Jobs
>
Dallas

    Wealth Management Portfolio Manager - Dallas, United States - Sunflower Bank, N.A.

    Sunflower Bank, N.A.
    Sunflower Bank, N.A. Dallas, United States

    2 weeks ago

    Default job background
    Description
    Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of Wealth Management Portfolio Manager inone of our Sunflower Bank locations in Dallas, Colorado, or Scottsdale

    The Ideal Candidate Will:
    • Have exceptional interpersonal, organizational and time management skills.
    • Act with a high degree of integrity and ethics.
    • Have strong analytical skills and the ability to think strategically.
    • Have a passion for factor-based investing and utilizing optimizations at the model and portfolio level.
    • Be self-motivated, able to contribute with minimal supervision.
    • Have a sense of urgency with strong attention to detail.
    The Wealth Management Portfolio Manager will sit on the Investment Committee and contribute to the oversight of the bank's investment platform. This individual is responsible for supporting the creation and maintenance of the bank's investment models, as well as account rebalancing and trade execution. Additionally, the Portfolio Manager will research securities and products utilized by the Firm in managing client assets. The position also develops insightful investment analysis and content designed to inform key internal and external stakeholders about Sunflower Wealth Management's investment capabilities.

    Primary Responsibilities
    • Undertake in-depth due diligence on investment products and securities in the management of investment models and client portfolios.
    • Conduct detailed portfolio analysis and model construction.
    • Participate in the composition of monthly/quarterly investment commentary development to support external communication needs.
    • Responsible for rebalancing and trade execution using a tax-managed approach.
    • Provide ongoing monitoring of portfolios to maintain their compliance with the assigned objective and model per clients' Investment Policy Statement
    • Maintain a thorough understanding of market conditions and global economic outlook with respect to models, portfolios, and trading.
    • Support the Director of Portfolio Management with ongoing market commentary and collateral.
    • Support Wealth Advisors in developing new business by providing in-depth portfolio analysis and communicating the investment team's value proposition to prospective clients.
    • Assist the Relationship Management team with client meeting preparation and presentation.
    • Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.
    • Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines.
    • Understand and participate in the Bank's Community Reinvestment Act program.
    Education / Experience
    • Minimum of 5 years in Portfolio Management or related roles.
    • Bachelor's degree required; CFA designation highly preferred.
    • Knowledge of investment concepts, strategies, styles, and analytical methodologies from the total portfolio and individual security perspectives
    • Ability to synthesize and present to a range of constituents.
    • Experience using Portfolio Analytics in Bloomberg or FactSet in addition to executing trades in client accounts.
    • Familiarity with tax overlay trading strategies as well as account performance reporting preferred.
    • Must be bondable.
    Working Conditions

    Sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time.

    Sunflower Bank Benefits employees enjoy outstanding benefits, including:
    • 401(k) Plan with 6% Match
    • Health/Dental/Vision Insurance
    • Company-paid Life Insurance
    • Tuition Reimbursement
    • Fitness Reimbursement
    • Paid Time Off
    • Volunteer Leave
    • Paid Holidays
    • Plus many more employee perks & incentives
    People choose to "bank" with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives and we know that starts with our team. You've never worked anyplace like Sunflower Bank

    EOE/AA: Minorities/Females/Disabled/Vets

    Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.
  • East West Bank

    Portfolio Manager

    1 week ago

    East West Bank Dallas, United States

    Introduction: · Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and commun ...

  • THIRD COAST BANK

    Portfolio Manager

    1 week ago

    THIRD COAST BANK Dallas, United States

    Job Description · Job DescriptionPosition Summary: · Responsible for managing larger and more complex middle market and corporate credits. Ensures the portfolio achieves soundness, profitability, and growth objectives. Provides credit and sales support to Corporate Banking. · Ski ...

  • Worth Ross Management Co Inc

    Portfolio Manager

    1 week ago

    Worth Ross Management Co Inc Dallas, United States

    Job Description · Job DescriptionThe WRMC Portfolio Manager is a hands-on leadership position responsible for an assigned book of business and is responsible for operational, administrative, financial, human resources, maintenance, and security functions of one or more communitie ...

  • Associa

    Portfolio Manager/ HOA

    1 week ago

    Associa Dallas, United States

    A Portfolio Manager I is responsible for providing the overall supervision of a community association. The Portfolio Manager I interacts with internal and external customers including homeowners, vendors, board members and committee members, as well as Associa staff. · Duties in ...

  • Analytic Recruiting

    MBS Portfolio Manager

    1 day ago

    Analytic Recruiting Dallas, United States

    Portfolio and Hedging Manager · Financial Institution in Dallas, Texas seeks a Portfolio Manager responsible for assisting in the management of investment securities portfolio and in the execution of derivatives hedging strategy. · 2 days office based / 3 days remote. · Salary: ...

