously in an environment with shifting priorities and frequent disruptions. Acquire a high degree of proficiency in the use of software programs utilized by the department, including Microsoft Office and Bloomberg Professional. Demonstrate excellent oral and written presentation skills. EDUCATION and/or EXPERIENCE Bachelor’s degree or equivalent and a minimum of 5 years related work experience is required. An MBA and/or CFA is preferred. LANGUAGE SKILLS 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 FIB 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. MATHEMATICAL SKILLS Ability to apply advanced mathematical concepts such as statistics, exponents, logarithms, quadratic equations, and permutations. Ability to apply mathematical operations to such tasks as frequency distributions, determinations of test reliability and validity, analysis of variance, correlation techniques, sampling theory, and factor analysis. REASONING ABILITY Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical, written, or diagram form and deal with several abstract and concrete variables. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is frequently required to stand and sit. The employee is occasionally required to walk and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Applicant will work in a computer room and office environment with mainframe computers, micro computers, routers, servers, printers and tape drives continually. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is occasionally exposed to wet and/or humid conditions; moving mechanical parts and risk of electrical shock. The noise level in the work environment is usually moderate. **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

POST DATE

07/23/2022

EXPIRATION DATE

10/28/2022

WEBSITE

fibk.com

HEADQUARTERS

SPRINGFIELD, OR

SIZE

1,000 - 3,000

FOUNDED

1971

CEO

JEFF TAYLOR

REVENUE

$500M - $1B

INDUSTRY

Banking

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About First Interstate Bancsystem

First Interstate BancSystem, Inc. is a financial and bank holding company. The Company, through its bank subsidiary First Interstate Bank (the Bank), delivers a range of banking products and services to individuals, businesses, municipalities and other entities. The Company also, through its subsidiary Bank of the Cascades, offers full-service community banking through 46 branches in Oregon, Idaho and Washington. The Company operates through community banking segment. Its community banking segment provides customers with commercial and consumer banking products and services in its market areas... through community service activities. In addition to its primary emphasis on commercial and consumer banking services, the Company also offers trust, employee benefit and insurance services through its bank subsidiary. As of August 17, 2018, it operated over 120 banking offices, including online and mobile banking services, throughout Idaho, Montana, Oregon, South Dakota, Washington, and Wyoming. More
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