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

Portfolio Manager III is responsible for managing, evaluating, and monitoring complex or high value investment portfolios in a banking environment. Analyzes daily investment activities (domestic and international) to ensure the success of portfolios. Being a Portfolio Manager III requires a bachelor's degree. May require NASD series 6, 7 and 63 licenses. Additionally, Portfolio Manager III typically reports to top management. To be a Portfolio Manager III typically requires 4 to 7 years of related experience. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature.

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