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VP Portfolio Manager page is loaded## VP Portfolio Managerremote type:
On-Sitelocations:
Sioux Falls, SDposted on:
Posted 6 Days Agojob requisition id:
R-23At First PREMIER Bank and PREMIER Bankcard, we’ve created a culture that emphasizes personal success, respect, health, and wellness, fun and giving back. This is an environment where you will be rewarded, valued, and celebrated for your hard work.We offer a robust and expanded package of health benefits, incentives, paid time off and growth and career advancement opportunities. We celebrate our employees and show our appreciation with private concerts, outdoor bashes, cash and car giveaways and more! See some of our
and Considered one of the nation’s strongest financial organizations, we’ve achieved our success by embodying the views and values of The PREMIER Way. From our CEOs to the newest hires, we all follow these shared views and values to guide us on how to treat our customers, co-workers and communities. The PREMIER Way also serves as a roadmap on how to be successful inside and outside of the workplace. We believe in investing in our employees, their families and our communities.**Job Description:****Location:**Sioux Falls, SD
**Shift:**M-F 8am-5pm
**Job Status:**Full-Time
**Company:** First PREMIER Bank**About the Role**
Manages investment portfolios on behalf of individuals, business entities, foundations, endowments, and trusts, in accordance with each client’s investment policy and the guidelines of the Wealth Management department. Combines portfolio oversight with client relationship development, investment strategy development and implementation, investment research, and regulatory compliance.**Job Duties and Responsibilities*** Regularly reviews investment portfolios to ensure alignment with client objectives, risk tolerance, and investment preferences. Applies discretion to adjust holdings and rebalances as needed to maintain compliance and performance.* Analyzes macroeconomic data, collaborates with investment committees, and leverages financial modeling tools to develop and implement long-term investment strategies tailored to client goals and market conditions.* Executes diversified investment plans across multiple asset classes, such as stocks, bonds, mutual funds, etc., to manage risk and optimize returns. Applies asset allocation models, monitors market movements, and uses rebalancing tools to maintain diversification.* Uses financial databases and reads industry reports to conduct targeted research on market sectors to support investment decisions. Prepares research summaries and recommendations for internal review.* Builds trusted relationships through client meetings, providing tailored investment advice, responding to inquiries with an excellent level of customer service, and participating in local events and volunteer activities.* Tracks portfolio and model performance against benchmarks using performance analytic tools. Identifies trends and opportunities to prepare summary reports and discusses results in team meetings or client presentations.* Conducts scenario analysis and monitors market volatility to identify and mitigate risks, ensuring portfolio stability and resiliency. Escalates concerns to risk committees with supporting rationale.* Ensures all investment activities meet fiduciary and regulatory standards. Completes required reviews and documentation to maintain compliance. Performs annual Reg 9 reviews, monthly asset reviews, and uses compliance checklists and audit tools to track obligations.**Skills and Qualifications*** Interprets, evaluates, and synthesizes complex information using logical reasoning and numerical analysis.* Clearly and effectively conveys information and ideas through verbal, written, and non-verbal methods.* Builds and maintains positive relationships through working well with others, managing conflict constructively, and demonstrating emotional intelligence in social and professional settings.* Accurately manages information, tasks, and processes with precision and consistency. Maintains structured workflows and ensures that nothing is overlooked in complex or high-stakes environments.* Assesses situations, identifies challenges, and develops effective solutions using critical thinking and sound judgment. Evaluates options, anticipates outcomes, and makes timely, well-informed decisions.* A bachelor’s or master’s degree in Finance, Economics, Business Administration, or a related field is preferred.* Professional designations such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are preferred.* A minimum of 7 years of relevant experience in investment management, financial markets, portfolio management, or a related discipline is preferred.