Current jobs related to Investment Manager - Overland Park - Creative Planning
-
Investment Reporting Associate
2 weeks ago
Overland Park, Kansas, United States SitusAMC Full timeAbout the RoleSitusAMC is a leading provider of commercial real estate services, and we're seeking a highly skilled Investment Reporting Associate to join our team.Key ResponsibilitiesApprove and review system-generated reporting, queries, and client deliverables for accuracy and compliance.Manage communication with internal and external clients regarding...
-
Investment Reporting Associate
3 weeks ago
Overland Park, Kansas, United States SitusAMC Full timeAbout the RoleSitusAMC is a leading provider of commercial real estate services, and we're seeking a highly skilled Investment Reporting Associate to join our team.Key ResponsibilitiesApprove and review system-generated reporting, queries, and client deliverables for accuracy and compliance.Manage communication with internal and external clients regarding...
-
Investment Portfolio Manager
3 weeks ago
Menlo Park, California, United States Alan Biller Full timeJob OverviewWe are seeking experienced investment professionals to join our team at Alan Biller and Associates. As an Investment Consultant, you will play a key role in providing expert-level advice to our clients, helping them make informed investment decisions.Key ResponsibilitiesDevelop and implement investment strategies for clients, taking into account...
-
Underwriting Account Service Manager I
6 days ago
Overland Park, Kansas, United States Zurich Investment Management Limited Full timeUnderwriting Account Service ManagerZurich North America is seeking an experienced Underwriting Account Service Manager to join our Construction Casualty team. This role will be located in Overland Park, KS.Key Responsibilities:Ensure teams meet key operational performance goals.Assess and evaluate underwriting processes to implement agreed technical...
-
Investment Researcher
1 day ago
Forest Park, Georgia, United States ACR Alpine Capital Research, LLC Full time{"title": "Investment Analyst Position", "description": "Job SummaryACR Alpine Capital Research, LLC is a $6B AUM fundamental value manager seeking a highly skilled Investment Analyst to support the CIO and investment team in the acquisition and analysis of company, industry, financial market, and economic intelligence.Key ResponsibilitiesSupport the CIO and...
-
Investment Project Procurement Manager
4 weeks ago
Forest Park, Georgia, United States Novo Nordisk AS Full timeAbout the Company At Novo Nordisk, we are dedicated to making a significant impact in the field of diabetes care. With over a century of experience, we empower our employees to pursue transformative careers while enhancing the lives of millions globally. Our operations in North Carolina encompass three pharmaceutical manufacturing facilities, each...
-
Investment Associate
1 day ago
Menlo Park, California, United States Summit Partners Full timeAbout Summit PartnersWe are a leading investment firm with a history spanning four decades, investing across growth sectors of the economy. Our mission is to be the investment partner of choice for the best companies and executive talent.Job SummaryWe are seeking a highly motivated and self-driven individual to join our team as an Associate. The successful...
-
Regional Sales Manager, Wealth Management
7 days ago
Overland Park, Kansas, United States First National Bank of Omaha Full timeAbout This OpportunityWe are seeking a highly skilled and experienced Regional Sales Manager to join our Wealth Management team. As a key member of our organization, you will be responsible for leading a team of Financial Advisors and Client Relationship Associates in a designated region.Key ResponsibilitiesDevelop and implement a clear action plan to drive...
-
Controller, Investment
4 months ago
Menlo Park, United States Addison Group Full timeJob DescriptionJob DescriptionJob Title: Controller, Investment & Management Company AccountingInternal Job ID: 10020954Location: Palo Alto, CA (Onsite Daily)Salary: $175-$225k + bonusPeninsula based Investment Management Firm seeks a Controller to oversee both investment/fund accounting and management company/operational accounting. The role will manage a...
-
Controller, Investment
4 months ago
Menlo Park, United States Addison Group Full timeJob DescriptionJob DescriptionJob Title: Controller, Investment & Management Company AccountingInternal Job ID: 10020954Location: Palo Alto, CA (Onsite Daily)Salary: $175-$225k + bonusPeninsula based Investment Management Firm seeks a Controller to oversee both investment/fund accounting and management company/operational accounting. The role will manage a...
-
Technology Investment Manager
4 weeks ago
Oak Park, Illinois, United States Powder River Industries, LLC Full timeJob OverviewPowder River Industries, LLC is dedicated to delivering comprehensive technical services throughout the entire system development life cycle (SDLC). As a primary contractor, we oversee complete system management for our clients' mission-critical systems. Our services encompass data center operations, integrated logistics support, continuity of...
-
Investment Consultant
3 weeks ago
Menlo Park, United States Alan Biller Full timeWe are seeking investment professionals on the West coast with an ability to provide expert-level, clear and logical presentations to a non-investment audience and that will assist our clients in making prudent investment decisions. Our Consultants give advice to large institutional boards of trustees and nurture those relationships that then lead to...
-
Investment Consultant
3 weeks ago
Menlo Park, United States Alan Biller Full timeWe are seeking investment professionals on the West coast with an ability to provide expert-level, clear and logical presentations to a non-investment audience and that will assist our clients in making prudent investment decisions. Our Consultants give advice to large institutional boards of trustees and nurture those relationships that then lead to...
