Portfolio Manager III

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Portfolio Manager III manages investment portfolios on behalf of clients or institutions to achieve specified financial objectives. Implements investment strategies based on market analysis, risk tolerance, and client goals. Being a Portfolio Manager III selects and monitors securities, including equities, bonds, fixed income, and alternative investments, to optimize portfolio performance. Conducts ongoing research and analysis of market trends, economic conditions, and asset classes. Additionally, Portfolio Manager III communicates portfolio performance and strategy updates to clients and stakeholders. Ensures compliance with investment policies, regulations, and fiduciary standards. Requires a bachelor's degree. Typically requires passing of the FINRA SIE and Series 79 Exam. Typically reports to a manager. The Portfolio Manager III work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Portfolio Manager III typically requires 4-7 years of related experience.