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View salary and benefits informationManages the securities, assets, and investment portfolios of a bank. Establishes investment policies to ensure financial activities are compliant with regulatory standards and requirements. Monitors and tracks financial markets, investment trends, and regulatory developments to implement successful investment strategies and recommends changes to manage risk and increase returns. Oversees and routinely assesses portfolio allocation to evaluate performance and alignment with investment objectives, strategies, and risk tolerance levels. Requires a bachelor's degree. Typically reports to a directo 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...
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...
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 managers. Requires a bachelor's degree. May require National Association of Securities Dealers (NASD). Typically reports to senior management. Work more...
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...
Responsible for managing, evaluating, and monitoring 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. Requires a bachelor's degree. May require National Association of Securities Dealers (NASD). Typically reports to senior management. Occasionally directed in several aspects of the work. Gaining more...
Responsible for managing, evaluating, and monitoring complex or high value investment portfolios in a banking environment. Reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Analyzes daily investment activities (domestic and international) to ensure the success of portfolios. Requires a bachelor's degree. May require National Association of Securities Dealers (NASD). Typically reports to senior management. Work is highly independent. May assume a team lead role for the work group. A specialist on complex technical more...
Manages the research and analysis of financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Implements policies and procedures to guide the analysis and evaluation of investment products and ensure investment activities comply with regulatory standards. Reviews economic data, financial metrics, and market conditions to evaluate financial models, forecasts, and investment strategies. Monitors and manages an organization's investment portfolio to ensure optimal performance and alignment with more...
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...
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