Portfolio Manager I
Also referred to as: Portfolio Manager I
Requirements and Responsibilities
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 closely managed. Typically requires 0-2 years of related experience and a bachelor's degree.
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Years of Experience Education Level
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Level of Education:  Portfolio Manager I Salaries with No Diploma, Portfolio Manager I Salaries with a High School Diploma or Technical Certificate, Portfolio Manager I Salaries with an Associate's Degree, Portfolio Manager I Salaries with a Bachelor's Degree, Portfolio Manager I Salaries with a Master's Degree or MBA, Portfolio Manager I Salaries with a JD, MD, PhD or Equivalent
Categories:  Banking, Entry Level, Financial Services
Industries:  Business Services, Edu., Gov't. & Nonprofit, Financial Services, Insurance,
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