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)
ROLE SUMMARY:
Reporting to the Director of Client Portfolio & Relationship Management (CPRM), this role is responsible for serving as the primary point of contact for an assigned portfolio of CDMO clients. Clients may include external CDMO customers or internal Kindeva product customers. This role collaborates extensively with Quality Leads and Technical Process Engineers. The CPRM provides dedicated, cross-functional project management of operational activities that supports the product lifecycle within the manufacturing site. The role executes a client engagement model and governance, assures effective and routine open communications and relationship management discussions with internal Kindeva functional groups, as well as external client groups. The CPRM is responsible for supporting regular and routine performance management and business reviews. The role is vital to business and operational planning at the site and works to assure current client requests and support organizational needs. The person in this role integrates their understanding and knowledge of business plans and technical transfer translating into commercial supply. The CPRM also works as part of the team to review and execute continual process improvement methods for enhancing client satisfaction and business growth.
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