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Portfolio Manager at Nicolet National Bank
Iowa City, Iowa, United States - Full Time
Skills Needed
Investment Research, Financial Planning, Asset Management, Client Relationship Management, Due Diligence, Fiduciary Compliance, Risk Tolerance Assessment, Corporate Governance, Microsoft Excel, Microsoft Word, Analytical Thinking, Professional Presentation, Interpersonal Communication, Regulatory Compliance, Wealth Management, Financial Analysis
Specialization
A bachelor's degree in Finance or Business is required, with a graduate degree and 2+ years of investment experience preferred. Candidates must hold a Series 65 or a professional designation such as CFP, CFA, CIMA, ChFC, or PFS.
Experience Required
Minimum 2 year(s)
Portfolio Manager at Danmarks Nationalbank
Ubby, Region Zealand, Denmark - Full Time
Skills Needed
Government Debt Management, Portfolio Management, Financial Market Analysis, Trade Execution, Monetary Policy Implementation, Foreign Exchange Interventions, Securities Lending, Swap Transactions, Risk Modelling, Excel, R, Python, English Communication, Danish Communication, Analytical Thinking, Stakeholder Management
Specialization
Requires several years of experience in the financial sector, specifically within Treasury or Markets functions. Candidates must possess strong analytical skills, proficiency in English and Danish, and ideally have programming skills in Excel, R, or Python.
Experience Required
Minimum 2 year(s)
Business Analyst at Beyond Bank Australia
Perth, Western Australia, Australia - Full Time
Skills Needed
Business Analysis, Stakeholder Engagement, Data Analysis, Project Management, Business Process Improvement, Facilitation, Documentation, Change Management, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Microsoft Teams, Microsoft Planner, Microsoft Visio, Leadership, Negotiation
Specialization
Candidates should have a strong understanding of banking and finance, along with experience in business process improvement and BABOK methodologies. Proficiency in Microsoft Office tools and strong leadership skills are also required.
Experience Required
Minimum 2 year(s)
Content Creator at Heritage Bank Limited
Dubai, Dubai, United Arab Emirates - Full Time
Skills Needed
N/A
Work Health and Safety Coordinator at Beyond Bank Australia
Perth, Western Australia, Australia - Full Time
Skills Needed
Whs Coordination, Incident Management, Hazard Management, Risk Reporting, Audit Tracking, Stakeholder Communication, Policy Development, Record Keeping, Organizational Skills, Protecht, Administrative Support, Discretion
Specialization
Requires experience in a WHS coordination role or a strong administrative background with an interest in Work Health and Safety. Candidates must possess excellent attention to detail, strong organizational skills, and the ability to build positive working relationships.
Experience Required
Minimum 2 year(s)
Marketing Manager at Daily Bread Food Bank
Toronto, Ontario, Canada - Full Time
Skills Needed
Project Management, Integrated Marketing, Brand Management, Vendor Management, Graphic Design Oversight, Visual Storytelling, Video Production, Event Marketing, Budget Management, Strategic Thinking, Creative Direction, Stakeholder Collaboration, Communication, Accessibility Standards, Multi Channel Campaign Execution
Specialization
Requires 5+ years of experience in marketing, communications, or brand management with a post-secondary degree in a related field. Proven expertise in multi-channel campaigns, vendor management, and visual content creation is essential.
Experience Required
Minimum 5 year(s)
Accounts Payable Specialist at British Business Bank
