Investment Portfolio Manager jobs in Rochester, NY
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)
Recently Added Investment Portfolio Manager jobs
Operations Senior Manager - Asset Movement, Wealth and Investment Management
- D13 Wells Fargo Clearing Services, LLC
-
F & L Buildings, MO
FULL_TIME
- At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. About this role: Wells Fargo Wealth and Investment Management (WIM) Operations is seeking an Operations Senior Manager to lead the brokerage Asset Movement team. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role, you will: Manage and develop teams of individual contributors and managers in roles with moderate work complexity and risk in the Operations functional area Work with more experienced management to develop and execute business strategies Identify and recommend opportunities for process improvement and risk control development within the Operations functional area Develop and implement business unit strategies Provide expertise for technical, operational and processing functions related to business unit Determine appropriate strategy and actions of Operation management functional team to meet moderate to high risk deliverables Interpret and develop policies and procedures for functions with moderate complexity within scope of responsibility across business lines or functional areas Collaborate and influence all levels of professionals including more experienced managers Lead team to achieve objectives Engage and influence stakeholders, internal partners and peers associated with the function or affected by its outcomes Manage allocation of people and financial resources for Operations Develop and guide a culture of talent development to meet business objectives and strategy Required Qualifications: 6 years of Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 3 years of management experience Successfully completed FINRA Series 7, 9, and 10 exams to qualify for immediate registration (or FINRA recognized equivalents) Desired Qualifications: 3 years of experience with broker-dealer transactions or comprehensive review 3 years of financial services experience Solid budget and financial management skills, including resource management Excellent verbal and written communication skills Ability to effectively interact with all levels of the organization Ability to meet stringent deadlines Strong analytical skills with a high attention to detail and accuracy Ability to proactively identify and execute actions to improve business processes Ability to develop innovative approaches to complex business issues with the ability to clearly express ideas and concepts to associates and other stakeholders Ability to develop and utilize key measurements to provide oversight of effective business process execution Ability to assess complex situations and act quickly to resolve Job Expectations: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position Successfully completed FINRA Series 7, 9, and 10 exams to qualify for immediate registration (or FINRA recognized equivalents) We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation, and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. This position is not eligible for Visa sponsorship. Posting End Date: 4 Mar 2024 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets, proudly serves one in three U.S. households and more than 10% of small businesses in the U.S., and is a leading middle market banking provider in the U.S. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 47 on Fortune’s 2023 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com LinkedIn: https://www.linkedin.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions.
- 2 Months Ago
Civil Engineer - Project Engineer / Manager
- Project Engineer / Manager - LaBella Associates
-
Rochester, NY
FULL_TIME
- We are in search of a capable candidate to play a key role in a broad spectrum of projects, encompassing everything from large utility infrastructure projects and athletic fields to land development w...
- 18 Days Ago
Relationship Manager Commercial Banking
- ESL which includes ESL Federal Credit Union, ESL Investment Services, LLC, & ESL Trust Services, LLC
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Rochester, NY
FULL_TIME
- Hours: 40 Schedule: This position is hybrid and remote eligible for up to 40% of the time. The office location for this position is at ESL Corporate Headquarters in Rochester, NY. Hours are Monday - F...
- 25 Days Ago
Program Manager - Generational Wealth
- ESL which includes ESL Federal Credit Union, ESL Investment Services, LLC, & ESL Trust Services, LLC
-
Rochester, NY
FULL_TIME
- Hours: 40 Schedule: This position is hybrid and remote eligible for up to 40% of the time. The office location for this position is at ESL Corporate Headquarters in Rochester, NY. Hours are Monday - F...
- 25 Days Ago
Garage Clothing-Store Manager-Eastview Mall-Victor, NY
- Garage clothing-Store Manager-Eastview...
-
Victor, NY
FULL_TIME
- Seize the opportunity to join a global fashion retailer with two brands at the heart of its success, Garage and Dynamite, selected as one of Montreal's Top Employers 2020 and as one of Canada’s Top em...
- 11 Days Ago
Store Manager
- Garage clothing-Store manager-Eastview mall-Victor...
-
Victor, NY
FULL_TIME
- Seize the opportunity to join a global fashion retailer with two brands at the heart of its success, Garage and Dynamite, selected as one of Montreal's Top Employers 2020 and as one of Canada’s Top em...
- 22 Days Ago
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0 Investment Portfolio Manager jobs found in Rochester, NY area
Private Investment Analyst
- Cobblestone Capital Adv
-
Rochester, NY
- Job Description Job Description Private Investment Analyst Position Description Cobblestone Capital Advisors is an estab...
- 4/24/2024 12:00:00 AM
Front Desk Agent
- Holiday inn Express Irondequoit
-
Rochester, NY
- Compensation Type: Hourly Highgate Hotels: Highgate is a premier real estate investment and hospitality management compa...
- 4/24/2024 12:00:00 AM
Assistant Maintenance Manager
- Morgan Properties
-
Webster, NY
- Overview: What you will be doing: We are seeking an Assistant Maintenance Supervisor with a "Whatever It Takes" approach...
- 4/24/2024 12:00:00 AM
Senior Tax Manager
- KPMG
-
Rochester, NY
- Business Title: Senior Tax Manager Requisition Number: 111397 - 69 Function: Tax Services Area of Interest: State: NY Ci...
- 4/24/2024 12:00:00 AM
ASSISTANT COMMUNITY MANAGER- THE HAMILTON APARTMENTS
- Conifer Realty LLC
-
Rochester, NY
- Job Type Full-time Description ASSISTANT COMMUNITY MANAGER- THE HAMILTON APARTMENTS About Conifer: Conifer Realty, LLC i...
- 4/22/2024 12:00:00 AM
Portfolio Management Associate
- Alesco Advisors LLC
-
Pittsford, NY
- Position Overview Primary responsibilities will include the investment and monitoring of client accounts. The ideal cand...
- 4/22/2024 12:00:00 AM
District/Account Sales Manager
- FANUC America Corporation
-
Rochester, NY
- ** FANUC America Corporation** ** District/Account Sales Manager** Rochester, MI 48309 We are looking for talented peopl...
- 4/22/2024 12:00:00 AM
Partner (Recruiter/ Manager)
- New York Life
-
Rochester, NY
- New York Life - New York Life Partner New York Life is looking to add qualified leaders to effectively embrace, contribu...
- 4/21/2024 12:00:00 AM
About Rochester, New York
Rochester is at 43°9′56″N 77°36′41″W / 43.16556°N 77.61139°W / 43.16556; -77.61139 (43.165496, −77.611504). The city is about 73 miles (120 km) east-northeast of Buffalo and about 87 miles (140 km) west of Syracuse and Albany, the state capital is 226 miles (360 km) to the east ; it sits on Lake Ontario's southern shore. The Genesee River bisects the city. Toronto, Canada is northwest 168 miles (270 km) and New York City is about 350 miles (560 km) to the southeast.
According to the United States Census Bureau, the city has a total area of 37.1 square miles (96 km2), of which 35.8 square m...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager jobs
$118,378 to $177,001
Rochester, New York area prices
were up 1.5% from a year ago
were up 1.5% from a year ago