Investment Manager jobs in New Orleans, LA
Investment Manager manages overall bank's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Being an Investment Manager measures and evaluates return on investment and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Manager typically reports to a head of a unit/department. The Investment Manager 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. To be an Investment Manager 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. (Copyright 2024 Salary.com)
Recently Added Investment Manager jobs
Investment Services Administrative Assistant
- Synergy Bank
-
Houma, LA
FULL_TIME
-
LOCATION: 210 SYNERGY CENTER BLVD, HOUMA, LA 70360SCHEDULE: Negotiable 32-40 HOURS (MONDAY - FRIDAY, 8 AM - 5 PM)DEPARTMENT: Investment ServicesSUPERVISOR: LPL Investment Program ManagerPOSITION SUMMARY: Supports all administrative efforts under the direction of the investment program manager for new/existing clients. This position may provide a flexible work schedule of 32- 40 hours weekly.POSITION RESPONSIBILITIES:PRIMARY Job Functions:
- Preparing new investment account opening paperwork, initiate and follow-up incoming account transfers, receipt of and movement of funds, rollovers, trustee-trustee transfers, investment exchanges, networking business, processing death and beneficiary claims, resolve NIGO,
- Client data input and maintenance: Updating client identification/address changes; beneficiary information, advisor provided suitability information, powers of attorney, etc. Verifying all data entries after submitting to on and off platform accounts and investment product providers.
- Money movement via journals, ACH, 3rd party checks, on-demand requests, periodic distributions, scheduled payouts, dividends, adequacy of funds to meet said scheduled payments and follow up the timely receipt to recipient’s designated bank account.
- Clerical duties: Scheduling appointments, maintaining calendar for client reviews, researching account errors, general correspondence, maintaining compliance required files, client birthday cards and any other special assignment received.
- Submitting all materials that require compliance approval, literature and marketing, prospectus receipt files, etc.
- Coordinating client banking needs with internal bank partners to provide a “private banking” experience to, high-net-worth, bank director and “advisory” clientele at the Synergy Bank standard of excellent of customer service.
- Adherence to highest standards of confidentiality, ethics, and honesty with sensitive client information.
- Interact with broker-dealer home office service departments for problem resolution, solutions, etc.
- Maintenance, I-doc and retention of all regulatory files, books, and records
SECONDARY Job Function:- Provide monitoring, reporting and support of bank IRA accounts subject to RMD fulfillment as directed by bank management
REQUIRED QUALIFICATIONS:- Working knowledge of investment products including mutual funds, stocks, bonds, and servicing retirement accounts.
- Ability to quickly learn and adapt to broker-dealer operating system
- Strong verbal and written communication skills
- Strong organization skills and math skills
- Ability to pay close attention to details
- Ability to work independently
- Ability to practice sound judgement to provide regular follow-up and feedback and improve efficiencies.
- Ability to establish and maintain interpersonal relationships with co-workers, clients, and peers
- Proficient in Microsoft Word
- Basic experience with Microsoft Excel and Outlook
EDUCATION AND EXPERIENCE REQUIRED:- High School graduate with some college preferred.
- 3 years (current) experience as investment-admin in a bank, investment advisory or insurance program
EDUCATION EXPERIENCE PREFERRED:- Some college preferred
- Strong working knowledge or experience in field of IRAs
COMMUNICATION: Must be able to provide information to supervisors, co-workers, and customers both verbally and in written format.PHYSICAL REQUIREMENTS:- Must be able to work at a desk with a desktop computer and look at a monitor for up to 4 hours at a time.
- Must be able to interact with the public utilizing various methods of communication.
MENTAL REQUIREMENTS:- Must have the attention span to stay alert and attentive during a normal 8-hour workday.
- Must be able to follow instructions and procedures exactly as trained or as directed by his or her supervisor.
- Must be able to listen to, grasp, and respond positively to supervision and instructions by Management.
- Physical and cognitive ability to perform the essential duties and functions of his/her job.
- Ability to safeguard and maintain confidential information as directed by Federal law and Company policy.
EQUAL OPPORTUNITY EMPLOYER / DISABLED / VETERANS - 2 Months Ago
Full Time Caregivers (DSW, DSP, PCA)
- Human Services Management & Investment LLC
-
Luling, LA
FULL_TIME
- About us Human Services Management & Investment LLC is a small business in Houma, LA. We are professional, agile, customer-centric and our goal is to provide the best care available to our clients & i...
- 2 Days Ago
Investment Services Assistant, Non-Licensed
- Synergy Bank
-
Houma, LA
FULL_TIME
- LOCATION: 210 SYNERGY CENTER BLVD, HOUMA, LA 70360 SCHEDULE: 40 HOURS (MONDAY - FRIDAY, 8 AM - 5 PM) DEPARTMENT: Investment Services SUPERVISOR: LPL Investment Program Manager POSITION SUMMARY: Suppor...
