Investment Portfolio Manager jobs in Louisiana

Investment Portfolio Manager manages the company'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 Portfolio Manager studies and monitors investment performance and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Portfolio Manager typically reports to a head of a unit/department. The Investment Portfolio Manager contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Portfolio Manager typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)

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Investment Portfolio Specialist
  • HB001 Hancock Whitney Bank
  • Orleans, LA FULL_TIME
  • Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account. JOB FUNCTION / SUMMARY: The Investment Portfolio Specialist provides portfolio support to all lines of Wealth Asset Management by engaging in asset management functionalities, such as, strategy implementation, trading, performance reporting, marketing and compliance. ESSENTIAL DUTIES & RESPONSIBILITIES: Works directly with the asset allocation and manufacturing teams to implement investment strategy decisions across multiple LOBs. Works directly with Senior Portfolio Managers to invest client accounts according to risk tolerance and investment strategy. Provides portfolio support by deciding which securities to buy and sell to fulfill requests, such as withdrawals, contributions, or tax harvesting. Develops a basic knowledge of and utilize software programs such as, Morningstar Direct, Factset, or Bloomberg, to analyze portfolios through attribution or performance analysis. Populates and maintain databases with firm and strategy level updates for asset retention and new business development. Works directly with equity and fixed income traders for trade entry, execution and reporting. Provides data to various LOB’s for client retention and new business development. Works directly with Trust Compliance and Portfolio Managers to monitor and correct account exceptions Other duties and special projects as assigned by Senior Management may include but proxy voting, corporate actions, vendor management liaison, soft dollar and broker dealer analysis. SUPERVISORY RESPONSIBILITIES: None. MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE: Bachelor's Degree preferably in Finance, Economics, or other related field or equivalent combination of experience and training required. 1 year related experience and/or training or equivalent combination of education and experience. Ability to write reports, business correspondence and procedure manuals. Requires an understanding of banking and investment regulations. Requires an understanding of trusts and investment products and markets. Demonstrated ability to think critically and problem solve. Excellent writing, communication, and interpersonal skills. Basic knowledge of and exposure to the investment industry and investment concepts. Basic knowledge of Microsoft Office Applications, including Excel, and Power Point. ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS: Ability to work under stress and meet deadlines. Results-oriented and has a high degree of accountability, commitment and responsibility. Ability to operate related equipment to perform the essential job functions. Ability to travel if required to perform the essential job functions. Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement. Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws. When you choose a career with Hancock Whitney (Nasdaq: HWC), we pledge a heartfelt promise: You can grow. You have a voice. You are important. You also share in a rich regional heritage and embrace core values—timeless ideals vital to our culture since the 1800s—that inspire how we serve clients, communities, and each other: Honor & Integrity, Strength & Stability, Commitment to Service, Teamwork, and Personal Responsibility. A fast-growing organization consistently rated among America’s strongest, safest financial services institutions, our company is based in Gulfport, Mississippi. Our bank and subsidiaries provide contemporary, comprehensive consumer, commercial, and wealth financial products and services at regional headquarters and 200-plus financial centers across a vibrant Southeast corridor including Alabama, Florida, Louisiana, Mississippi, Tennessee, and Texas. Each day, our nearly 4,000 associates carry on a mission to help people achieve their financial goals and dreams. We come to work to create opportunities for the people we serve in the communities we call home. Together, we continue building a company solidly focused on being better, going beyond, and doing more to secure success for the people and businesses depending on us. Let our legacy lead to your future. Apply now. Learn more at hancockwhitney.com/ourstory
  • 20 Days Ago

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General Manager
  • Aayan Investment LLC
  • Sulphur, LA FULL_TIME
  • General ManagerDirect and coordinate sales and distribution, formulate policies, staffing, purchasing, sales and promotion activities, operational records, security measures and procedural changes. 2 ...
  • 23 Days Ago

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Assistant Property Manager
  • Clear Investment Group
  • Shreveport, LA FULL_TIME
  • OverviewLifestyle Apartments at Shreveport is seeking an Assistant Property Manager to support daily operations of our building complex. This person will be a vital part of the team looking to stabili...
  • 25 Days Ago

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Apartment Maintenance Manager
  • Monarch Investment and Management Group
  • Baton Rouge, LA FULL_TIME
  • Description (Must have a valid drivers license and be EPA certified for this role) Maintenance professionals, there are tons of maintenance jobs out there but why just settle for a job when you can gr...
  • 1 Month Ago

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Bilingual Apartment Property Manager
  • Monarch Investment and Management Group
  • Baton Rouge, LA FULL_TIME
  • Description Looking for a property management company that supports you, values you and wants you to SUCCEED? APPLY and join Monarch Management. We're the company that treats our employees like people...
  • 1 Month Ago

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Assistant Property Manager - Multifamily Apartments
  • Monarch Investment and Management Group
  • Baton Rouge, LA FULL_TIME
  • Description (Experience in multifamily required to be considered) Be excited to come to work and join our TOP 10 company to be the new Assistant Property Manager at 21 South at Parkview Apartments! (D...
  • 5 Days Ago

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Portfolio Analyst
  • LanceSoft, Inc.
  • Radford, VA
  • Title: Portfolio Analyst DURATION: Multi-year LOCATION: Ft. Belvoir, VA - on-site local only - no T&E Description: Posit...
  • 3/27/2024 12:00:00 AM

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Financial Advisor/Wealth Manager - Jacksonville, FL
  • Florida Financial Advisors
  • Jacksonville, FL
  • Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own....
  • 3/27/2024 12:00:00 AM

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Financial Advisor/Wealth Manager - Orlando, FL
  • Florida Financial Advisors
  • Orlando, FL
  • Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own....
  • 3/26/2024 12:00:00 AM

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Senior Financial Advisor
  • Baystate Financial
  • Marshfield, MA
  • Job description Elevating your Practice with Baystate Financial! Job description: Looking to elevate your practice? Bays...
  • 3/26/2024 12:00:00 AM

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Financial Advisor/Wealth Manager - Tampa, FL
  • Florida Financial Advisors
  • Tampa, FL
  • Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own....
  • 3/26/2024 12:00:00 AM

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Senior Financial Analyst
  • Craft Recruiting
  • Bethlehem, PA
  • We are a manufacturer of electronics with over $1 billion in revenue and operations in Pennsylvania, Massachusetts, Texa...
  • 3/25/2024 12:00:00 AM

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Investment Analyst
  • QUAD, a SolomonEdwards Company
  • King of Prussia, PA
  • Investment Analyst Our established, very successful and growing financial services client in the King of Prussia, PA are...
  • 3/24/2024 12:00:00 AM

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Front Office Hedge Fund Recruiter - Recruitment Agency Client of Talent Focus (New York City)
  • Talent Focus Executive Search and Consulting
  • New York, NY
  • Our client is a global financial services recruitment agency that requires a high calibre recruiter, to join their Hedge...
  • 3/24/2024 12:00:00 AM

Louisiana is bordered to the west by Texas; to the north by Arkansas; to the east by Mississippi; and to the south by the Gulf of Mexico. The state may properly be divided into two parts, the uplands of the north, and the alluvial along the coast. The alluvial region includes low swamp lands, coastal marshlands and beaches, and barrier islands that cover about 20,000 square miles (52,000 km2). This area lies principally along the Gulf of Mexico and the Mississippi River, which traverses the state from north to south for a distance of about 600 mi (970 km)) and empties into the Gulf of Mexico; ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager jobs
$114,725 to $171,536