  • TopShelf Talent Group

    Portfolio Asset Manager

    6 days ago

    TopShelf Talent Group Dallas, United States

    Our client is a residential lender that is located in Dallas, TX. They are currently seeking a strong Portfolio Asset Manager to join their team. They can offer a strong comp package and benefits. There will be an opportunity to work remotely 1-2 days per week, as well · Job Summ ...

  • The Hagen Ricci Group

    Associate Portfolio Manager

    1 week ago

    The Hagen Ricci Group Dallas, United States

    Job Description · Our clients Portfolio Management team is seeking an associate portfolio manager to contribute to the continued growth and success of our residential loan and securities business. We opportunistically invests in U.S. residential whole loans and securities. The ca ...

  • Analytic Recruiting

    MBS Portfolio Manager

    1 week ago

    Analytic Recruiting Dallas, United States

    A mid-sized financial Institution in Dallas is seeking a MBS Portfolio & Hedging Manager to be responsible for assisting in the management of investment securities portfolio and in the execution of derivatives hedging strategy. The position works closely with Asset/Liability mana ...

  • TopShelf Talent Group

    Portfolio Asset Manager

    1 week ago

    TopShelf Talent Group Dallas, United States

    Our client is a residential lender that is located in Dallas, TX. They are currently seeking a strong Portfolio Asset Manager to join their team. They can offer a strong comp package and benefits. There will be an opportunity to work remotely 1-2 days per week, as well · Job Sum ...

  • Texas Capital Bank

    Sr Portfolio Manager

    1 week ago

    Texas Capital Bank Dallas, United States

    Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. · Whil ...

  • Dtcc

    Tribe Portfolio Manager

    2 weeks ago

    Dtcc Dallas, United States

    Are you ready to make an impact at DTCC? · Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committe ...

  • Sixth Street Inc

    Portfolio Accounting Manager

    2 weeks ago

    Sixth Street Inc Dallas, United States

    The Role · Sixth Street has an immediate opening for a bright, hard-working individual to join our Portfolio Accounting team in Dallas. The Portfolio Accounting team is focused on supporting investing and accounting activities across our private equity, hybrid, and liquid credit ...

  • Dtcc

    Tribe Portfolio Manager

    1 week ago

    Dtcc Dallas, United States

    Are you ready to make an impact at DTCC? · In order to make an application, simply read through the following job description and make sure to attach relevant documents. · Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive in ...

  • BankFinancial

    Portfolio Operations Manager

    3 days ago

    BankFinancial Dallas, United States

    Job Description · Job DescriptionSummary: This position manages an existing and new portfolio of Commercial Finance Factoring and Asset Based Lending (ABL) clients as well as manages the day-to-day operations for these clients. This position requires proficiency in most areas of ...

  • Sixth Street Inc

    Portfolio Accounting Manager

    1 week ago

    Sixth Street Inc Dallas, United States Full time

    The Role · Sixth Street has an immediate opening for a bright, hard-working individual to join our Portfolio Accounting team in Dallas. The Portfolio Accounting team is focused on supporting investing and accounting activities across our private equity, hybrid, and liquid credit ...

  • Sunflower Bank, N.A.

    Wealth Management Portfolio Manager

    1 week ago

    Sunflower Bank, N.A. Dallas, United States

    Sunflower Bank, N.A. · is looking for an energetic, highly motivated individual to fill the position of · Wealth Management Portfolio Manager · inone of our Sunflower Bank locations in · Dallas, Colorado, or Scottsdale · The Ideal Candidate Will: · Have exceptional interpers ...

  • BOK Financial

    Energy Portfolio Manager

    3 days ago

    BOK Financial Dallas, United States

    Req ID: · 74778 · Location: Dallas -DAL, Fort Worth -FTWT · Areas of Interest: Commercial Banking, Energy · Pay Transparency Salary Range: Not Available · Application Deadline: 04/07/2024 · BOK Financial, · Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BO ...

  • BOK Financial

    Energy Portfolio Manager

    1 week ago

    BOK Financial Dallas, United States

    Req ID:74778 · Location: Dallas -DAL, Fort Worth -FTWT · Areas of Interest: Commercial Banking, Energy · Pay Transparency Salary Range: Not Available · Application Deadline: 05/30/2024 · BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is ...

  • BOK Financial

    Energy Portfolio Manager

    2 weeks ago

    BOK Financial Dallas, TX, United States

    Commercial Banking, Energy · Application Deadline: 04/29/2024 · BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennes ...

  • MetLife

    Associate - Portfolio Management

    1 week ago

    MetLife Dallas, United States Full time

    Description and Requirements · Role Value Proposition : · MetLife Investment Management is a premier asset manager with breadth across various asset sectors and global markets, and strong asset-liability management capabilities. With a $500 billion combined domestic and interna ...