Investment Portfolio Manager manages the company's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Being an Investment Portfolio Manager studies and monitors investment performance and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Portfolio Manager typically reports to a head of a unit/department. The Investment Portfolio Manager contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Portfolio Manager typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)
Department: Commercial Banking
REPORTS TO: Senior Commercial Banker
DUTIES AND RESPONSIBILITIES:
KNOWLEDGE REQUIRED:
High level of analytical and operational ability and a thorough working knowledge of the entire banking process.
Minimum level of preparation and training normally required by the job:
A bachelor’s degree in business, finance, economics, accounting, or equivalent job experience and / or equivalent course work in accounting, finance, etc. Demonstrated “apprentice” work, under the supervision of an experienced banker.
Additional Experience Preferred:
2 or more years as a Credit Analyst or related, applicable, experience.
As a bank employee, you are also responsible for following established policies and procedures related to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), OFAC, and the USA Patriot Act. This includes attending required training, reporting all suspicious activity to the BSA Compliance Officer and following policy / procedure as it pertains to your job responsibilities. Failure to follow established BSA /AML policies and procedures will result in disciplinary action that may include termination. In addition, each employee is to know Bank Policies and Procedures, as they pertain to their work area and ensure they follow and comply with all applicable laws and regulations.
Clear All
0 Investment Portfolio Manager jobs found in Albuquerque, NM area