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Portfolio Manager
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Thoreson Steffes Trust Co
Fargo, North Dakota, United States
(on-site)
Posted 16 hours ago
Portfolio Manager
Share Print Call Us
Thoreson Steffes Trust Co
Fargo, North Dakota, United States
(on-site)
Job Type
Full Time
Job Duration
Indefinite
Salary
$130,000.00 - $200,000.00
Industry
Private Wealth Management Firm/Family Office/Trusts
Min Experience
3-5 Years
Min Education
Bachelors
Required Travel
0-10%
Salary - Type
Yearly Salary
Portfolio Manager

The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Portfolio Manager
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.

Description

The Senior Portfolio Manager will lead the development of investment strategies, manage client portfolios, and serve as a key member of the Investment Committee. This role combines direct client engagement, research, and construction of multi-asset class portfolios to deliver tailored, tax-efficient investment solutions. The Senior Portfolio Manager will also mentor team members and collaborate with advisors and planning professionals to provide excellence in portfolio management and client service.  If you enjoy a close-knit team dedicated to the stewardship of clients' financial resources, consider a change!



Requirements

The ideal candidate is a client-focused CFA or CFA Level II candidate with expertise in asset allocation, portfolio construction, and risk management in a private wealth environment. Individual equity experience is preferred.  Compensation includes base salary, bonus and ownership opportunities.

Job ID: 81194107
Thoreson Steffes Trust Co
Banking / Accounting / Financial
Fargo , ND , US
Thoreson Steffes Trust Company is an independently owned, state-chartered trust firm headquartered in Fargo, North Dakota. Founded on the belief that exceptional wealth and fiduciary services begin with a trusted conversation, the firm serves a select group of individuals and families across the country. With more than half a billion dollars in assets under management, Thoreson Steffes delivers a full suite of services, including investment management, trust administration, wealth transfer and retirement planning, fiduciary ...
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Median Salary
Net Salary per month
$3,710
Median Apartment Rent in City Center
(1-3 Bedroom)
$963 - $2,563
$1,763
Safety Index
56/100
56
Utilities
Basic
(Electricity, heating, cooling, water, garbage for 915 sq ft apartment)
$88 - $320
$159
High-Speed Internet
$45 - $100
$58
Transportation
Gasoline
(1 gallon)
$3.03
Data is collected and updated regularly using reputable sources, including corporate websites and governmental reporting institutions.