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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...
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 Corporate Investment Strategy Senior Manager reviews investment operations policies and procedures and recommends changes to increase efficiency. Manages the daily activities for a given section of the company's investment operations. Being a Corporate Investment Strategy Senior Manager typically reports to a head of a unit/department. May require a bachelor's degree in area of specialty. The Corporate Investment Strategy Senior Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect more...
The Corporate Investment Portfolio Senior Manager reviews investment operations policies and procedures and recommends changes to increase efficiency. Manages the daily activities for a given section of the company's investment operations. Being a Corporate Investment Portfolio Senior Manager typically reports to a head of a unit/department. May require a bachelor's degree in area of specialty. The Corporate Investment Portfolio Senior Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that aff more...
The Real Estate Investment Scouting Senior Manager investigates potential property acquisitions or dispositions. Manages the research, analysis, and negotiating activities required to assess opportunities for acquiring additional locations, land, or buildings. Being a Real Estate Investment Scouting Senior Manager monitors market trends and competitor activities. Performs or facilitates inspections and assessments of possible property acquisitions. In addition, Real Estate Investment Scouting Senior Manager structures and negotiates purchase or leasing agreements. Requires a bachelor's degree more...
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...
Responsible for the evaluation of investment activities such as short-term debt securities, long-term equity, investment projects and objectives. Analyzes investment opportunities and recommends investments as appropriate. May help to evaluate stock investment and major projects for high-level analysis. Requires a bachelor's degree. Typically reports to a supervisor or manager. 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...
Invests in and sells short-term securities, including commercial paper to meet short-term investment and financing needs. Tracks market rates, sets rates to be paid, and the daily quantity to be sold. Prepares periodic investment reports. Requires a bachelor's degree. Typically reports to a manager. A specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. Typically requires 7+ years of related experience. more...
The Investment Trading Analyst analyzes investment opportunities and recommends investments as appropriate. Responsible for the evaluation of investment activities such as short-term debt securities, long-term equity, investment projects and objectives. Being an Investment Trading Analyst requires a bachelor's degree. May help to evaluate stock investment and major projects for high-level analysis. In addition, Investment Trading Analyst typically reports to a supervisor or manager. Being an Investment Trading Analyst contributes to moderately complex aspects of a project. Work is generally in more...
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