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Portfolio Manager
3 weeks ago
EquiTrust Life Insurance Company West Des Moines, United StatesThe Portfolio Manager influences the delivery of product and technology programs at EquiTrust. This individual understands Portfolio Management, Agile best practices and has the ability to take complex problems and formulate compelling plans to drive solutions. The role requires ...
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Portfolio Manager
2 weeks ago
EquiTrust Life Insurance Company West Des Moines, United StatesThe Portfolio Manager influences the delivery of product and technology programs at EquiTrust. This individual understands Portfolio Management, Agile best practices and has the ability to take complex problems and formulate compelling plans to drive solutions. The role requires ...
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Portfolio Manager
4 weeks ago
EquiTrust Life Insurance Company West Des Moines, United StatesThe Portfolio Manager influences the delivery of product and technology programs at EquiTrust. This individual understands Portfolio Management, Agile best practices and has the ability to take complex problems and formulate compelling plans to drive solutions. The role requires ...
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Portfolio Manager
3 weeks ago
Brokers International Urbandale, United StatesLocation field must contain 'city, state' or a zip code to perform a radius search (e.g., · Denver, CO · or · City and state must be separated by a comma followed by a space (e.g., · Houston, TX ) · The Portfolio Manager works closely with the Chief Investment Officer and wit ...
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Portfolio Manager
3 weeks ago
Brokers International Urbandale, United StatesThe Portfolio Manager works closely with the Chief Investment Officer and with advisors to manage Retirement Ally investment accounts. Duties include day to day recommendations of portfolio changes and implementation of those changes for Brokers Financials' Retirement Ally progra ...
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Portfolio Manager
4 weeks ago
Insurance Administrative Solutions Urbandale, United StatesIntegrity · is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. · Integrity · is driven by a singular purpose: to h ...
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Portfolio Manager
2 weeks ago
Illinois Facilities Fund Des Moines, United StatesJob Type · Full-time · Description · Title: · Portfolio Manager · Employee Status: · Full-time · Salary: · Grade 4 · Starts at $70,600 | St. Louis · Starts at $63,600 | Kansas City · Reports to: · Managing Director - Portfolio Management · Department: · Capital Solu ...
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Stafffinders: Portfolio Manager
2 weeks ago
landsurveyorsunited - Jobboard Des Moines, United StatesThis post links directly to the Surveying Job post. Click to see the job post in a new Manager job in Glasgow City with Stafffinders. Apply Today.£30,000 to £40,000 per annum:Stafffinders:An exciting opportunity awaits you to take on a pivotal role as a Portfolio Manager with ou ...
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Portfolio Manager
4 weeks ago
EquiTrust Life Insurance Company West Des Moines, United StatesThe Portfolio Manager influences the delivery of product and technology programs at EquiTrust. This individual understands Portfolio Management, Agile best practices and has the ability to take complex problems and formulate compelling plans to drive solutions. The role requires ...
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Oncology Portfolio Manager
2 weeks ago
Amgen Des Moines, United StatesOncology Portfolio Manager - St. Louis, MO page is loaded · Oncology Portfolio Manager - St. Louis, MO · Apply · remote type · Field Worker · locations · US - Missouri - St. Louis · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · R · Care ...
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Portfolio Manager
3 weeks ago
EquiTrust Life Insurance Company West Des Moines, United StatesThe Portfolio Manager influences the delivery of product and technology programs at EquiTrust. This individual understands Portfolio Management, Agile best practices and has the ability to take complex problems and formulate compelling plans to drive solutions. The role requires ...
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Portfolio Manager
4 weeks ago
EquiTrust West Des Moines, United StatesThe Portfolio Manager influences the delivery of product and technology programs at EquiTrust. This individual understands Portfolio Management, Agile best practices and has the ability to take complex problems and formulate compelling plans to drive solutions. The role requires ...
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Stafffinders: Portfolio Manager
3 weeks ago
landsurveyorsunited - Jobboard Des Moines, United StatesThis post links directly to the Surveying Job post. Click to see the job post in a new tab. · Portfolio Manager job in Glasgow City with Stafffinders. Apply Today. · £30,000 to £40,000 per annum:Stafffinders:An exciting opportunity awaits you to take on a pivotal role as a Portfo ...
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Portfolio Manager Team Lead
2 weeks ago
MidWestOne Bank West Des Moines, United States Full timeOverview · At MidWestOne, our people are number one in everything we do. We are a community bank with a culture based on integrity and customer care. The people on our team are the foundation of our success. If you're ready to work for an organization that values you, develops y ...
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Portfolio Manager
2 weeks ago
Raccoon Valley Bank Iowa, United StatesFull Time · Grimes, Iowa · Posted on 4/23/2024SCOPE:The Portfolio Manager will assist and support the Commercial Lending Team with the day-to-day management of existing large customer portfolios in high growth markets, having a moderate degree of difficulty. Further, this posit ...
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Portfolio Manager
4 weeks ago
Raccoon Valley Bank Grimes, United States**[SCOPE:[The Portfolio Manager will assist and support the Commercial Lending Team with the day-to-day management of existing large customer portfolios in high growth markets, having a moderate degree of difficulty. Further, this position will be responsible for generating new b ...