**Competitive Benefits Package*** Full medical benefits when working 20+ hours per week* Traditional and High-Deductible health plan options available* FREE dental and vision coverage* Generous Paid Time Off plans* 401(k) – dollar-for-dollar match up to 5% of total compensation* Special discounts and offers for events at the Denny Sanford PREMIER Center* PREMIER Wellness Program* Paid Community Volunteer Hours – PREMIER averages 30,000 hours per year* Fun Employee Parties**Our Culture*** Emphasis on personal success, respect, health, wellness, fun and giving back* Employees are rewarded, valued, and celebrated for hard work* Various Career advancement opportunities and growth* Appreciation is shown through concerts, outdoor bashes, cash, car giveaways and more**We Value People**At PREMIER you get more than a paycheck, you get a rewarding career where you can make a difference! Headquartered in Sioux Falls, South Dakota, First PREMIER Bank and PREMIER Bankcard are considered one of the nation’s strongest financial organizations. We have achieved this success thanks to our commitment to always doing what is right for our employees, customers and the communities we serve. We value people and treat our employees as our greatest resource. We actively invest in their professional growth and development, make a strong effort to recognize achievement and take the time to celebrate success.**Spirit of Giving Back**Giving back to our communities is at the heart of PREMIER. We support nearly 700 organizations, non-profits and events. Paid volunteer hours encourage PREMIER employees to get involved in the community. Our employees annually volunteer an average of 33,000 hours for causes important to them.**The PREMIER Way**Our spirit of giving is rooted in The PREMIER Way and the PREMIER Attitude. These shared views and values guide our interactions with each other, our customers and our communities. It’s the foundation of our culture and makes PREMIER a great place to work.**PREMIER Benefits**PREMIER employees who work 20+ hours per week are eligible for full-time benefits, including medical coverage with free vision and dental insurance. We offer expanded Paid Time Off and a highly competitive 401(k) plan that features a dollar-for-dollar company match after 120 days of employment. Employees can experience personal and professional growth through PREMIER University. It offers skill-based training, leadership classes and inspirational national speakers.**PREMIER Wellness**PREMIER Wellness unifies physical and mental health, financial wellness and community giving under one program designed to help employees find optimal work/life wellbeing. Through our Employee Assistance Program, employees have access to free counseling sessions, online resources and legal support. Community Giving offers our employees purpose-driven, meaningful opportunities where they know they are making a difference.**Celebrating Success**Recognizing and rewarding success is an important part of the PREMIER culture. We celebrate and show our appreciation with private concerts and special events. We’ve also #J-18808-Ljbffr
On-Sitelocations:
Sioux Falls, SDposted on:
Posted 6 Days Agojob requisition id:
R-23At First PREMIER Bank and PREMIER Bankcard, we’ve created a culture that emphasizes personal success, respect, health, and wellness, fun and giving back. This is an environment where you will be rewarded, valued, and celebrated for your hard work.We offer a robust and expanded package of health benefits, incentives, paid time off and growth and career advancement opportunities. We celebrate our employees and show our appreciation with private concerts, outdoor bashes, cash and car giveaways and more! See some of our
and Considered one of the nation’s strongest financial organizations, we’ve achieved our success by embodying the views and values of The PREMIER Way. From our CEOs to the newest hires, we all follow these shared views and values to guide us on how to treat our customers, co-workers and communities. The PREMIER Way also serves as a roadmap on how to be successful inside and outside of the workplace. We believe in investing in our employees, their families and our communities.**Job Description:****Location:**Sioux Falls, SD
**Shift:**M-F 8am-5pm
**Job Status:**Full-Time
**Company:** First PREMIER Bank**About the Role**
Manages investment portfolios on behalf of individuals, business entities, foundations, endowments, and trusts, in accordance with each client’s investment policy and the guidelines of the Wealth Management department. Combines portfolio oversight with client relationship development, investment strategy development and implementation, investment research, and regulatory compliance.**Job Duties and Responsibilities*** Regularly reviews investment portfolios to ensure alignment with client objectives, risk tolerance, and investment preferences. Applies discretion to adjust holdings and rebalances as needed to maintain compliance and performance.* Analyzes macroeconomic data, collaborates with investment committees, and leverages financial modeling tools to develop and implement long-term investment strategies tailored to client goals and market conditions.* Executes diversified investment plans across multiple asset classes, such as stocks, bonds, mutual funds, etc., to manage risk and optimize returns. Applies asset allocation models, monitors market movements, and uses rebalancing tools to maintain diversification.* Uses financial databases and reads industry reports to conduct targeted research on market sectors to support investment decisions. Prepares research summaries and recommendations for internal review.