Berlin, Berlin, United Kingdom - Full Time
Skills Needed
N/A
Premium Guest Host at Bankstown Sports Club
Australia, Alaska, Australia - Full Time
Skills Needed
N/A
Team Lead Customer Relations at Sparda Bank Berlin eG
Berlin, Berlin, Germany - Full Time
Skills Needed
N/A
Senior Solution Architect at Beyond Bank Australia
Sydney, New South Wales, Australia - Full Time
Skills Needed
N/A
Assistant Relationship Manager at Emirates Islamic Bank
Dubai, Dubai, United Arab Emirates - Full Time
Skills Needed
N/A
Customer Support Executive at The Co-operative Bank
Dubai, Abu Dhabi, United Kingdom - Full Time
Skills Needed
N/A
Financial Controller at Grafton Banks Limited
United Kingdom, British Columbia, United Kingdom - Full Time
Skills Needed
N/A
Facilities Manager at Bankstown Sports Club
Australia, Saxony, Australia - Full Time
Skills Needed
N/A
Financial Advisor at Nicolet National Bank
Iowa City, Iowa, United States - Full Time
Skills Needed
Financial Planning, Investment Strategy, Client Relationship Management, Asset Allocation, Portfolio Rebalancing, Risk Profiling, Microsoft Excel, Leadership, Delegation, Communication Skills, Interpersonal Skills, Organizational Skills, Multi Tasking, Compliance, Due Diligence, Wealth Management
Specialization
Candidates must have a bachelor's degree in a related field and hold FINRA SIE, Series 7, 65, and 66 licenses, along with CFP certification. A minimum of 5 years of experience is required, with a preference for those with extensive industry tenure.
Experience Required
Minimum 10 year(s)
Teller- UAEN only at Emirates Islamic Bank
Abu Dhabi, Abu Dhabi Emirate, United Arab Emirates - Full Time
Skills Needed
Cash Management, Customer Service, Financial Transactions, Operational Risk Control, Compliance, Cash Control Procedures, Security Custodianship, Teamwork
Specialization
Candidates must be UAE Nationals (UAEN) capable of performing accurate financial transactions and managing securities. The role requires a commitment to continuous training and the ability to contribute to branch sales targets.
Financial Controller at Grafton Banks Limited
London - England, London - England, United Kingdom - Full Time
Skills Needed
N/A
Commercial Loan Portfolio Manager at Sterling Federal Bank
Sterling, Illinois, United States - Full Time
Skills Needed
Credit Analysis, Risk Management, Underwriting, Financial Statement Analysis, Portfolio Management, Loan Servicing, Accounting Principles, Tax Principles, Cash Flow Analysis, Compliance, Problem Solving, Analytical Skills
Specialization
Candidates need a combination of education and experience, ranging from a high school diploma with 7+ years to a bachelor's degree with 1-3 years of credit/lending experience. Proficiency in credit underwriting and the ability to analyze financial statements and tax returns are required.
Experience Required
Minimum 2 year(s)
Work Health and Safety Coordinator at Beyond Bank Australia
Melbourne, Victoria, Australia - Full Time
Skills Needed
Whs Coordination, Incident Management, Hazard Management, Risk Reporting, Audit Tracking, Stakeholder Communication, Policy Development, Record Keeping, Organizational Skills, Protecht, Administrative Support, Discretion
Specialization
Requires experience in a WHS coordination role or a strong administrative background with a desire to grow in the field. Candidates must possess excellent attention to detail, strong organizational skills, and the ability to build positive working relationships.
Experience Required
Minimum 2 year(s)
Procurement & Commercial Value Lead at Beyond Bank Australia
Adelaide, South Australia, Australia - Full Time
Skills Needed
N/A
Portfolio Manager at Nicolet National Bank
Iowa City, Iowa, United States -
Full Time

