Senior Portfolio Analyst

Location: Sioux Falls, SD 
Shift: M-F 8am-5pm
Job Status: Full-Time
Company: First PREMIER Bank

About the Role
This role is responsible for supporting investment management in the Wealth Management department.

Follows fiduciary and prudent investor guidelines to assist in creating, monitoring and maintaining the Wealth Management guidelines.

Demonstrates and implements our investment strategy to all internal and external customers.

Supports the company's mission by maintaining a high-level of customer service through retaining and expanding existing business and developing new customer relationships.

Job Duties and Responsibilities 


* Essential duties and responsibilities include the following.

Other duties may be assigned.
+ Responsible for investment support to the Portfolio Managers.
+ Effectively communicate investment recommendations with account holders and beneficiaries.
+ Select investments consistent with account objectives and beneficiary needs.
+ Comply with trust documents and investment policy language.
+ Analyze and purchase individual stocks and bonds as delegated by Portfolio Managers.
+ Present investment information at client meetings, including performance results.
+ Aid in the preparation of requests for proposals and other internal or external meeting documents.
+ Assist with the valuation of closely held assets in fiduciary accounts as needed.
+ Business development through client meetings and contact with referral sources, including private banking, business banking, centers of influence, etc.
+ Participates in discussions in strategic meetings to discuss investment initiatives and pipeline calls.

Skills and Qualifications 


* Strong analytical skills are crucial for evaluating financial data, developing strategies, and making informed investment decisions.


* Excellent communication and interpersonal skills are needed to build trust with clients, explain complex concepts, and maintain strong client relationships.


* Given the need to manage detailed account information and track performance, attention to detail and strong organizational skills are vital.


* The ability to analyze situations, assess risks, and make sound investment decisions is crucial.


* A bachelor's or master's degree in a relevant field such as Finance, Economics, Business Administration, or a related area is required.


* Obtaining certifications like the Certified Financial Planner™ (CFP®) or Chartered Financial Analyst (CFA) are preferred.


* 2 years or more relevant experience in investment management, financial markets, portfolio management, or a related field.

Competitive Benefits Package


* Full medical benefits when working 20+ hours per week


* Traditional and High-Deductible health plan options available


* FREE dental and vision coverage


* Generous Paid Time Off plans


* 401(k) ...