Top 14 Portfolio manager Jobs in Lehi Ut

Portfolio Servicing Manager
Decker Retirement Planning Inc. —Lehi, UT
- $60,000 - $68,000 a year
- Full-time
- Microsoft Excel
- PMP
- Customer service
- Health savings account
- Health insurance
Quick Apply
2d
Portfolio Manager III
Altabank —Lehi, UT
- Extended hours
- Microsoft Word
- Microsoft Excel
- Office
- Profit sharing
- Health savings account
Portfolio Manager II
Altabank —American Fork, UT
- Extended hours
- Microsoft Word
- Microsoft Excel
- Writing skills
- Profit sharing
- Health savings account
12d
CRE Portfolio Manager III
Altabank —American Fork, UT
- Extended hours
- Microsoft Word
- Microsoft Excel
- Office
- Profit sharing
- Health savings account
1d
Commercial Portfolio Manager
Banterra Bank —Cottonwood Heights, UT
- $85,167 - $110,717 a year
- Hybrid work
- 5 years
- Computer literacy
- Writing skills
- Paid training
- Health insurance
Quick Apply
AVP Portfolio Manager II
Bank of Utah —Orem, UT
- Monday to Friday
- Microsoft Word
- Bachelor of Science
- Research
- Paid parental leave
- Paid holidays
Quick Apply
Associate Commercial Portfolio Manager
Fortis Bank —Midvale, UT
- $90,000 - $100,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Research
Quick Apply
Commercial Account Manager - Portfolio Analyst (in-office) - Midvale, UT
Zions First National Bank —Midvale, UT
- Monday to Friday
- Mid-level
- Office
- Administrative experience
- Profit sharing
- Paid training
12d
Commercial Portfolio Management Team Lead
Fortis Bank —Midvale, UT
- $120,000 - $140,000 a year
- CPA
- Office
- 3 years
Quick Apply
Portfolio Product Manager
Amphenol CIT —United States
- $140,000 - $180,000 a year
- Full-time
- Microsoft Excel
- 5 years
- Engineering
- Health savings account
- Paid holidays
Quick Apply

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CRE Portfolio Manager III
Altabank —American Fork, UT
Lead projects that will consist primarily of credit administration issues and may relate to possible changes in policies and procedure, possible changes as a…
1d
Portfolio Manager III
Altabank —Lehi, UT
Lead projects that will consist primarily of credit administration issues and may relate to possible changes in policies and procedure, possible changes as a…

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Portfolio Manager, International Equity
State Teachers Retirement System of Ohio —Columbus, OH
Conduct timely portfolio analysis and management to support development and implementation of STRS Ohio’s investment strategies with a goal of meeting the long-…
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Investment Analyst, Enterprise Portfolio Management
Nationwide —Columbus, OH
Education: Bachelor’s degree in finance, economics, or a related field. Actively engage and debate how such changes create risks that could impact future…
9d

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portfolio manager jobs near lehi ut

Portfolio Servicing Manager

Decker Retirement Planning Inc.
Lehi, UT

Quick Apply

Job Details

Full-time
$60,000 - $68,000 a year
2 days ago

Benefits

Health savings account
401(k) 3% Match
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Professional development assistance
Life insurance
Prescription drug insurance

Qualifications

Microsoft Excel
PMP
Customer service
Financial reporting
Spreadsheets
English
Microsoft Office
Attention to detail
Critical thinking
Grammar Experience

Full Job Description

Job Overview:
This role partners with financial advisors to service client retirement and distribution plans. Responsibilities include calculating annual returns, preparing distribution schedules, updating client records, and processing required documentation with a high level of accuracy and professionalism.

Education:

Bachelor's Degree preferred but not required

Knowledge:
Clerical - Knowledge of administrative and clerical procedures and systems such as word processing and excel, managing files and records, transcription, designing forms, and other office procedures and terminology.

Customer Service - Knowledge of principles and processes for providing high level customer services, especially professionalism. This includes assessment of customer needs, meeting and/or exceeding quality standards for services, and evaluation of customer satisfaction.

English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

Administration and Management - Knowledge of business and management principles involved in strategic planning, resource allocation, leadership technique, production methods, and coordination of people and resources.
Mathematics – Understanding of financial projections and time value of money.

Skills:

Basic Skills

Microsoft Excel – Must be able to work with complex spreadsheets.
Client distribution processing.
Financial data analysis.
Workflow tracking & deadlines.
Cross-team communication.
Active Learning- Understanding the implications of new information for both current and future problem-solving and decision-making.
Active Listening- Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Critical Thinking- Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Learning Strategies- Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things.
Mathematics - Using mathematics to solve problems.
Reading Comprehension- Understanding written sentences and paragraphs in work related documents.
Speaking- Talking to others to convey information clearly.
Writing- Communicating effectively and professionally in writing as appropriate for the needs of the audience.

Social Skills

Coordination- Adjusting actions in relation to others' actions.
Negotiation- Bringing others together and trying to reconcile differences.
Persuasion- Persuading others to change their minds or behavior.
Service Orientation- Actively looking for ways to help people.
Social Perceptiveness- Being aware of others' reactions and understanding why they react as they do.

Complex Problem-Solving Skills

Complex Problem Solving- Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.

Communication

Contact with Others
Electronic Mail
Letters and Memos
Telephone

Tasks

Meet monthly and weekly goals and deadlines for the department.
Make any necessary changes to client’s retirement plans
Create necessary paperwork and ensure accuracy of deliverables

Other tasks and duties as needed.

Job Type: Full-time

Pay: $60,000.00 - $68,000.00 per year

Benefits:

401(k)
401(k) 3% Match
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Prescription drug insurance
Professional development assistance
Vision insurance

Experience:

Microsoft Office: 1 year (Preferred)

Ability to Commute:

Lehi, UT (Required)

Ability to Relocate:

Lehi, UT: Relocate before starting work (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

portfolio manager jobs in lehi ut

Portfolio Servicing Manager

Portfolio Manager III

Portfolio Manager II

CRE Portfolio Manager III

Commercial Portfolio Manager

AVP Portfolio Manager II

Associate Commercial Portfolio Manager

Commercial Account Manager - Portfolio Analyst (in-office) - Midvale, UT

Commercial Portfolio Management Team Lead

Portfolio Product Manager

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