Also referred to as: Associate Portfolio Manager, Client Investment Portfolio Manager I
Requirements and Responsibilities

Portfolio Manager I is 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. Being a Portfolio Manager I considers legal and tax impact of investment decisions. Monitors daily investment activities to be aware of market changes. Additionally, Portfolio Manager I requires a bachelor's degree. May require National Association of Securities Dealers (NASD). Typically reports to senior management. The Portfolio Manager I occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Portfolio Manager I typically requires 2 -4 years of related experience.

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