Investment Portfolio Manager, Sr. manages the daily activities for a given section of the company's investment operations. Reviews investment operations policies and procedures and recommends changes to increase efficiency. Being an Investment Portfolio Manager, Sr. may require a bachelor's degree in area of specialty. Typically reports to a head of a unit/department. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)
Position General Responsibilities:
Responsible for the business development activities related to the growth of Stockman Wealth Management, Inc., in the Great Falls Market. Areas of responsibility include business development, portfolio management, financial planning, client relationships, and client service. Involvement in Stockman Financial Corp. and Stockman Bank meetings and special projects as applicable.
Employees Supervised:
None
Education, Experience and Certification Requirements
Minimum Qualifications:
Note: Travel is required for this position and may include overnight trips.
Specific Skills Requirements:
Dimension of Job:
This position requires a thorough knowledge of investment activities and policies, compliance issues and organizational skills.
For full description, which includes physical mental demands please see attachment.
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