Mypremiercreditcard
Senior Portfolio Analyst
Mypremiercreditcard, Sioux Falls, South Dakota, United States, 57102
Senior Portfolio Analyst page is loaded## Senior Portfolio Analystremote type:
On-Sitelocations:
Sioux Falls, SDposted on:
Posted 6 Days Agojob requisition id:
R-22At 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**
This role is responsible for supporting investment management in the Wealth Management department. Follows fiduciary and prudent investor guidelines to assist in creating, monitoring and maintaining the Wealth Management guidelines. Demonstrates and implements our investment strategy to all internal and external customers. Supports the company's mission by maintaining a high-level of customer service through retaining and expanding existing business and developing new customer relationships.**Job Duties and Responsibilities*** **Essential duties and responsibilities include the following. Other duties may be assigned.**
+ Responsible for investment support to the Portfolio Managers.
+ Effectively communicate investment recommendations with account holders and beneficiaries.
+ Select investments consistent with account objectives and beneficiary needs.
+ Comply with trust documents and investment policy language.
+ Analyze and purchase individual stocks and bonds as delegated by Portfolio Managers.
+ Present investment information at client meetings, including performance results.
+ Aid in the preparation of requests for proposals and other internal or external meeting documents.
+ Assist with the valuation of closely held assets in fiduciary accounts as needed.
+ Business development through client meetings and contact with referral sources, including private banking, business banking, centers of influence, etc.
+ Participates in discussions in strategic meetings to discuss investment initiatives and pipeline calls.**Skills and Qualifications*** Strong analytical skills are crucial for evaluating financial data, developing strategies, and making informed investment decisions.* Excellent communication and interpersonal skills are needed to build trust with clients, explain complex concepts, and maintain strong client relationships.* Given the need to manage detailed account information and track performance, attention to detail and strong organizational skills are vital.* The ability to analyze situations, assess risks, and make sound investment decisions is crucial.* A bachelor's or master's degree in a relevant field such as Finance, Economics, Business Administration, or a related area is required.* Obtaining certifications like the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are preferred.* 2 years or more relevant experience in investment management, financial markets, portfolio management, or a related field.**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 celebrated with surprise gifts, cash/car giveaways, Apple watches, wireless earbuds and more! At quarterly staff meetings, employees who have gone above and beyond in their job or in their community are awarded a PREMIER Performer or PREMIER Eagle Service Award. Employees celebrating 20, 25, 30, 35, 40, 45 and 50 year Milestone Anniversaries receive $1,000 for every year they have worked with PREMIER. #J-18808-Ljbffr
On-Sitelocations:
Sioux Falls, SDposted on:
Posted 6 Days Agojob requisition id:
R-22At 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**
This role is responsible for supporting investment management in the Wealth Management department. Follows fiduciary and prudent investor guidelines to assist in creating, monitoring and maintaining the Wealth Management guidelines. Demonstrates and implements our investment strategy to all internal and external customers. Supports the company's mission by maintaining a high-level of customer service through retaining and expanding existing business and developing new customer relationships.**Job Duties and Responsibilities*** **Essential duties and responsibilities include the following. Other duties may be assigned.**
+ Responsible for investment support to the Portfolio Managers.
+ Effectively communicate investment recommendations with account holders and beneficiaries.
+ Select investments consistent with account objectives and beneficiary needs.
+ Comply with trust documents and investment policy language.
+ Analyze and purchase individual stocks and bonds as delegated by Portfolio Managers.
+ Present investment information at client meetings, including performance results.
+ Aid in the preparation of requests for proposals and other internal or external meeting documents.
+ Assist with the valuation of closely held assets in fiduciary accounts as needed.
+ Business development through client meetings and contact with referral sources, including private banking, business banking, centers of influence, etc.
+ Participates in discussions in strategic meetings to discuss investment initiatives and pipeline calls.**Skills and Qualifications*** Strong analytical skills are crucial for evaluating financial data, developing strategies, and making informed investment decisions.* Excellent communication and interpersonal skills are needed to build trust with clients, explain complex concepts, and maintain strong client relationships.* Given the need to manage detailed account information and track performance, attention to detail and strong organizational skills are vital.* The ability to analyze situations, assess risks, and make sound investment decisions is crucial.* A bachelor's or master's degree in a relevant field such as Finance, Economics, Business Administration, or a related area is required.* Obtaining certifications like the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are preferred.* 2 years or more relevant experience in investment management, financial markets, portfolio management, or a related field.**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 celebrated with surprise gifts, cash/car giveaways, Apple watches, wireless earbuds and more! At quarterly staff meetings, employees who have gone above and beyond in their job or in their community are awarded a PREMIER Performer or PREMIER Eagle Service Award. Employees celebrating 20, 25, 30, 35, 40, 45 and 50 year Milestone Anniversaries receive $1,000 for every year they have worked with PREMIER. #J-18808-Ljbffr