Portfolio Manager jobs in Kansas
The Portfolio Manager reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Being a Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Portfolio Manager may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Portfolio Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Portfolio Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Recently Added Portfolio Manager jobs
Commercial Portfolio Manager
- Equity Bank
-
Wichita, KS
FULL_TIME
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Position: Commercial Portfolio ManagerDepartment: Wichita LoansLocation: Wichita, KSStats: Full-Time/SalaryJump start your career at Equity Bank! We are currently hiring energetic, team oriented, and community focused individuals to join our team! With a team of best-in-class customer service experts, you'll help to build and expand on client relationships, deliver the banking products and services that meet the unique and individual needs of clients, and create and uphold an atmosphere of superior experience and service. At Equity Bank we’ll help you invest in your community through volunteer opportunities which align with our company initiatives and core values.Summary: The Commercial Portfolio Manager (CPM) is responsible for the administrative management of the specific assigned lending relationships of commercial loans. The CPM will act as a resource to the Commercial Loan Officer for his/her accounts. The administrative management of the account includes ensuring that compliance and covenant information is up to date and complete within credit files and that there is active communication with the borrower to obtain such information. In addition, the CPM will assist in performing underwriting analysis of new or renewed credits, including the preparation of credit approval packets.Responsibilities and ExpectationsPrimary Responsibilities:
- Focus daily activities on ensuring information and credit files of all assigned borrowers are current and there is active communication with borrowers.
- Maintain follow up with existing clients to ensure that the bank has timely and accurate financial information for purposes of loan monitoring and updating loan files.
- Assists in preparing and underwriting credit approval packets including new request, renewals and annual reviews within assigned portfolio.
- Works closely with the Credit Department to ensure all assigned loan requests are processed in a timely manner.
- Present Annual Reviews of assigned credits to Loan Committee.
- Reviews loan documentation to ensure documents accurately reflect credit approval terms, perfect the bank’s security position and protect the bank’s rights and remedies.
- Schedule and conduct timely site visits and inspections of collateral.
- Assist in facilitating the closing of transactions.
- Assist Commercial Lenders in managing past due and maturing loans.
- Attends and participates in team meetings and required community/business related events.
- Assist Commercial Lenders to ensure customers are being serviced as needed.
- Perform other duties as assigned or required.
Secondary Responsibilities- Assists with developing and strengthening existing commercial banking relationships through scheduled customer touches.
- Assists with researching, preparation and execution of customer calls.
- Assists with developing new sources of revenue within the existing portfolio by maintaining knowledge of commercial banking products and services and exploring cross selling opportunities.
- Provide back up support for loan assistants from time to time.
- The employee is responsible for understanding and following the applicable laws and regulations for their job responsibilities including, but not limited, to the Equity Bank Business Ethic and Conduct policy, the Bank Secrecy Act, Information Security policies and procedures, and Suspicious Activity reporting requirements.
Required Skills & Education- Bachelor’s Degree in Accounting, Finance or related field (required)
- 3 years credit analysis experience (required)
- Previous experience in a portfolio management role (preferred)
The above statements are intended to generally describe the nature and level of work to be performed by most people assigned to this job. It is not intended as an exhaustive list of all responsibilities, duties, and requirements.Who we areEquity Bank, a full-service, $5 billion community bank, is based in Wichita, Kansas, with 70 bank offices throughout Kansas, Missouri, Arkansas, and Oklahoma.
At Equity Bank, you can find exciting opportunities to challenge you, expand your skills, and reward your contributions. Our employees receive competitive compensation and benefits, while working in an atmosphere that encourages personal and professional growth. We’re searching for motivated individuals who are passionate about serving others, learning new technologies, and working as part of a team.
Equity Bank offers a full range of financial solutions, including online and mobile banking, commercial loans, consumer banking, and mortgage loans, treasury management service, the best solutions for your business, and absolutely zero ATM fees, anywhere.What’s in it for you?We believe your benefits are an important part of your overall compensation package. We work year-round to ensure that we provide our employees with the most up-to-date, competitive program. We thoroughly evaluate our benefit plans and strive to provide quality benefits that support the physical and financial well-being of our employees and their families.Benefits Available:- Health, Dental & Vision Insurance
- Group Life & Long-Term Disability Insurance
- Flexible Spending & Health Savings Accounts
- Group Cancer Insurance
- 401(K) Retirement Plan w/ Company Match
- Generous Vacation & Sick Time
- Employee Stock Purchase Plan (ESPP)
- Pet Insurance
- Retail Banking Benefits
Find your future at Equity Bank!Physical RequirementsThis position requires standing, walking, bending, and squatting on a regular basis. May require the ability to stoop, kneel, crouch or reach with hands and arms. Requires the ability to carry, lift, move or push up to 10 pounds on an occasional basis. Must be able to talk and listen to others. Frequently uses hands and fingers to handle or feel. Requires ability to see up close and distant, distinguish colors, peripheral vision, depth perception and the ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Work EnvironmentThis position regularly works in an office setting. Most of the job duties require the employee to be working with computers and electronic media on a regular basis.Equity Bank is an equal opportunity employer and will not make employment decisions based on an applicant’s race or skin color, national origin or ethnicity, religious beliefs, age, sex, physical or mental ability. - 15 Days Ago
Portfolio Manager III
- Sunflower Bank NA
-
Overland Park, KS
FULL_TIME
- DescriptionSunflower Bank, N.A. is looking for an experienced Portfolio Manager III to join our team in Overland Park, KS! The Portfolio Manager is responsible for gathering, analyzing and interpretin...
