The Portfolio Manager reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Being a Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Portfolio Manager may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Portfolio Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Portfolio Manager typically requires 2 -4 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.
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