Investment Portfolio Manager, Sr. manages the research and analysis of financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Implements policies and procedures to guide the analysis and evaluation of investment products and ensure investment activities comply with regulatory standards. Being an Investment Portfolio Manager, Sr. reviews economic data, financial metrics, and market conditions to evaluate financial models, forecasts, and investment strategies. Monitors and manages an organization's investment portfolio to ensure optimal performance and alignment with investment objectives, strategies, and risk tolerance levels. Additionally, Investment Portfolio Manager, Sr. requires a bachelor's degree. Typically reports to a director. 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. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)
Job Overview
Engages in regular research and reading to stay apprised about the state of the economy, global financial markets and general current events.
Maintains current knowledge about financial products available to corporate and small business clients, including grants, loans and equity investments in general.
Works closely with WVJIT investment analyst to assess financial information and investment opportunities.
Presents investment opportunities and related analysis to the Board of Directors
Along with the Executive Director, manage the SSBCI and WVCAP program
Represent WVJIT as its board representatives with portfolio potential and uses this data to inform decisions and proposals.
Makes decisions about financial and investment opportunities on behalf of WVJIT
Develops relationship with clients and expands client network in professional and social settings.
Responsibilities
Experience
Resumes with a cover letter can be mailed to: Andy Zulauf, Executive Director West Virginia Jobs Investment Trust, 180 Association Drive, Northgate Business Park, Charleston, WV 25311 OR emailed to Wendy.L.McCoy@wv.gov or Courtney.B.Lewis@wv.gov. Further questions should be directed to : Andy Zulauf, Executive Director, WVJIT (304) 205-8184
Job Type: Full-time
Pay: $52,242.00 - $88,526.00 per year
Experience:
Ability to Commute:
Ability to Relocate:
Work Location: In person
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