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)
Description
Sunflower 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 interpreting financial and credit information in order to assess the creditworthiness of Sunflower Bank’s customers, focusing on Sunflower Bank’s moderately complex credit relationships. The incumbent will assist Commercial Bankers in supporting new and existing loan relationships with an emphasis on maximizing credit quality and minimizing risk.
Education / Experience Preferred:
Sunflower Bank Benefits employees enjoy outstanding benefits, including:
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