Investment Portfolio Manager, Sr. manages the daily activities for a given section of the company's investment operations. Reviews investment operations policies and procedures and recommends changes to increase efficiency. Being an Investment Portfolio Manager, Sr. may require a bachelor's degree in area of specialty. Typically reports to a head of a unit/department. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial 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.
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