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

Portfolio Manager II is 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. Being a Portfolio Manager II considers legal and tax impact of investment decisions. Monitors daily investment activities to be aware of market changes. Additionally, Portfolio Manager II may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. The Portfolio Manager II gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be a Portfolio Manager II typically requires 2 -4 years of related experience.

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