Senior Portfolio Manager-Energy (remote) IL
Senior Portfolio Manager-Energy (remote) IL Join to apply for the Senior Portfolio Manager-Energy (remote) IL role at ExecutivePlacements.com Overview This is a remote role that will only be hired in the following location(s): Chicago, IL. The VP, Portfolio Manager Energy is responsible for the management of Energy investment products. Creates and implements the Bank's Energy investment strategy and approach within stated investment guidelines. Responsible for the financial risk and return of the portfolio through ongoing monitoring, reporting, risk management, and structuring of investments. Services large, complex portfolios for high net worth clients. Provides investment recommendations, presentations, and expertise to achieve client investment and service objectives. Responsibilities • Develop and implement Energy investment policies. Analyze data, research, and market trends to meet client investment needs. Ensure compliance with investment and fiduciary guidelines within proprietary investment products. May assist senior leadership with initiatives that support wider strategic objectives. • Services the largest, most complex client accounts through ongoing reporting, monitoring, and handling of client portfolios. Develop extensive reports and presentations that provide clarity on investment options, performance, and outlook. Provide support to new acquisition and sales efforts with high-net-worth clients. • Oversee selection and trading of securities and effective execution of intended investments. • Assign portfolios to selected associates. Make appropriate changes to investment policies, procedures, and efficiencies to meet objectives. Manage performance, training, and evaluation of assigned portfolio staff. Maximize portfolio achievements by providing professional development. Qualifications • Bachelor's Degree and 6 years of experience in Credit Analysis and Credit Underwriting OR High School Diploma or GED and 10 years of experience in Credit Analysis and Credit Underwriting Preferred • Bachelor's Degree in Business, Finance, or Economics • Finance/Banking experience • Completion of formal credit training If hired in Chicago, Illinois the base pay for this position is generally between $150,000.00 and $190,000.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at benefits. Apply tot his job