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View salary and benefits informationManages 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...
Manages overall bank's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Measures and evaluates return on investment and trends that may impact the portfolio. Requires a bachelor's degree. Typically reports to a head of a unit/department. Manages subordinate staff in the day-to-day performance of their jobs.True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. Typically more...
The Investment Sales Manager - Bonds develops marketing and sales initiatives to increase profitability. Manages and leads a group of bond sales officers. Being an Investment Sales Manager - Bonds advises clients on investment options; monitors market conditions to maximize profits for customers and the institution. Oversees the buying and selling of government or corporate bonds and securities. In addition, Investment Sales Manager - Bonds requires a bachelor's degree in a related area. Typically reports to a director. The Investment Sales Manager - Bonds typically manages through subordinate more...
The Head of Investment Management oversees the research, evaluation and selection of investment vehicles and makes decisions to align the investment selections with the organization's goals and risk tolerance. Plans and directs all aspects of an organization's investment programs. Being a Head of Investment Management demonstrates expertise in a variety of the field's concepts, practices, and procedures. Requires a bachelor's degree. In addition, Head of Investment Management typically reports to top management. The Head of Investment Management manages a departmental function within a broader more...
Determines corporate cash requirements and maintains appropriate cash flow. Responsible for managing lockbox deposits and disbursements and wire transfer operations. Responsible for the secure and maximum use of corporate funds by working with banks and investment firms. May require a bachelor's degree. Typically reports to a director. Manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. Typically requires 5 years exper more...
Manages and implements an organization's policies and processes to control and maintain physical assets, including property, plant, vehicles, and equipment. Designs and implements systems that facilitate asset management. Develops methodologies for tracking asset lifecycle, inventory, locations, costs, and return on investment. Oversees the planning process for asset acquisition, replacement, and disposal. Leads cross-functional coordination activities to develop and maintain an accurate and complete asset information database used for reporting across the organization. Typically requires a ba more...
The Chief Investment Management Officer oversees the research, evaluation and selection of investment vehicles and makes decisions to align the investment selections with the organization's goals and risk tolerance. Plans and directs all aspects of an organization's investment programs. Being a Chief Investment Management Officer demonstrates expertise in a variety of the field's concepts, practices, and procedures. Requires a bachelor's degree. In addition, Chief Investment Management Officer typically reports to top management. The Chief Investment Management Officer manages a departmental f more...
The Client Investment Portfolio Manager III 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 Client Investment Portfolio Manager III may require NASD series 6, 7 and 63 licenses. Requires a bachelor's degree. In addition, Client Investment Portfolio Manager III typically reports to top management. Working as a Client Investment Portfolio Manager III typically requires 4 to 7 years of related experience. Contribu more...
The Client Investment Portfolio Manager I 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 a Client Investment Portfolio Manager I monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Client Investment Portfolio Manager I requires a bachelor's degree. Typically reports to top m more...
The Client Investment Portfolio Manager II 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 Client Investment Portfolio Manager II monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Client Investment Portfolio Manager II may manage a team of portfolio manage more...
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