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Alternate job titles: Client Investment Portfolio Manager II

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 manag more...



Alternate job titles: Client Investment Portfolio Manager II | Portfolio Manager

Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Considers legal and tax impact of investment decisions. Monitors daily investment activities to be aware of market changes. May manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Gains exposure to so more...


Alternate job titles: Client Investment Portfolio Manager III | Senior Portfolio Manager

Responsible for managing, evaluating, and monitoring complex or high value investment portfolios in a banking environment. Analyzes daily investment activities (domestic and international) to ensure the success of portfolios. Requires a bachelor's degree. May require NASD series 6, 7 and 63 licenses. Typically reports to top management. Typically requires 4 to 7 years of related experience. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. more...


Alternate job titles: Associate Portfolio Manager | Client Investment Portfolio Manager I

Responsible for managing, evaluating, and monitoring investment portfolios comprise of bonds, securities, and equity funds in a banking environment. Reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Considers legal and tax impact of investment decisions. Monitors daily investment activities to be aware of market changes. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Works on projects/matters of limited complexity in a support role. Work is c more...



Alternate job titles: Corporate Investment Portfolio Manager | Corporate Investment Strategy Manager

Manages the company's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Studies and monitors investment performance and trends that may impact the portfolio. Requires a bachelor's degree. Typically reports to a head of a unit/department. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. Typically requires 4 to 7 years of related experience. more...


Alternate job titles: Client Investment Portfolio Manager III

The Senior Portfolio Manager analyzes daily investment activities (domestic and international) to ensure the success of portfolios. Responsible for managing, evaluating, and monitoring complex or high value investment portfolios in a banking environment. Being a Senior Portfolio Manager may require NASD series 6, 7 and 63 licenses. Requires a bachelor's degree. In addition, Senior Portfolio Manager typically reports to top management. Working as a Senior Portfolio Manager typically requires 4 to 7 years of related experience. Contributes to moderately complex aspects of a project. Work is gene more...



Alternate job titles: Client Investment Portfolio Manager I

The Associate 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 investment portfolios comprise of bonds, securities, and equity funds in a banking environment. Being an Associate Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Associate Portfolio Manager requires a bachelor's degree. Typically reports to top management. Requires Chartered more...


Alternate job titles: Corporate Investment Strategy Manager

The Corporate Investment Portfolio Manager reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Manages the company's investment portfolio. Being a Corporate Investment Portfolio Manager requires a bachelor's degree. Studies and monitors investment performance and trends that may impact the portfolio. In addition, Corporate Investment Portfolio Manager typically reports to a head of a unit/department. Being a Corporate Investment Portfolio Manager contributes to moderately complex aspects of a pro more...


Alternate job titles: Corporate Investment Portfolio Senior Manager | Corporate Investment Strategy Senior Manager

Manages the daily activities for a given section of the company's investment operations. Reviews investment operations policies and procedures and recommends changes to increase efficiency. May require a bachelor's degree in area of specialty. Typically reports to a head of a unit/department. 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. Capable of resolving escalated issues arising from operations and re more...



Alternate job titles: Certified Property Manager | Residential and Commercial Property Operations Manager

The Real Estate Portfolio Property Manager directs the buying, selling, and leasing of properties in the portfolio. Maintains a portfolio of properties. Being a Real Estate Portfolio Property Manager evaluates records for accuracy, completeness, and compliance with policies. Provides information on operating costs as well as the annual budget for the properties. In addition, Real Estate Portfolio Property Manager may manage commercial, industrial, or residential properties. Requires a bachelor's degree. Typically reports to top management. The Real Estate Portfolio Property Manager manages sub more...


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