Senior Portfolio Strategy & Client Advisor

First PREMIER Bank/PREMIER Bankcard; Sioux Falls (SD); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Full medical benefits when working 20+ hours per week

Free dental and vision coverage

401(k) with a dollar-for-dollar match up to 5%

Generous paid time off plans

Premier Wellness Program

Job summary

A financial institution in Sioux Falls, SD is seeking an experienced individual to manage investment portfolios. The role involves developing investment strategies, analyzing macroeconomic data, and ensuring compliance with fiduciary standards. Ideal candidates will have at least 7 years of experience in investment management and hold relevant degrees. This full-time position offers a competitive benefits package that includes full medical benefits, dental and vision coverage, and a 401(k) with a generous match.

Qualifications

• Minimum of 7 years of relevant experience in investment management, financial markets, or portfolio management preferred.

Responsibilities

• Manages investment portfolios according to clients’ investment policy.
• Analyzes macroeconomic data and develops investment strategies.
• Maintains compliance and conducts scenario analysis.

Skills

Logical reasoning and numerical analysis

Effective verbal and written communication

Emotional intelligence

Critical thinking and sound judgment

Education

Bachelor’s or master’s degree in Finance, Economics, Business Administration

Certified Financial Planner™ (CFP®) or Chartered Financial Analyst (CFA)

Job description

A financial institution in Sioux Falls, SD is seeking an experienced individual to manage investment portfolios. The role involves developing investment strategies, analyzing macroeconomic data, and ensuring compliance with fiduciary standards. Ideal candidates will have at least 7 years of experience in investment management and hold relevant degrees. This full-time position offers a competitive benefits package that includes full medical benefits, dental and vision coverage, and a 401(k) with a generous match.