Portfolio Manager Jobs in Kansas City, MO
A Portfolio Manager in the finance industry is responsible for managing investment portfolios for individuals or institutions. They make decisions about investment mix and policy, matching investments to objectives, asset allocation, and balancing risk against performance. Portfolio Managers also conduct research and analysis, select appropriate investments and manage day-to-day portfolio operations. This role requires a thorough understanding of financial markets, strong analytical skills, and the ability to make informed investment decisions.
Key skills for a Portfolio Manager include advanced mathematical abilities, strategic planning, financial acumen, and excellent communication skills. They should possess relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Investment Counselor (CIC). Before becoming a Portfolio Manager, a professional might work as a Financial Analyst, Investment Analyst, or a Trader to gain the necessary experience and expertise in the field.
As part of UMB's Corporate Information Security and Privacy (CISP) team, the mission is to identify threats, vulnerabilities, and risks and to help protect the people, information, and services...
WHO WE ARE Crown Financial Services (CFS) provides financial shared services to Hallmark and its subsidiaries, all of whom are internal customers. Services include Accounts Receivable, Accounts...
- Overland Park, KS (21 miles from Kansas City, MO)
- 11 days ago
- Overland Park, KS (21 miles from Kansas City, MO)
- 11 days ago
Third-Party Risk Analyst Overland Park, KS Risk & Compliance Job Type Full-time Description Overland Park, KS - Must be local to Overland Park, KS MUST HAVE: 2-4 years of financial services or...
- Overland Park, KS (21 miles from Kansas City, MO)
- 18 days ago
- Overland Park, KS (21 miles from Kansas City, MO)
- 18 days ago
Title: Personal Lines Risk Manager (P&C Insurance) Location: Overland Park, KS Job Description: JOB SUMMARY The Personal Lines Risk Manager is responsible for working directly with our Wealth...
- Overland Park, KS (21 miles from Kansas City, MO)
- 20 days ago
- Overland Park, KS (21 miles from Kansas City, MO)
- 20 days ago
Asset Manager Consultant - Business Credit - Midland PNC Financial Services Group 3.6 ( ) Overland Park, KS Why you should apply for a job to PNC Financial Services Group : Ranked as one of the...
- Leawood, KS (10 miles from Kansas City, MO)
- 20 days ago
- Leawood, KS (10 miles from Kansas City, MO)
- 20 days ago
Position Summary As a Wire Payment Risk Specialist for Busey, you will be responsible for handling wire payment exceptions, escalations, and reconciliations related to wire transactions, within...
Manager, Portfolio Management - Commerce Trust
- Leawood, KS (10 miles from Kansas City, MO)
- 21 days ago
- Leawood, KS (10 miles from Kansas City, MO)
- 21 days ago
Determine the appropriate asset allocation mix, and implements the asset mix with approved securities, both equity and fixed income....
Duties & Responsibilities For the assigned business unit, Process exception or escalated tasks for time critical or high- profile issues to ensure satisfactory resolution Communicate timely and...
This compensation range is for the Portfolio Manager III & Senior - CTC job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation...
Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured bank headquartered in Kansas City, Missouri. Additionally, we have...
Remote Work- Overland Park, KS (21 miles from Kansas City, MO)
- 30+ days ago
- Overland Park, KS (21 miles from Kansas City, MO)
- 30+ days ago
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation...
Senior Portfolio Manager - Master Servicing - Grandbridge Real Estate Capital
- Overland Park, KS (21 miles from Kansas City, MO)
- 30+ days ago
- Overland Park, KS (21 miles from Kansas City, MO)
- 30+ days ago
income and general financial concepts;Advanced knowledge of the securitized product advancing and credit decisioning processStrong decision making skills with the ability to take action in solving...
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Senior Portfolio Manager - Master Servicing - Grandbridge Real Estate Capital
- Leawood, KS (10 miles from Kansas City, MO)
- 30+ days ago
- Leawood, KS (10 miles from Kansas City, MO)
- 30+ days ago
income and general financial concepts; Advanced knowledge of the securitized product advancing and credit decisioning process Strong decision making skills with the ability to take action in solving...
Asset Based Lending Portfolio Manager
- Overland Park, KS (21 miles from Kansas City, MO)
- 45+ days ago
- Overland Park, KS (21 miles from Kansas City, MO)
- 45+ days ago
Assist in the training and development of the Portfolio Manager Level I....
Demographic Data for Kansas City, MO
Moving to Kansas City, MO? Find some basic demographic data about Kansas City, MO below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Kansas City, MO
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Kansas City, MO offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Real Estate Management
- Loss Control
- Asset Allocation
- Comprehensive Capital Analysis and Review
- Credit Underwriting
- Financial Statement Analysis
- Treasury
- Derivatives
- Financial Statements
- Financial Modeling
- Commercial Lending
- Treasury Management
- BSA
- Balance Sheets
- Wealth Management
- Cash Flow Analysis
- Fixed Income
- Capital Markets
- Valuation
- Lending
- Commercial Real Estate
- Financial Analysis
- Investment Management
- Credit Analysis
- Client Relationships
- Financial Services
- Underwriting
- Anti-Money Laundering
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Finance
- Real Estate
- Reimbursement
- Risk Management
- Strategy Development
- Decision Making
- Implementation
- Auditing
- Accounting
- Negotiation
- Written Communication
- Documentation
- Presentation
- Education Experience
- Reporting
- Collaboration
- Flexibility
- Budgets
- Bachelor's Degree
- Policy Development
- Project Management
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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