VP Portfolio Manager

At First PREMIER Bank and PREMIER Bankcard, we’ve created a culture that emphasizes personal success, respect, health, and wellness, fun and giving back.

This is an environment where you will be rewarded, valued, and celebrated for your hard work.

We offer a robust and expanded package of health benefits, incentives, paid time off and growth and career advancement opportunities.

We celebrate our employees and show our appreciation with private concerts, outdoor bashes, cash and car giveaways and more! See some of our epic celebrations and employee recognitions.

Considered one of the nation’s strongest financial organizations, we’ve achieved our success by embodying the views and values of The PREMIER Way. From our CEOs to the newest hires, we all follow these shared views and values to guide us on how to treat our customers, co-workers and communities.

The PREMIER Way also serves as a roadmap on how to be successful inside and outside of the workplace.

We believe in investing in our employees, their families and our communities.

Job Description:

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

About the Role
Manages investment portfolios on behalf of individuals, business entities, foundations, endowments, and trusts, in accordance with each client’s investment policy and the guidelines of the Wealth Management department.

Combines portfolio oversight with client relationship development, investment strategy development and implementation, investment research, and regulatory compliance.

Job Duties and Responsibilities 


* Regularly reviews investment portfolios to ensure alignment with client objectives, risk tolerance, and investment preferences.

Applies discretion to adjust holdings and rebalances as needed to maintain compliance and performance.


* Analyzes macroeconomic data, collaborates with investment committees, and leverages financial modeling tools to develop and implement long-term investment strategies tailored to client goals and market conditions.


* Executes diversified investment plans across multiple asset classes, such as stocks, bonds, mutual funds, etc., to manage risk and optimize returns.

Applies asset allocation models, monitors market movements, and uses rebalancing tools to maintain diversification.


* Uses financial databases and reads industry reports to conduct targeted research on market sectors to support investment decisions.

Prepares research summaries and recommendations for internal review.


* Builds trusted relationships through client meetings, providing tailored investment advice, responding to inquiries with an excellent level of customer service, and participating in local events and volunteer activities.


* Tracks portfolio and model performance against benchmarks using performance analytic tools.

Identifies trends and opportunities to prepare summary reports and discusses results in team meetings or client ...