Also referred to as: Associate Portfolio Manager, Client Investment Portfolio Manager I
Requirements and Responsibilities

Portfolio Manager I is responsible for managing, evaluating, and monitoring investment portfolios comprise 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. Being a Portfolio Manager I considers legal and tax impact of investment decisions. Monitors daily investment activities to be aware of market changes. Additionally, Portfolio Manager I requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. The Portfolio Manager I works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Portfolio Manager I typically requires 0-2 years of related experience.

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