Responsible for managing, evaluating, and monitoring investment portfolios in a banking environment. Analyzes daily investment activities (domestic and international) to ensure the success of portfolios. Requires a bachelor's degree and at least 5 years of experience in the field. May require NASD series 6, 7 and 63 licenses. Familiar with a variety of the field's concepts, practices, and procedures. Relies on extensive experience and judgment to plan and accomplish goals. Performs a variety of tasks. Leads and directs the work of others. A wide degree of creativity and latitude is expected. Typically reports to top management.
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