16 portfolio manager jobs at 11 companies in Fulton, MO
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Portfolio Manager
Jefferson City, Missouri, United States
OnsiteFull Time
Central BancompanyNASDAQ: CBC: Regional banking, commercial lending, and wealth management services provider.
7+ YOEBachelor's degree required; 7+ years in financial services client-facing role; ability to present complex investment topics; strong interpersonal and communication skills. CFA/CFP and graduate degree (MBA/MS Finance) preferred.
Missouri Department of Transportation: A state government supporting infrastructure and economic development projects through public financing and partnerships.
10+ YOEBachelor’s degree in finance, business administration, or related field; 10+ years in economic development, real estate development, and project management; experience with financing, feasibility analysis, and project leadership.
Missouri Department of Elementary and Secondary Education: State agency overseeing education programs and standards in Missouri.
10+ YOEBachelor's in finance or business required; Master’s preferred. 10+ years economic development experience with real estate and project management, strong financial analysis and public‑private partnership skills.
Shelter Insurance: Provides auto, home, and life insurance coverage to individuals.
5+ YOEBachelor's degree in an analytical field and 5–7 years of investment experience preferred. Requires fixed-income expertise, advanced Excel and Microsoft Office skills; MBA, CFA, and Bloomberg experience preferred.
Microsoft Excel, Microsoft Office, Bloomberg Investment System
Missouri Department of Transportation: A state government providing public services and managing public facilities.
5+ YOEBachelor’s degree and/or 5+ years of strategic real estate portfolio, property management, or related leadership experience; project management, staff supervision, executive communication, analytical, and reporting skills required.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Adobe Acrobat
Missouri Department of Transportation: A state government providing public administration and services to Missouri residents.
Knowledge of investment markets, economic theories, investment principles, and portfolio management; analytical, computer, communication, confidentiality, and relationship-building skills. Bachelor's degree in business, economics, finance, or related field preferred.
FCS Financial: Providing loans and financial services to Missouri's agricultural community.
5+ YOEBachelor's degree in agriculture, sales, finance, or related field; 5 years of related experience; 3–5 years of portfolio management experience; commercial lending, financial analysis, sales, and relationship management expertise.
Missouri Department of Elementary and Secondary Education: State agency overseeing education programs and standards in Missouri.
Knowledge of investment markets and portfolio principles, strong analytical and computer skills, familiarity with Bloomberg and API-driven spreadsheets, strong communication and confidentiality, bachelor’s degree preferred.
Financial Services Representative - State Farm Agent Team Member
Fulton, Missouri, United States
$42k-$62k/yrOnsiteFull Time
Don Woodson State Farm: Local insurance and financial services provider in Missouri.
3+ YOE3+ years in financial services, strong analytical and communication skills, consultative sales of financial products, portfolio management and financial reviews; FINRA Series 7 and 63 preferred, compliance knowledge.
First State Community Bank: Community-focused personal and business banking and financial services.
Bachelor's degree required. FINRA Series SEI, 7 & 66 and Life & Health Insurance license required or ability to obtain within 6 months. Client-facing, portfolio management, and financial planning skills.
Atlanta or Denver or Edwardsville or New York or Washington or Birmingham or Boston or Chattanooga or Chicago or Charleston or Dallas or Fort Lauderdale or Fort Worth or Houston or Jefferson City or Kansas City or Los Angeles or Miami or Nashville or Park City or Philadelphia or Phoenix or Raleigh or Seattle or San Francisco or Salt Lake City or St. Joseph or St. Louis or Wilmington
$75k-$95k/yrOnsiteFull Time
Polsinelli: Am Law 100 law firm providing comprehensive legal services.
5+ YOE5+ years IP docketing experience in a law firm; working knowledge of USPTO/PCT/international rules, MPEP/CFR; CPi and Microsoft Word/Excel/Outlook proficiency; strong attention to detail and portfolio management skills.
CPi, Microsoft Word, Microsoft Excel, Microsoft Outlook
Meier Agency: Sells supplemental health and life insurance products to businesses.
4+ YOEDevelop and deliver sales training, build a client portfolio through B2B cold calling, obtain insurance license, use CRM, and coach sales representatives.