Portfolio Manager jobs in Kansas City, KS

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)

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Portfolio Manager III
  • Sunflower Bank NA
  • Overland Park, KS FULL_TIME
  • 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. 

    • Review and analyze financial and credit information, such as financial statements, tax returns and credit reports to determine creditworthiness for borrowers and guarantors. Determine the need for a more thorough investigation or additional information and contact appropriate sources for such information.
    • Prepare detailed financial and analytical reports for each entity analyzed, including historical financial data and trends, detailed cash flow analysis, global cash flow analysis, and simple projections.
    • Research pertinent industry and market information relevant to customers’ lines of business.
    • Prepare a written summary of analysis for new and existing loan relationships, especially in regards to the sufficiency of cash flow, collateral and other repayment sources. Assess overall strengths and weaknesses of credit relationship. 


    Education / Experience Preferred:

    • Bachelor’s Degree in Accounting, Business, Economics, Finance, or similar field, in lieu of a degree, applicant must have a high school diploma or equivalent and have been in this discipline a minimum of 10 years.
    • 7 years of experience in credit analysis/portfolio management in a commercial lending environment required.
    • Must possess sound area of underwriting in areas of commercial lending such as commercial real estate, commercial and industrial lending and SBA lending.


    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.
    If you qualify, apply online at www.sunflowerbank.com/careers.
    You’ve never worked anyplace like Sunflower Bank!
    EOE/AA: Minorities/Females/Disabled/Vets


  • 11 Days Ago

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Excecutive Director - Business Solutions Membership
  • Trivest Portfolio Partners
  • Lenexa, KS FULL_TIME
  • More Floods is hiring a General Manager for a Full-Time position in Lenexa, KS. Relocation is available. More Floods is searching for a growth-oriented General Manager who will provide overall leaders...
  • 1 Month Ago

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Assistant/Junior Trust Portfolio Manager - located in Topeka, KS or Olathe, KS
  • CoreFirst Bank & Trust
  • Olathe, KS FULL_TIME
  • Position Description: The Assistant/Junior Trust Portfolio Manager is responsible for assisting with the day-to-day management of client accounts, helping with investment research & analysis, and supp...
  • 10 Days Ago

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Cosmetologist wanted for busy mens salon
  • Sport Clips - Manager - KS103
  • Olathe, KS FULL_TIME
  • Our Sport Clips salon in Olathe, KS is growing and looking for a the right fit for our Team! We are currently looking for Stylists and Assistant Managers to assist the Salon Manager with day to day op...
  • 1 Month Ago

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Manager
  • Trex Mart
  • Elwood, KS FULL_TIME
  • JOB TITLE: Manager – Trexmart Store SUMMARY OF JOB: The Manager provides the administrative support to the Sales Associates and Assistant Manager by providing products to all customers and maintaining...
  • Just Posted

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Manager
  • Gas
  • Gas, KS FULL_TIME
  • Store managers have ultimate responsibility for all store and foodservice operations. Store Managers must ensure effective, efficient and profitable execution of the Pete's Mission. Store Manager resp...
  • Just Posted

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0 Portfolio Manager jobs found in Kansas City, KS area

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Asset Manager - Special Servicing
  • Keycorp
  • Overland Park, KS
  • Asset Manager - Special Servicing page is loaded Asset Manager - Special Servicing Apply locations Overland Park, KS Dal...
  • 4/24/2024 12:00:00 AM

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Senior Full Stack Developer- Hybrid or Remote
  • Cumberland Advisors
  • Kansas City, MO
  • Senior Full-Stack Developer Location:Sarasota, FL (Hybrid or Remote) Job Description Cumberland Advisors is seeking an e...
  • 4/24/2024 12:00:00 AM

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Relationship Specialist
  • AFC Automotive Finance Corporation
  • Belton, MO
  • Who We Are: At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 30...
  • 4/24/2024 12:00:00 AM

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Senior Director of Asset & Portfolio Management
  • Gardnercapital
  • Gardner, KS
  • Senior Director of Asset & Portfolio ManagementSenior Director of Asset & Portfolio ManagementGardner Capital is an affo...
  • 4/23/2024 12:00:00 AM

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Asset Manager - Special Servicing
  • Kansas Action For Children Inc
  • Overland Park, KS
  • at KeyCorp in Overland Park, Kansas, United StatesJob Description Location:11501 Outlook Street - Overland Park, Kansas ...
  • 4/23/2024 12:00:00 AM

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Sr Project Manager
  • Cushman & Wakefield
  • Kansas City, MO
  • Job Title Sr Project Manager Job Description Summary The Senior Project Manager provides project management experience t...
  • 4/22/2024 12:00:00 AM

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Budget specialist
  • U.s. Army Corps Of Engineers
  • Kansas City, MO
  • Duties Responsible for the financial development and schedules to initiate, plan, direct, coordinate and execute the pla...
  • 4/22/2024 12:00:00 AM

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Senior Full Stack Developer- Hybrid or Remote
  • Cumberland Advisors
  • Kansas City, MO
  • Senior Full-Stack Developer Location: Sarasota, FL (Hybrid or Remote) Job Description Cumberland Advisors is seeking an ...
  • 4/21/2024 12:00:00 AM

Kansas City is the third-largest city in the State of Kansas, the county seat of Wyandotte County, and the third-largest city of the Kansas City metropolitan area. Kansas City, Kansas is abbreviated as "KCK" to differentiate it from Kansas City, Missouri, after which it is named. It is part of a consolidated city-county government known as the "Unified Government". Wyandotte County also includes the independent cities of Bonner Springs and Edwardsville. As of the 2010 census, the city had a population of 145,786 residents. It is situated at Kaw Point, which is the junction of the Missouri an...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$112,390 to $155,783
Kansas City, Kansas area prices
were up 1.7% from a year ago