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Portfolio manager Jobs in Thornton, CO

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Portfolio manager • thornton co

Last updated: 2 hours ago
  • Promoted
Associate Portfolio Advisor

Associate Portfolio Advisor

Northwestern Mutual - GROW Wealth PartnersDenver, CO, US
Full-time
GROW Wealth Partners is a leading financial services firm dedicated to delivering tailored investment solutions and superior client experiences. We specialize in financial planning, wealth managemen...Show moreLast updated: 25 days ago
Portfolio Manager

Portfolio Manager

United Software Group, Inc.Denver, CO, US
Full-time
Ohio based fast growing multi-national IT & Engineering Consulting Company, serving its Clients from last 20 years having staff strength of 2500 in 17 offices globally, operating across 8 countries...Show moreLast updated: 30+ days ago
Portfolio Sales Manager - SME - Denver

Portfolio Sales Manager - SME - Denver

ConveraDenver, CO, US
Full-time
Portfolio Sales Manager - SME - Denver.Want to be part of a transformation journey with a company that feels like a start-up but already has a successful business with a significant runway for stro...Show moreLast updated: 30+ days ago
Strategic Portfolio analyst

Strategic Portfolio analyst

Acme IncDenver, CO, US
Full-time
Experience 5+ years Oil and Gas with 2+ years minimum work experience within a resource play focused subsurface team as a reservoir engineer. Experience (2 + years) performing economic evaluations o...Show moreLast updated: 30+ days ago
Sr. Commercial Portfolio Manager

Sr. Commercial Portfolio Manager

MRI SpokaneDenver, CO, US
Full-time
Senior Commercial Portfolio Manager.Commercial Bankers to deliver outstanding solutions to our clients.Bankers and will support the teams in client meetings. Partner with Commercial Bankers on new d...Show moreLast updated: 30+ days ago
  • Promoted
Senior Commercial Portfolio Manager

Senior Commercial Portfolio Manager

Fortis Private BankDenver, CO, US
Full-time
The Senior Commercial Portfolio Manager will manage a portfolio of commercial credits and partner closely with Commercial Bankers to deliver outstanding solutions to our clients.This individual is ...Show moreLast updated: 30+ days ago
Senior Portfolio Manager

Senior Portfolio Manager

MidWestOne BankDenver, CO, US
Full-time
At MidWestOne, our people are number one in everything we do.We are a community bank with a culture based on integrity and customer care. The people on our team are the foundation of our success.If ...Show moreLast updated: 30+ days ago
Grade Control Portfolio Manager

Grade Control Portfolio Manager

TrimbleCO, Westminster, US
Full-time
Grade Control Portfolio Manager.As a Portfolio Manager within Caterpillar Trimble Control Technologies (CTCT), you will have a passion for ensuring that grade control customers are supported in all...Show moreLast updated: 8 days ago
Asset Based Lending Portfolio Manager III

Asset Based Lending Portfolio Manager III

Bank of TexasDenver, CO, US
Full-time
BOK Financial provides a comprehensive suite of financial and investment solutions for businesses, organizations, municipalities, and nonprofits. For over 100 years, we have been dedicated to helpin...Show moreLast updated: 6 days ago
  • New!
Portfolio Manager

Portfolio Manager

East West HospitalityDenver, CO, US
Full-time
High School diploma or equivalent required.Association or resort operations management experience preferred.Preferred candidate will have CAM license and CAI credentials or must be capable of obtai...Show moreLast updated: 5 hours ago
Refinery, Senior Portfolio Manager

Refinery, Senior Portfolio Manager

WorleyDenver, CO, USA
Full-time
Job Description - Refinery, Senior Portfolio Manager (DEN006U) : .Worley is a global professional services company of energy, chemicals and resources experts headquartered in Australia.Right now, we’...Show moreLast updated: 18 days ago
Portfolio Manager II Commercial Real Estate / Hybrid work

Portfolio Manager II Commercial Real Estate / Hybrid work

Umb Bank NaDenver, Colorado, USA
Full-time
The Portfolio Manager II Real Estate Group role is tasked with executing all portfolio management activities for monitoring identifying and managing the credit risk of the CRE portfolio which gene...Show moreLast updated: 3 days ago
  • New!
Portfolio Consultant - Audi Flatirons

Portfolio Consultant - Audi Flatirons

Kuni Front Range MotorsBroomfield, Colorado, USA
Full-time
Holman is a family-owned global automotive services organization anchored by our deeply rooted core values and principles that have enabled us to continue Driving Whats Right throughout the last ce...Show moreLast updated: 20 hours ago
Portfolio Manager, Portfolio Management

Portfolio Manager, Portfolio Management

GenZJobsBroomfield, CO, United States
Full-time
What it's aboutThe Portfolio Management business unit is responsible for the strategic steering and portfolio management of the private market investment mandates of Partners Group.The group furthe...Show moreLast updated: 30+ days ago
Portfolio Consultants