* Builds trusted relationships through client meetings, providing tailored investment advice, responding to inquiries with an excellent level of customer service, and participating in local events and volunteer activities.* Tracks portfolio and model performance against benchmarks using performance analytic tools. Identifies trends and opportunities to prepare summary reports and discusses results in team meetings or client presentations.* Conducts scenario analysis and monitors market volatility to identify and mitigate risks, ensuring portfolio stability and resiliency. Escalates concerns to risk committees with supporting rationale.* Ensures all investment activities meet fiduciary and regulatory standards. Completes required reviews and documentation to maintain compliance. Performs annual Reg 9 reviews, monthly asset reviews, and uses compliance checklists and audit tools to track obligations.**Skills and Qualifications*** Interprets, evaluates, and synthesizes complex information using logical reasoning and numerical analysis.* Clearly and effectively conveys information and ideas through verbal, written, and non-verbal methods.* Builds and maintains positive relationships through working well with others, managing conflict constructively, and demonstrating emotional intelligence in social and professional settings.* Accurately manages information, tasks, and processes with precision and consistency. Maintains structured workflows and ensures that nothing is overlooked in complex or high-stakes environments.* Assesses situations, identifies challenges, and develops effective solutions using critical thinking and sound judgment. Evaluates options, anticipates outcomes, and makes timely, well-informed decisions.* A bachelor’s or master’s degree in Finance, Economics, Business Administration, or a related field is preferred.* Professional designations such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are preferred.* A minimum of 7 years of relevant experience in investment management, financial markets, portfolio management, or a related discipline is preferred.**Competitive Benefits Package*** Full medical benefits when working 20+ hours per week* Traditional and High-Deductible health plan options available* FREE dental and vision coverage* Generous Paid Time Off plans* 401(k) – dollar-for-dollar match up to 5% of total compensation* Special discounts and offers for events at the Denny Sanford PREMIER Center* PREMIER Wellness Program* Paid Community Volunteer Hours – PREMIER averages 30,000 hours per year* Fun Employee Parties**Our Culture*** Emphasis on personal success, respect, health, wellness, fun and giving back* Employees are rewarded, valued, and celebrated for hard work* Various Career advancement opportunities and growth* Appreciation is shown through concerts, outdoor bashes, cash, car giveaways and more**We Value People**At PREMIER you get more than a paycheck, you get a rewarding career where you can make a difference! Headquartered in Sioux Falls, South Dakota, First PREMIER Bank and PREMIER Bankcard are considered one of the nation’s strongest financial organizations. We have achieved this success thanks to our commitment to always doing what is right for our employees, customers and the communities we serve. We value people and treat our employees as our greatest resource. We actively invest in their professional growth and development, make a strong effort to recognize achievement and take the time to celebrate success.**Spirit of Giving Back**Giving back to our communities is at the heart of PREMIER. We support nearly 700 organizations, non-profits and events. Paid volunteer hours encourage PREMIER employees to get involved in the community. Our employees annually volunteer an average of 33,000 hours for causes important to them.**The PREMIER Way**Our spirit of giving is rooted in The PREMIER Way and the PREMIER Attitude. These shared views and values guide our interactions with each other, our customers and our communities. It’s the foundation of our culture and makes PREMIER a great place to work.**PREMIER Benefits**PREMIER employees who work 20+ hours per week are eligible for full-time benefits, including medical coverage with free vision and dental insurance. We offer expanded Paid Time Off and a highly competitive 401(k) plan that features a dollar-for-dollar company match after 120 days of employment. Employees can experience personal and professional growth through PREMIER University. It offers skill-based training, leadership classes and inspirational national speakers.**PREMIER Wellness**PREMIER Wellness unifies physical and mental health, financial wellness and community giving under one program designed to help employees find optimal work/life wellbeing. Through our Employee Assistance Program, employees have access to free counseling sessions, online resources and legal support. Community Giving offers our employees purpose-driven, meaningful opportunities where they know they are making a difference.**Celebrating Success**Recognizing and rewarding success is an important part of the PREMIER culture. We celebrate and show our appreciation with private concerts and special events. We’ve also #J-18808-Ljbffr