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BankStar Financial Logo
BankStar Financial

Brookings, South Dakota

LGIM America

Chicago, Illinois

NEW! NEW!
Arbor Biotechnologies

Cambridge, Massachusetts

DACAR Tech LLC

Deerfield, Illinois

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Capstone Financial Advisors

Downers Grove, Illinois

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Capstone Financial Advisors

Downers Grove, Illinois

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AccountingDepartment.com

Nationwide

BORDEAUX SPILLANE AND ZAHUL CPA PA

WELLINGTON, Florida

Travelers

Centennial-Denver-Geddes, Colorado

OSM Worldwide

Glendale Heights, Illinois

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Costa Law Group, P.C.

Wellesley, Massachusetts

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Babb Financial Group

Flagstaff, Arizona

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LifeSouth Community Blood Centers

Gainesville, Florida

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Superior Planning, Inc.

San Diego, California

Ardagh Metal Packaging

Chicago , Illinois

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Interior Exterior Building Supply

New Orleans, Louisiana

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MBM Wealth Consultants

Chesterfield, Missouri

Forum Financial Management

Lincolnshire, Illinois

Pittman & Brooks PC

Portland, Oregon

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OMS National Insurance Company

Schaumburg, Illinois

Delta Financial Advisors Inc.

Kensington, Maryland

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Investment Portfolio Manager
Duties & Responsibilities: Daily, monthly, and quarterly monitoring of clients' portfolios. Ensure the Investment Statement has been completed and signed by client. Ensure the Investment Objective of each portfolio is functioning within established parameters. Manage monthly distributions/contributions for each portfolio. Initiate rebalancing as appropriate to facilitate portfolio management are operating within established parameters and risk tolerances. Oversee performance reporting software which reflects independent investment returns for those clients utilizing the service. Evaluate current and prospective portfolios for clients needing a more in-depth review. Review the portfolio constru


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