Portfolio Consultants

The Right ClickDenver, CO, US
Full-time
We are seeking a detail-oriented.In this role, you'll work closely with internal teams to collect, consolidate, and validate data from multiple sources, ensuring clean and accurate datasets are tra...Show moreLast updated: 7 days ago
Asset Based Lending Portfolio Manager III

Asset Based Lending Portfolio Manager III

BOK FinancialDenver, CO, US
Full-time
Relationship Management; Commercial Banking; Commercial Credit Underwriter; Lending.Pay Transparency Salary Range : .BOK Financial Corporation Group includes BOKF, NA. BOK Financial Securities, Inc.B...Show moreLast updated: 8 days ago
Portfolio Manager, Portfolio Management

Portfolio Manager, Portfolio Management

Partners GroupBroomfield, US
Full-time
The Portfolio Management business unit is responsible for the strategic steering and portfolio management of the private market investment mandates of Partners Group. The group furthermore supports ...Show moreLast updated: 18 days ago
  • Promoted
  • New!
Manager, Senior Portfolio Consultant

Manager, Senior Portfolio Consultant

Mercer AdvisorsDenver, CO, US
Full-time
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives.How? By integrating financial planning, investment management, tax, estate, insurance,...Show moreLast updated: 2 hours ago
Manager (Denver) - Portfolio & Asset Management

Manager (Denver) - Portfolio & Asset Management

Stan Johnson CompanyDenver
Full-time
Loan Portfolio Manager - Commercial Real Estate Finance.NORTHMARQ - WHERE THE BEST COME TO THRIVE.Northmarq is entering a new era, and a landmark career opportunity is waiting for you.Northmarq is ...Show moreLast updated: 30+ days ago
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Associate Portfolio Advisor

Associate Portfolio Advisor

Northwestern Mutual - GROW Wealth PartnersDenver, CO, US
25 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

About Us :

GROW Wealth Partners is a leading financial services firm dedicated to delivering tailored investment solutions and superior client experiences. We specialize in financial planning, wealth management and retirement distribution and pride ourselves on fostering a collaborative and innovative culture.

GROW Wealth Partners is partnered with Northwestern Mutual as it is a leading financial services company that provides financial planning services, life insurance, disability insurance, and long-term care insurance. Established in 1857, it is known for its mutual company structure, prioritizing policyholders over shareholders. With a strong emphasis on personalized financial strategies, the company combines expert advisors with digital tools to help clients achieve financial security and long-term growth.

GROW Wealth Partners also partners with Northwestern Mutual’s Private Client Group (PCG). PCG represents an elite community for advisors and firms that have the experience, expertise and tools to tailor advisory strategies and deliver best-in-class outcomes for clients.

Please learn more about us at www.rgafpg.com.

Role Overview :

We are seeking a highly skilled and motivated Chartered Financial Analyst (CFA) to join our team. The successful candidate will play a pivotal role in managing investment portfolios, conducting in-depth market research, and strengthening client relationships. This position requires a combination of analytical expertise, market insight, and interpersonal skills.

Key Responsibilities :

1. Portfolio Management

  • Oversee and optimize client portfolios to achieve stated investment objectives.
  • Perform asset allocation, rebalancing, and performance monitoring.
  • Develop investment strategies based on client goals, risk tolerance, and market conditions.

2. Investment Research

  • Conduct comprehensive research on securities, industries, and market trends.
  • Analyze financial statements, economic data, and market indicators to identify investment opportunities.
  • Prepare detailed research reports and presentations for internal and client use.
  • 3. Client Relations

  • Serve as a point of contact for firm clientele, ensuring excellent service delivery.
  • Communicate investment strategies, market updates, and portfolio performance effectively to clients.
  • Collaborate with clients to identify and address their evolving financial needs and goals.
  • Qualifications :

  • CFA designation desired or at minimum through CFA Level I.
  • Bachelor’s Degree in Finance, Economics, Business, or a related field (MBA preferred).
  • 5+ years of experience in portfolio management, investment research, or a related role.
  • Strong understanding of financial markets, investment products, and asset classes.
  • Proficient in financial modeling, analytical tools, and portfolio management software.
  • Exceptional communication and interpersonal skills.
  • Demonstrated ability to build and maintain client relationships.
  • Must be able to pass a basic background screening for the securities industry.
  • Preferred Certification Requirements, but required post-employment :

  • Securities Industry Essentials (SIE) certification required.
  • Series 7 and Series 63 or 66 certifications required.
  • Life, Accident, and Health Insurance certification.
  • Why Join Us?

  • Opportunity to work with a dynamic and experienced team of professionals.
  • Competitive salary and performance-based bonuses.
  • Comprehensive benefits package, including health insurance and retirement plans.
  • Commitment to professional development and growth opportunities.
  • Hybrid remote policy.
  • Application Process :

    Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and career achievements. Applications will be reviewed on a rolling basis.

    GROW Wealth Partners is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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