Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Considers legal and tax impact of investment decisions. Monitors daily investment activities to be aware of market changes. May manage a team of portfolio managers. Requires a bachelor's degree. May require National Association of Securities Dealers (NASD). Typically reports to senior management. Work ...is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. Typically requires 4 -7 years of related experience.More Show Less
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The Portfolio Manager makes investment decisions on portfolios for affluent to high net worth individuals and small/mid-sized institutions. It is required that the candidate communicate and actively participate in the investment philosophy and processes, including large cap core equity stock selection, domestic fixed income security selection, asset allocation and diversifying manager analysis. Responsibilities. The portfolio manager should have ...