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Portfolio Manager
3 weeks ago
Raccoon Valley Bank Grimes, United StatesJob Description · Job DescriptionDescription:SCOPE: · The Portfolio Manager will assist and support the Commercial Lending Team with the day-to-day management of existing large customer portfolios in high growth markets, having a moderate degree of difficulty. Further, this posit ...
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Manager, Investment Portfolio Analytics
2 weeks ago
Fidelity & Guaranty Life Insurance Company Des Moines, United StatesJob Description · Job DescriptionJob Summary · The Investment Data and Analytics Manager will be responsible for optimizing and supporting F&G's investment data and analytics platform. The role includes interaction with analytical models for analytics generation to support invest ...
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Oncology Portfolio Manager
1 week ago
Amgen Des Moines, United StatesOncology Portfolio Manager - St. Louis, MO page is loaded · Oncology Portfolio Manager - St. Louis, MO · Apply · remote type · Field Worker · locations · US - Missouri - St. Louis · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · R · Care ...
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Federal Home Loan Bank of Des Moines Des Moines, United StatesAt FHLB Des Moines, we work each day to develop an inclusive culture that supports and leverages the complexity of a diverse workforce. This enables us to effectively serve the needs of our members and help them succeed. · Independently execute daily borrowing, investing or hedg ...
Portfolio Manager - Urbandale, United States - Brokers International
Description
The Portfolio Manager works closely with the Chief Investment Officer and with advisors to manage Retirement Ally investment accounts. Duties include day to day recommendations of portfolio changes and implementation of those changes for Brokers Financials Retirement Ally program. This role will be responsible to monitor economic trends and market conditions to effectively position portfolios and maximize returns. The Portfolio Manager will also create reports on investment activity and performance to effectively communicate conditions and changes with advisors via marketing pieces and presentations in person or on-line.
Essential Job Functions, other duties assigned
+ Manage day to day investment policy for Brokers Financials Retirement Ally program. Responsible for portfolio changes do to changing economic and market conditions and implementing those changes across the model lineup. Duties include overall platform trading, reporting, and marketing pieces to support overall changes and performance to the advisors. The Portfolio Manager will also be a resource for advisors to explain market conditions and reasons for changes.
+ Create and maintain and investment scoring program for all Mutual Funds, ETFs, Individual Stock investments, Annuities, and Retirement Plans to assist in selecting the best investments possible for the product lineup.
+ Member of investment committee involved in the research and design of internal portfolio offerings, due diligence review for privately traded securities, and other new investment agreements. Duties include performing investment research encompassing all elements of investing (asset classes, asset allocation, returns, projections, etc.). Responsible for the preparation of materials and will assist with the overall decision to add products to our platform including but not limited to all new Alternative agreements, TAMPs, and MF/VA/VULs. Maintain knowledge of current market conditions and investment strategies to communicate effectively with Brokers Financial representatives.
+ Develop strong business relationships with the Investment Advisory Team, and members of the Compliance, Operations and Accounting teams ensure day to day decisions are in the best interest of the overall firm.
+ In this role you will design custom Retirement Ally portfolio solutions for advisors and their clients using asset allocation, portfolio construction, risk management and other related investment skills using illustration software from Riskalyze, Morningstar, or Advisory World.
Experience and Education
+ Must have prior Securities industry experience. At least 2 years working directly with a broker-dealer, RIA or insurance. Knowledge of multiple clearing firm platforms (TD Ameritrade, Schwab, and Pershing), and Access. Microsoft Office.
+ Bachelor's degree from four-year College and 2 -3 years related experience and/or training; or 4 to 5 years related experience and/or training; or equivalent combination of education and experience.
+ Series 65/66 and a CFA designation or working toward one.
Employee Benefits
Brokers International offers a comprehensive benefits package including PTO, paid holidays, medical, dental, retirement plan, Employee Ownership Program, employer paid short term disability, and more. We believe in a flexible work environment and have a hybrid work model for most positions. We also reward our employees hard work with profitability bonuses, a casual dress code, adjustable sit / stand desks, and free snacks, fruit and coffee. As an added bonus, we close every Friday at 3 p.m
Our Culture
At Brokers International, our thriving, positive workplace culture helps drive our workforce and encourages overall employee wellbeing. We strive for an environment of inclusion while celebrating the individual creative differences embodied by all of our employees. If you want to be part of an innovative team dedicated to helping financial professionals build stronger businesses through tailored product sales, marketing, compliance and operational support, look no further.
About Integrity
Integrity is one of the nations leading independent distributors of life, health and wealth insurance products with a data and technology focus. We are an omnichannel insurtech company innovating insurance with a singular purpose: to help people protect their life, health and wealth so they can make the most of what life brings. Headquartered in Dallas, Texas, Integrity is committed to making insurance simpler and more human, so everyone can plan for the good days ahead. Integritys 5,500 employees currently support over 420,000 independent agents who serve the needs of more than 2.2 million clients annually. For more information, visit