Start Date

Immediate

Expiry Date

30 Sep, 26

Salary

0.0

Posted On

02 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Investment Research, Financial Planning, Asset Management, Client Relationship Management, Due Diligence, Fiduciary Compliance, Risk Tolerance Assessment, Corporate Governance, Microsoft Excel, Microsoft Word, Analytical Thinking, Professional Presentation, Interpersonal Communication, Regulatory Compliance, Wealth Management, Financial Analysis

Industry

Banking

Description
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.   The Portfolio Manager is responsible for providing financial and investment guidance to High-net-worth individual and Institutional clients.     As a Portfolio Manager, you will: * Maintain relationships and service existing client base. * Perform proprietary investment research and due diligence.  * Consult with clients to develop investment objectives and goals and provide financial services and advice accordingly. * Create Investment Policy Statement documenting objectives, risk tolerance, cash flow needs, tax situations and wealth aspirations for the Client. * Work closely with the Trust Administrative Officers to manage the client relationship and ensure that all the needs of the investment accounts are met. * Knowledge of investments and asset management strategies, products and services. * Stay abreast of market news and trends and current legal and tax consequences of investment decisions. * Develop referral sources throughout Nicolet. * Adhere to all compliance issues associated with sales of investment services. * Other related duties as assigned or requested. * Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan. * Use spreadsheets and market research to back up financial advice. * Review accounts to determine if life changes necessitate new financial strategies. * Responsible for the fiduciary investment compliance as well as corporate governance of the investment group. * Develop and maintain profitability by ensuring efficient and quality account administration. * Develop new account relationships through the community and professional visibility. * Maintain knowledge of trust laws, rules, and statutes of regulatory agencies. * Identify and refer business to other areas within Nicolet as appropriate. * Comply with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all Nicolet’s policies and procedures. * Represent Nicolet in community organizations and activities to enhance Nicolet’s image. * Uphold Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet. * Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet’s policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives. * Performs all other duties as assigned.   Qualifications: * Bachelor’s degree in Finance, Business or equivalent experience at a financial institution. Graduate degree preferred. * 2+ years of investment experience preferred. * CFA and CAIA designations preferred. * Series 65 or currently holds and is in good standing as a CFP, CFA, CIMA, ChFC, or PFS required. * Motivated and driven self-starter. * Strong analytical and detail orientated aptitude; a high degree of accuracy is required. * Ability to make professional presentations to clients, employees or other groups. * Must exhibit good judgment and build credibility as trusted advisor with prospective and current clients. * Strong organizational and follow-through skills; strong attention to detail. * Ongoing knowledge of state and federal securities regulations. * Organized and able to manage multiple priorities. * PC, phone system, general office equipment. * Attention to detail, ability to learn and use a variety of software. * Microsoft Office Suite, particularly Word and Excel. * Maintain composure and communicate clearly when under pressure. * Possess a strong work ethic and be able to learn quickly in a fast-paced environment. * Strong level of comfort with PC, phone system, general office equipment.   * Ability to maintain strict confidentiality. * Effective verbal and written communication skills and strong interpersonal skills.   Benefits: * Medical, Dental, Vision, & Life Insurance * 401(k) with a company match * PTO & 11 1/2 Paid Holidays   The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.   Equal Opportunity Employer/Veterans/Disabled
Responsibilities
The Portfolio Manager provides financial and investment guidance to high-net-worth and institutional clients while maintaining strong client relationships. Key duties include performing investment research, creating Investment Policy Statements, and ensuring fiduciary and regulatory compliance.
Portfolio Manager at Nicolet National Bank
Iowa City, Iowa, United States - Full Time
Skills Needed
Investment Research, Financial Planning, Asset Management, Client Relationship Management, Due Diligence, Fiduciary Compliance, Risk Tolerance Assessment, Corporate Governance, Microsoft Excel, Microsoft Word, Analytical Thinking, Professional Presentation, Interpersonal Communication, Regulatory Compliance, Wealth Management, Financial Analysis
Specialization
A bachelor's degree in Finance or Business is required, with a graduate degree and 2+ years of investment experience preferred. Candidates must hold a Series 65 or a professional designation such as CFP, CFA, CIMA, ChFC, or PFS.
Experience Required
Minimum 2 year(s)
Portfolio Manager at Danmarks Nationalbank
Ubby, Region Zealand, Denmark - Full Time
Skills Needed
Government Debt Management, Portfolio Management, Financial Market Analysis, Trade Execution, Monetary Policy Implementation, Foreign Exchange Interventions, Securities Lending, Swap Transactions, Risk Modelling, Excel, R, Python, English Communication, Danish Communication, Analytical Thinking, Stakeholder Management
Specialization
Requires several years of experience in the financial sector, specifically within Treasury or Markets functions. Candidates must possess strong analytical skills, proficiency in English and Danish, and ideally have programming skills in Excel, R, or Python.
