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. Reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Being a Portfolio Manager III analyzes daily investment activities (domestic and international) to ensure the success of portfolios. Requires a bachelor's degree. Additionally, Portfolio Manager III may require National Association of Securities Dealers (NASD). Typically reports to senior management. The Portfolio Manager III work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Portfolio Manager III typically requires 7+ years of related experience.

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