Investment Portfolio Manager jobs in Springfield, MO

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
  • Cadence Bank
  • Springfield, MO FULL_TIME
  • Description

    What the Role Is

    The Portfolio Manager has a primary responsibility to underwrite, structure, document and monitor a portfolio of commercial loans, either assigned directly or under the supervision of the Relationship Manager(s) and in partnership with credit, appraisal and loan operations department, credit administration and lending administration. They also act as an extension of the relationship team and shares the responsibility for developing team solutions for credit, deposit and non-credit products/services.

    Principal Duties and Responsibilities:

    • Works with the Relationship Manager(s) to attract and expand commercial banking relationships and will participate in joint business development calls or make independent customer contact as needed.
    • Works with the Relationship Manager(s) on loan origination and renewal functions which will include gathering financial information and working with the Credit Department and Analyst to prepare financial analysis, loan application and officer credit memo. Will also work with the relationship team on doing annual relationship reviews and financial analysis.
    • Provides support to the Relationship Manager on loan structure, loan covenants and loan pricing, while maintaining compliance with the commercial loan policy and regulatory requirements.
    • Participates in loan presentations for approval.
    • Assists with drafting client presentations, proposals, term sheets and commitment letters.
    • Ensures loan documentation is complete and accurate, that it complies with bank policy and regulations and that it complies with the loan approval document.
    • Working with the relationship team and as appropriate, coordinating closings with outside legal counsel, title company and other vendors.
    • Coordinates the onboarding and maintenance of loan information on the Loan Origination System and the Bank's imaging system.
    • Monitors loan status (future maturities, past dues, exceptions and ticklers), borrowing base compliance and loan agreement compliance. As appropriate, may handle troubled loans or refer to special assets departments.
    • Evaluates exceptions and documentation required to clear; collaborates with Relationship Manager(s) and loan operations to satisfy and remove.
    • Identifies opportunities for other credit, deposit and non-credit solutions.

    Job Specifications:

    • Bachelor's degree in Business, Finance, Accounting or a related field.
    • A minimum of 2 years experience in a financial institution. Credit analysis and commercial banking, preferred. Education experience, through in-house training sessions, formal school or financial industry related curriculum, preferred.
    • Possesses knowledge of commercial loan processing and documentation and have a basic knowledge of banking regulations and policies.
    • Has advanced knowledge of computer operations, mainframe systems and Google and Microsoft Office software.
    • Has the ability to read, analyze and interpret tax returns, financial statements, general business periodicals, professional journals and technical procedures.
    • Ability to handle complex issues and problems under minimal supervision, and refers only the most complex issues to higher-level staff. Must possess analytical thinking skills and be detailed oriented.
    • Must be a self-starter, have the ability to meet deadlines and to multi-task under pressure.
    • Excellent communication and customer relationship skills, both written and orally.
    • Must have a desire to thrive in a fast-paced and team-focused environment.

    Disclaimer

    The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

    Qualifications

    Education
    Bachelors (required)


    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

    We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws.

     

  • 8 Days Ago

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Assistant Hotel General Manager
  • Beers Investment Group,
  • Henderson, AR FULL_TIME
  • Reports To: General Manager Job Description Summary: Responsible for assisting with the overall success of the hotel, meeting and exceeding planned objectives for revenue and profit, and ensuring gues...
  • 6 Days Ago

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Property Manager - Full Time
  • Moline Investment Management LLC
  • Springfield, MO FULL_TIME
  • Moline Investment Management [MIM] | Moline Management, LLC is one of the most active multifamily property managers in the Midwest. We’re seeking Full Time Apartment Managers to oversee the successful...
  • 16 Days Ago

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Manager
  • Subway Manager
  • California, MO FULL_TIME
  • Responsibilities: Monitor and manage the business. Calculate and ensure the accuracy of financial records. Manage and supervise workers. Be able to make labor and food cost,schedule work hours,weekly ...
  • 1 Month Ago

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Consulting - Portfolio Manager - Wealth Advisors
  • FORVIS
  • Springfield, MO FULL_TIME
  • General information Name Consulting - Portfolio Manager - Wealth Advisors Posting Title Portfolio Manager Ref # 2231972 Date Published Wednesday, March 6, 2024 City Springfield State Missouri Country ...
  • 15 Days Ago

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FARM MANAGER – GAME – FM1499
  • Farm Manager SA
  • River, IN OTHER
  • Limpopo River Area – Limpopo: Our client is looking for a Farm Manager- Game to join the team. Only candidates with the relevant experience will be considered. MINIMUM REQUIREMENTS Agricultural Diplom...
  • 3 Days Ago

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0 Investment Portfolio Manager jobs found in Springfield, MO area

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Senior Portfolio Manager- Trust
  • EDWARD JONES
  • Springfield, MO
  • Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people c...
  • 3/28/2024 12:00:00 AM

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Pricing Specialist Mutual Fund Valuation
  • EDWARD JONES
  • Springfield, MO
  • Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people c...
  • 3/28/2024 12:00:00 AM

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Financial Services Professional
  • Bankers Life
  • Springfield, MO
  • Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
  • 3/28/2024 12:00:00 AM

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Associate Financial Representative
  • Modern Woodmen of America
  • Springfield, MO
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 3/28/2024 12:00:00 AM

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Financial Representative Trainee - Springfield, MO
  • Mutual of Omaha
  • Springfield, MO
  • Financial Representative Trainee - Springfield, MO Location: Missouri Work Type: Full Time Regular Job No: 502872 Catego...
  • 3/27/2024 12:00:00 AM

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Financial Aid Coordinator & Advisor
  • Drury University
  • Springfield, MO
  • Job Description Job Description Job Title: Financial Aid Coordinator and Advisor Schedule: Regular, FT, 12m, hours may v...
  • 3/27/2024 12:00:00 AM

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Senior Portfolio Consultant
  • EDWARD JONES
  • Springfield, MO
  • Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people c...
  • 3/26/2024 12:00:00 AM

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Unique Assets Team Leader Trust Services
  • EDWARD JONES
  • Springfield, MO
  • Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people c...
  • 3/25/2024 12:00:00 AM

Springfield is the third-largest city in the state of Missouri and the county seat of Greene County. As of the 2010 census, its population was 159,498. As of 2017, the Census Bureau estimated its population at 167,376. It is the principal city of the Springfield metropolitan area, which has a population of 462,369 and includes the counties of Christian, Dallas, Greene, Polk, Webster. Springfield's nickname is "Queen City of the Ozarks" and it is known as the "Birthplace of Route 66". It is home to three universities, Missouri State University, Drury University, and Evangel University. Springf...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager jobs
$112,794 to $168,649
Springfield, Missouri area prices
were up 1.3% from a year ago