-
Investment Consultant
2 weeks ago
Orland Park, Illinois, United States Fidelity Investments Full timeAbout the RoleWe are seeking a highly skilled Investment Consultant to join our team at Fidelity Investments. As an Investment Consultant, you will play a critical role in helping our clients achieve their financial goals by providing expert investment advice and guidance.Key ResponsibilitiesDevelop and implement customized financial plans for clients using...
-
Apartment Property Manager
4 days ago
Waite Park, Minnesota, United States Monarch Investment & Management Group Full timeProperty Manager Opportunity at Monarch Investment & Management GroupWe are seeking an experienced Property Manager to oversee a 200+ unit multifamily housing property in St. Cloud, Minnesota. As a key member of our team, you will be responsible for ensuring the smooth operation of the property, maintaining high resident satisfaction, and driving business...
-
Senior Investment Professional
3 weeks ago
Deer Park, New York, United States UMB Financial Corporation Full timePrivate Equity Investment AssociateUMB Financial Corporation is seeking a highly skilled Private Equity Investment Associate to join our team. As a key member of our Private Investments team, you will play a critical role in executing new private equity investments and managing our existing portfolio.About the RoleExecute on pursuing new private equity...
-
Capital Investment Controller
4 days ago
Lincoln Park, Michigan, United States Emerald Enterprises Full timeCapital Investment Controlling PositionWe are seeking a skilled professional to join our team at Emerald Enterprises as a Capital Investment Controlling specialist. As a key member of our finance department, you will be responsible for ensuring the effective management of our capital investments.Key Responsibilities:Develop and implement performance...
-
Investment Analyst
6 days ago
Hot Springs National Park, Arkansas, United States Vaco Full timeInvestment Analyst Job DescriptionVaco is seeking a highly skilled Investment Analyst to join our team in Dallas, TX. As an Investment Analyst, you will play a critical role in analyzing investment opportunities, conducting financial analysis, and supporting portfolio management.Key Responsibilities:Conduct thorough financial analysis and due diligence on...
-
Investment Advisor Representative
1 week ago
Cedar Park, Texas, United States Rival Sourcing LLC Full time{"title": "Investment Advisor Representative", "content": "Job SummaryWe are seeking a highly skilled Investment Advisor Representative to join our team at Rival Sourcing LLC. As a key member of our financial services team, you will be responsible for managing and maintaining relationships with clients, driving business results, and providing expert advice...
-
Financial Investment Specialist
3 weeks ago
Cedar Park, Texas, United States Rival Sourcing LLC Full timePosition OverviewAs a Client Investment Consultant at Rival Sourcing LLC, you will play a pivotal role in nurturing and enhancing client relationships. Your primary responsibility will be to understand clients' unique financial situations and provide customized investment strategies that align with their goals.Key ResponsibilitiesDevelop and sustain strong...
Investment Manager
4 months ago
JOB SUMMARY
Creative Planning’s Investment Manager works under the Director of Trading & Investments as well as their assigned Senior Investment Manager. The Investment Manager’s primary function is to supervise accounts for their wealth management team. They are responsible for management of the intended strategy, all trading, distribution requests, weekly tax harvesting reviews, opportunistic rebalancing and cash investment needs. A successful Investment Manager will monitor assigned accounts, meet department trading needs, and excel at performing all job duties as described below.
JOB DUTIES
- Responsible for all trades, distribution requests, and management to the strategy intended
- Setup new client accounts in portfolio management software and implement strategy
- Manage the accounts by reviewing each week for tax harvesting, opportunistic rebalancing, cash investment needs, cash generation, and distribution needs
- Perform manual reviews for trading opportunities & document portfolio comments in the CRM
- Create Annual Review Packets for Wealth Manager Annual Reviews
- Create Detailed Recommendation Packets as requested
- Create Allocation Review Packets as needed for new account implementation
- Perform daily reviews for available cash to invest from daily deposit reports
- Perform daily reviews for risk issues as assigned
- Perform daily reviews for any NSF issues
- Manage integration with the ByAll Account platform and monitor investment options
- Implement changes to iRebal cash need reviews
- Implement changes to iRebal strategy implementation reviews
- Review iRebal positions marked DO NOT SELL and confirm accuracy before placing trades
- Communicate with both clients and advisors to explain trades and answer questions regarding investment philosophy and its implementation
- Prepare and send one-time Orion reports requested by clients, advisors and planners
- Develop one-time recommendations for outside accounts
REQUIRED EXPERIENCE / QUALIFICATIONS
- Bachelor’s degree
- Three years finance, trading or other relative financial services experience necessary
- Series 65 (or equivalent substitute) attained within 120 days of hire
- Mutual fund, equity or bond trading experience
TECHNICAL SKILLS
- MS Office
- iRebal experience preferred
- Orion experience preferred
POTENTIAL ADVANCEMENT OPPORTUNITIES & REQUIREMENTS
Must be successful in Investment Manager role for 2 years to be considered for:
- Senior Investment Manager - Investments & Trading team
- Option trading specialist, Non-Discretionary accounts trading specialist, Alternative Asset trading specialist, Fixed Income trading specialist or International trading specialist - Investments & Trading team
- Financial Planning Associate - Financial Planning team
- Emerging Wealth Advisor Associate - Emerging Wealth team