7 portfolio manager jobs at 6 companies in Moberly, MO
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Portfolio Manager - Fixed Income
Columbia, Missouri, United States
$100k/yrOnsiteFull Time
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
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.
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.