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)
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DUTIES AND RESPONSIBILITIES
The Portfolio Manager is responsible for conducting financial analysis of credit for loan requests as well as assisting Bank Officers by performing the following duties.
The incumbent will:
Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job.
Note: Additional duties and responsibilities may be assigned
MINIMUM QUALIFICATIONS
PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS
The physical requirements and environmental conditions of this position consist primarily of:
EOE/AA
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