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)
Description
The Assistant Asset Portfolio Specialist will be responsible for supporting Asset Managers, Senior Asset Managers, as well as members of other Divisions (e.g., BIIC) involved in the equipment management function, with all aspects of administrative work related to asset return, repossession, remarketing and resale. Additional responsibilities include tracking, organizing and reporting on data and information on AmurEF’s asset management activities. The key objective of this position is to support AmurEF’ growth, profitability and process efficiency goals through a focus on maximizing recoveries and minimizing expenses on equipment sales.
Requirements
Major Duties and Responsibilities
Asset Recovery and Remarketing
Reporting & Research
Customer Service
Skills and Abilities
Education and Training Guidelines
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0 Portfolio Manager jobs found in Lincoln, NE area