Investment Portfolio Manager

Investment Portfolio Manager Jobs

What does an Investment Portfolio Manager Do?

Manages the securities, assets, and investment portfolios of a bank. Establishes investment policies to ensure financial activities are compliant with regulatory standards and requirements. Monitors and tracks financial markets, investment trends, and regulatory developments to implement successful investment strategies and recommends changes to manage risk and increase returns. Oversees and routinely assesses portfolio allocation to evaluate performance and alignment with investment objectives, strategies, and risk tolerance levels. Requires a bachelor's degree. Typically reports to a directo ... r. Manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. Typically requires 5 years experience in the related area as an individual contributor. 1-3 years supervisory experience may be required. Extensive knowledge of the function and department processes. More
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Investment Portfolio Manager at Bedel Financial Consulting

Indianapolis, IN | Full Time
$100k-173k (estimate)
1 Month Ago
Company Description. Bedel Financial Consulting, Inc. is a fee-only wealth management firm specializing in providing clients with financial clarity and security. With approximately $2 billion in actively managed assets, Bedel is recognized among the top 25 Women-Owned Registered Investment Advisors (RIAs) in the U.S. by WealthManagement.com and as one of the Top 100 Financial Advisors in America by CNBC. The firm’s unique multidisciplinary approa...

Investment Portfolio Manager at Bedel Financial Consulting

Indianapolis, IN | Full Time
$100k-173k (estimate)
1 Month Ago
Company Description. Bedel Financial Consulting, Inc. is a fee-only wealth management firm specializing in providing clients with financial clarity and security. With approximately $2 billion in actively managed assets, Bedel is recognized among the top 25 Women-Owned Registered Investment Advisors (RIAs) in the U.S. by WealthManagement.com and as one of the Top 100 Financial Advisors in America by CNBC. The firm’s unique multidisciplinary approa...

Investment/Portfolio Manager at Robert Half

Geneva, WI | Per Diem
$154k-210k (estimate)
4 Months Ago
We are looking for an experienced Investment/Portfolio Manager to join a boutique law firm located in Lake Geneva, Wisconsin. In this role, you will oversee equity portfolios for high-net-worth and ultra-high-net-worth clients, including personal trusts, partnerships, and foundations. This position offers a unique opportunity to coordinate with external investment managers and brokers while ensuring tailored financial solutions for sensitive clie...

Investment Portfolio Manager at Busey

Bloomington, IL | Full Time
$114k-163k (estimate)
6 Months Ago
Position Summary. The Portfolio Manager maintains responsibility for managing the client’s investment strategy. Working with the Busey Advisory Team, the Portfolio Manager will help develop an investment strategy and manage the client’s investment portfolio according to the established goals and objectives for the client, and in accordance with all internal and regulatory investment and fiduciary guidelines. The Portfolio Manager will also provid...
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