Investment Portfolio Manager jobs in Mississippi

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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Portfolio Manager
  • Citizens National Bank of Mississippi
  • Meridian, MS FULL_TIME
  • Job Description
    Portfolio Manager

    Classification: Exempt

    Salary Grade: 6

    Reports to: Chief Trust & Investment Officer

    Date: March 31, 2023

    Summary/Objective

    The Portfolio Manager is responsible for tracking the performance and information related to individual securities, recommending changes to the Trust Buy List and performing quarterly portfolio reviews.

    Primary Functions

    • Manage approved list of securities: track performance and information concerning individual securities, recommend/make changes to trust security lists.
    • Perform quarterly allocation and performance reviews for portfolios.
    • Monitor performance and risk of “model”/ETF portfolios. Recommend changes to model portfolio allocations and security selection. Responsible for rebalancing models.
    • Review investments and recommended changes for retirement plans; prepare review materials for plan sponsors.
    • Manage investments for portfolios.
    • Execute trading of securities for portfolios.
    • Meet with clients and prospects to discuss investment choices and performance.
    • Prepare material for annual client reviews and track client goals where applicable. Responsible for administrative reviews.

    Secondary Functions

    • Create/provide information for high-touch Wealth Management clients.
    • Serve as administrator on trust accounts as assigned.

    Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Supervisory Responsibility

    None

    Work Environment

    This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines.

    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.

    While performing the duties of this job, the employee is regularly required to talk or hear. This is a largely sedentary role, requiring use of typical office equipment such as a computer and phone; however, occasional bending, stooping, and stretching may be required as well as the ability to lift up to 10 pounds. The employee frequently is required to use hands to finger, handle, or feel and reach with hands and arms. Specific vision abilities required by this job include close vision and ability to adjust focus.

    Position Type/Expected Hours of Work
    This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5 p.m. Work outside of this schedule may be required as job duties demand.

    Travel
    Minimal travel is expected for this position.

    Required Education and Experience

    • High School Graduate or GED and either Associate’s Degree or 4 years of related experience.
    • Strong verbal/written skills.
    • Effective time management and organizational skills.
    • Effective interpersonal skills.
    • Proficient in Excel and Microsoft Word.
    • Must be able to work alone or in a team environment.
    • Ability to manage confidential information.

    Preferred Education and Experience

    • Bachelor’s Degree or more than 5 years of related experience.
    • Three or more years of experience in accounting, trust administration and/or banking.
    • Power Point skills.

    AAP/EEO Statement
    Citizens National Bank is an equal employment opportunity employer and complies with all applicable laws and regulations regarding affirmative action and equal opportunity and does not illegally discriminate against anyone protected by law because of that person’s race, color, religion, sex, national origin, age, or the individual’s status as a veteran or a qualified disabled individual.

    Other Duties
    Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

  • 1 Month Ago

C
Portfolio Manager
  • Citizens National Bank
  • Meridian, MS FULL_TIME
  • Job Description Portfolio Manager Classification: Exempt Salary Grade: 6 Reports to: Chief Trust & Investment Officer Date: March 31, 2023 Summary/Objective The Portfolio Manager is responsible for tr...
  • 1 Month Ago

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Commercial Portfolio Manager 2
  • Hancock Whitney
  • Ridgeland, MS 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 t...
  • 12 Days Ago

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QIDP- Case Manager
  • Case Manager
  • Brookhaven, MS FULL_TIME,PART_TIME
  • POSITION PURPOSE: Responsible for the day-to-day delivery of individual support program services to assigned case load in accordance with Federal, State, and facility codes, regulations, guidelines an...
  • 9 Days Ago

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AE - Merchandising Team Leader (Assistant Manager) - US
  • Merchandising Team Leader (Assistant Manager) - US - American Eagle Outfitters Careers
  • United States, MS FULL_TIME
  • BE PART OF SOMETHING REAL YOUR ROLE As the full-time Merchandising Team Leader, you are the Store Team Leader's "go-to" in developing and implementing the Merchandising strategy for the store. Your pa...
  • 17 Days Ago

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Aerie - Merchandising Team Leader (Assistant Manager) - US
  • Merchandising Team Leader (Assistant Manager) - US - American Eagle Outfitters Careers
  • United States, MS FULL_TIME
  • BE PART OF SOMETHING REAL YOUR ROLE As the full-time Merchandising Team Leader, you are the Store Team Leader's "go-to" in developing and implementing the Merchandising strategy for the store. Your pa...
  • 17 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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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 - 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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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

Mississippi is bordered to the north by Tennessee, to the east by Alabama, to the south by Louisiana and a narrow coast on the Gulf of Mexico; and to the west, across the Mississippi River, by Louisiana and Arkansas. In addition to its namesake, major rivers in Mississippi include the Big Black River, the Pearl River, the Yazoo River, the Pascagoula River, and the Tombigbee River. Major lakes include Ross Barnett Reservoir, Arkabutla Lake, Sardis Lake, and Grenada Lake with the largest lake being Sardis Lake. Mississippi is entirely composed of lowlands, the highest point being Woodall Mountai...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager jobs
$107,606 to $160,892