- 7 Days Ago
Vice President/Senior Vice President Investment Workout
- Advantage Capital
-
Orleans, LA
FULL_TIME
- Who We Are We believe that capital has the ability to transform communities for the better. As an impact investor, Advantage’s mission is to bring businesses, resources and jobs to communities that ha...
- 1 Month Ago
Manager
- PJ's Coffee Gentilly
-
Mandeville, LA
FULL_TIME
- Pj's Coffee in Mandeville, LA is looking for a store manager for one of our Northshore locations. Our ideal candidate is self-driven, motivated, and hard-working. Responsibilities *Train employees and...
- 16 Days Ago
Manager
- British Swim School of North Lake Pontchartrain
-
Mandeville, LA
FULL_TIME
- A position at British Swim School is more than just a job, it is an opportunity to learn, grow, and make an impact in the lives of your community to ensure “survival of the littlest”. Compensation and...
- 17 Days Ago
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0 Investment Manager jobs found in New Orleans, LA area
2024- 2025 Teacher All Grades/Subjects (July 2024 Start) **Relocation Eligible**
- FirstLine Schools Inc
-
New Orleans, LA
- Job Type Full-time Description About FirstLine Schools In 1998, FirstLine Schools started the first charter school in Ne...
- 4/20/2024 12:00:00 AM
Member Services Representative
- Planet Fitness Inc.
-
Chalmette, LA
- THE PLANET FITNESS MISSION We at Planet Fitness are here to provide a unique environment in which anyone, and we mean an...
- 4/20/2024 12:00:00 AM
Senior Project Manager (Hybrid)
- AECOM
-
New Orleans, LA
- Company Description Work with Us. Change the World. At AECOM, we're delivering a better world. Whether improving your co...
- 4/20/2024 12:00:00 AM
Part-Time Oil Change Team Member - Shop#32 - 5280 Canal Boulevard
- Driven Brands
-
New Orleans, LA
- Company:Take 5 Oil Change We invite you to join us at Take 5! Take 5 Oil Change is your neighborhood go-to oil change sp...
- 4/19/2024 12:00:00 AM
Electrical Engineer (Remote Option)
- Crest Industries
-
New Orleans, LA
- Beta Engineering is currently looking for an Electrical Engineering to join our team. There is a possibility for remote ...
- 4/19/2024 12:00:00 AM
Manager in Training Program, $60,000 - $275,000+!
- Premier Automotive
-
New Orleans, LA
- 10340 I-10 Service Road New Orleans, LA 70128 Unlock Your Potential with Our Manager in Training Programs (M.I.T.) Are y...
- 4/18/2024 12:00:00 AM
HR Assistant
- NO/AIDS TASK FORCE
-
New Orleans, LA
- Job Details Job Location Saint Roch - New Orleans, LA Position Type Full Time Description At CrescentCare, we bring care...
- 4/18/2024 12:00:00 AM
Oil Shop Manager Trainee - Shop #6 - 3600 Paris Rd.
- Driven Brands
-
Chalmette, LA
- Company:Take 5 Oil Change We invite you to join us at Take 5! Take 5 Oil Change is your neighborhood go-to oil change sp...
- 4/18/2024 12:00:00 AM
About New Orleans, Louisiana
New Orleans (/ɔːrˈliːnz, ˈɔːrl(i)ənz/, locally /ˈɔːrlənz/; French: La Nouvelle-Orléans [la nuvɛlɔʁleɑ̃] (listen)) is a consolidated city-parish located along the Mississippi River in the southeastern region of the U.S. state of Louisiana. With an estimated population of 393,292 in 2017, it is the most populous city in Louisiana. A major port, New Orleans is considered an economic and commercial hub for the broader Gulf Coast region of the United States.
New Orleans is world-renowned for its distinct music, Creole cuisine, unique dialect, and its annual celebrations and festivals, most notably ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Manager jobs
$104,051 to $186,177
New Orleans, Louisiana area prices
were up 1.2% from a year ago
were up 1.2% from a year ago
What does an Investment Manager do?
Investment Manager in Casper, WY
For instance if you were working for a large US tech firm and as part of your remuneration package you receive share options it makes sense to give you less exposure to US tech companies within your investment portfolio.
December 29, 2019
Investment Manager in Miami, FL
Similarly, the investor will pay the same level of fees even when their portfolio underperforms, but they do keep more of the winnings when the manager outperforms.
December 09, 2019
Investment Manager in Colorado Springs, CO
Investment managers manage investment portfolios and operate under the government’s securities legislation.
October 08, 2019