- 5 Days Ago
Oncology Portfolio Manager - Kansas
- Amgen
-
Kansas, KS
FULL_TIME
- Geography: Kansas City, DenverHOW MIGHT YOU DEFY IMAGINATION?If you feel like you’re part of something bigger, it’s because you are. At Amgen, our shared mission—to serve patients—drives all that we d...
- 7 Days Ago
MARKETING AND PRODUCT PORTFOLIO MANAGER
- Fuller Industries Inc
-
Great Bend, KS
FULL_TIME
- This is an on-site position. Marketing and Product Portfolio Manager Job Description Summary: In this role, you will lead and manage the marketing strategy, support the on-boarding of new clients, and...
- 1 Month Ago
MARKETING AND PRODUCT PORTFOLIO MANAGER
- FULLER INDUSTRIES INC
-
Great Bend, KS
OTHER
- Job Details Level: Experienced Job Location: KS - Great Bend, KS Position Type: Full Time Salary Range: Undisclosed Job Shift: Day DescriptionThis is an on-site position. Marketing and Product Portfol...
- 1 Month Ago
Excecutive Director - Business Solutions Membership
- Trivest Portfolio Partners
-
Lenexa, KS
FULL_TIME
- More Floods is hiring a General Manager for a Full-Time position in Lenexa, KS. Relocation is available. More Floods is searching for a growth-oriented General Manager who will provide overall leaders...
- 1 Month Ago
Portfolio Manager jobs at Popular Companies
Portfolio Manager
- Gaetani Real Estate
-
San Francisco, CA
- JOB TITLE: Portfolio Manager DEPARTMENT: Property Management REPORTS TO: Director of Operations Company Background: Gaet...
- 4/19/2024 12:00:00 AM
Portfolio Manager
- Durlston Partners
-
- Job Description: Durlston Partners is currently recruiting on behalf of a prestigious hedge fund client for a talented a...
- 4/18/2024 12:00:00 AM
Portfolio Manager
- Durlston Partners
-
- Job Description: Durlston Partners is excited to partner with a leading hedge fund to recruit an Interest Rate Volatilit...
- 4/18/2024 12:00:00 AM
Portfolio Manager
- Leeds Professional Resources
-
Miami, FL
- We are seeking a portfolio manager with their series 7 to join our client's team. This role requires fluency in English ...
- 4/17/2024 12:00:00 AM
Portfolio Manager
- Leeds Professional Resources
-
Miami, FL
- We are seeking a portfolio manager with their series 7 to join our client's team. This role requires fluency in English ...
- 4/16/2024 12:00:00 AM
Portfolio Manager
- Us Tech Solutions
-
Woonsocket, RI
- Duration: 4 months contract Job Description: Process, Portfolio & Delivery Management (PPDM) is responsible for building...
- 4/16/2024 12:00:00 AM
Portfolio Manager
- JCW
-
New Canaan, CT
- We have partnered with an exciting, fast-growing commercial bank to find a Portfolio Manager to join their team. This po...
- 4/15/2024 12:00:00 AM
Portfolio Manager
- Lakeside Bank
-
Chicago, IL
- Job Description Job Description Portfolio Manager-Lakeside Bank South Loop Reports to: EVP & Chief Lending Officer Hours...
- 4/15/2024 12:00:00 AM
About Kansas
Kansas /ˈkænzəs/ (listen) is a U.S. state in the Midwestern United States. Its capital is Topeka and its largest city is Wichita, with its most populated county being Johnson County. Kansas is bordered by Nebraska on the north; Missouri on the east; Oklahoma on the south; and Colorado on the west. Kansas is named after the Kansa Native American tribe, which inhabited the area. The tribe's name (natively kką:ze) is often said to mean "people of the (south) wind" although this was probably not the term's original meaning. For thousands of years, what is now Kansas was home to numerous and divers...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$109,402 to $151,642