Portfolio Manager II
Also referred to as: Portfolio Manager II
Requirements and Responsibilities
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. . Gaining exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Typically requires 2 -4 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 II Salaries with No Diploma, Portfolio Manager II Salaries with a High School Diploma or Technical Certificate, Portfolio Manager II Salaries with an Associate's Degree, Portfolio Manager II Salaries with a Bachelor's Degree, Portfolio Manager II Salaries with a Master's Degree or MBA, Portfolio Manager II Salaries with a JD, MD, PhD or Equivalent
Categories:  Banking, Financial Services
Industries:  Business Services, Edu., Gov't. & Nonprofit, Financial Services, Insurance,
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