Experience Required
Minimum 2 year(s)
Business Analyst at Beyond Bank Australia
Perth, Western Australia, Australia - Full Time
Skills Needed
Business Analysis, Stakeholder Engagement, Data Analysis, Project Management, Business Process Improvement, Facilitation, Documentation, Change Management, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Microsoft Teams, Microsoft Planner, Microsoft Visio, Leadership, Negotiation
Specialization
Candidates should have a strong understanding of banking and finance, along with experience in business process improvement and BABOK methodologies. Proficiency in Microsoft Office tools and strong leadership skills are also required.
Experience Required
Minimum 2 year(s)
Content Creator at Heritage Bank Limited
Dubai, Dubai, United Arab Emirates - Full Time
Skills Needed
N/A
Work Health and Safety Coordinator at Beyond Bank Australia
Perth, Western Australia, Australia - Full Time
Skills Needed
Whs Coordination, Incident Management, Hazard Management, Risk Reporting, Audit Tracking, Stakeholder Communication, Policy Development, Record Keeping, Organizational Skills, Protecht, Administrative Support, Discretion
Specialization
Requires experience in a WHS coordination role or a strong administrative background with an interest in Work Health and Safety. Candidates must possess excellent attention to detail, strong organizational skills, and the ability to build positive working relationships.
Experience Required
Minimum 2 year(s)
Marketing Manager at Daily Bread Food Bank
Toronto, Ontario, Canada - Full Time
Skills Needed
Project Management, Integrated Marketing, Brand Management, Vendor Management, Graphic Design Oversight, Visual Storytelling, Video Production, Event Marketing, Budget Management, Strategic Thinking, Creative Direction, Stakeholder Collaboration, Communication, Accessibility Standards, Multi Channel Campaign Execution
Specialization
Requires 5+ years of experience in marketing, communications, or brand management with a post-secondary degree in a related field. Proven expertise in multi-channel campaigns, vendor management, and visual content creation is essential.
Experience Required
Minimum 5 year(s)
Accounts Payable Specialist at British Business Bank
Berlin, Berlin, United Kingdom - Full Time
Skills Needed
N/A
Premium Guest Host at Bankstown Sports Club
Australia, Alaska, Australia - Full Time
Skills Needed
N/A
Team Lead Customer Relations at Sparda Bank Berlin eG
Berlin, Berlin, Germany - Full Time
Skills Needed
N/A
Senior Solution Architect at Beyond Bank Australia
Sydney, New South Wales, Australia - Full Time
Skills Needed
N/A
Assistant Relationship Manager at Emirates Islamic Bank
Dubai, Dubai, United Arab Emirates - Full Time
Skills Needed
N/A
Customer Support Executive at The Co-operative Bank
Dubai, Abu Dhabi, United Kingdom - Full Time
Skills Needed
N/A
Financial Controller at Grafton Banks Limited
United Kingdom, British Columbia, United Kingdom - Full Time
Skills Needed
N/A
Facilities Manager at Bankstown Sports Club
Australia, Saxony, Australia - Full Time
Skills Needed
N/A
Financial Advisor at Nicolet National Bank
Iowa City, Iowa, United States - Full Time
Skills Needed
Financial Planning, Investment Strategy, Client Relationship Management, Asset Allocation, Portfolio Rebalancing, Risk Profiling, Microsoft Excel, Leadership, Delegation, Communication Skills, Interpersonal Skills, Organizational Skills, Multi Tasking, Compliance, Due Diligence, Wealth Management
Specialization
Candidates must have a bachelor's degree in a related field and hold FINRA SIE, Series 7, 65, and 66 licenses, along with CFP certification. A minimum of 5 years of experience is required, with a preference for those with extensive industry tenure.
Experience Required
Minimum 10 year(s)
Teller- UAEN only at Emirates Islamic Bank
Abu Dhabi, Abu Dhabi Emirate, United Arab Emirates - Full Time
Skills Needed
Cash Management, Customer Service, Financial Transactions, Operational Risk Control, Compliance, Cash Control Procedures, Security Custodianship, Teamwork
Specialization
Candidates must be UAE Nationals (UAEN) capable of performing accurate financial transactions and managing securities. The role requires a commitment to continuous training and the ability to contribute to branch sales targets.
Financial Controller at Grafton Banks Limited
London - England, London - England, United Kingdom - Full Time
Skills Needed
N/A
Commercial Loan Portfolio Manager at Sterling Federal Bank
Sterling, Illinois, United States - Full Time
Skills Needed
Credit Analysis, Risk Management, Underwriting, Financial Statement Analysis, Portfolio Management, Loan Servicing, Accounting Principles, Tax Principles, Cash Flow Analysis, Compliance, Problem Solving, Analytical Skills
Specialization
Candidates need a combination of education and experience, ranging from a high school diploma with 7+ years to a bachelor's degree with 1-3 years of credit/lending experience. Proficiency in credit underwriting and the ability to analyze financial statements and tax returns are required.
Experience Required
Minimum 2 year(s)
Work Health and Safety Coordinator at Beyond Bank Australia
Melbourne, Victoria, Australia - Full Time
Skills Needed
Whs Coordination, Incident Management, Hazard Management, Risk Reporting, Audit Tracking, Stakeholder Communication, Policy Development, Record Keeping, Organizational Skills, Protecht, Administrative Support, Discretion
Specialization
Requires experience in a WHS coordination role or a strong administrative background with a desire to grow in the field. Candidates must possess excellent attention to detail, strong organizational skills, and the ability to build positive working relationships.
Experience Required
Minimum 2 year(s)
Procurement & Commercial Value Lead at Beyond Bank Australia
Adelaide, South Australia, Australia - Full Time
Skills Needed
N/A