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Position Title: Portfolio Manager III
Reports To: Chief Investment Officer
FLSA Status: Exempt
Department: Investments
Summary
The Portfolio Manager III collaborates with the Investment Team, Trading Team, and our Wealth Advisor Team to manage client investment portfolios. Principle duties include maintaining investment models, rebalancing portfolios, leading project level reviews, and participating in the firm's Investment Committee. The responsibilities include managing our portfolio management software system, identifying, and initiating rebalancing for new accounts and those that have drifted outside of the parameters set by the Investment Committee, and providing guidance and working with wealth advisors to migrate client portfolios closer to firm models. In addition, this individual will actively participate in the communication of investment strategies and/or changes to positions and strategies to clients in conjunction with the wealth advisors.
Client Responsibilities
This role meets with clients on a periodic basis or as requested by the wealth advisor.
Team Responsibilities
Firm Responsibilities
Degrees and Designations
Experience Requirement
Skills Required
Supervisory Responsibilities
Future supervisory responsibilities are available for this position
Full Time
$121k-172k (estimate)
03/27/2024
04/01/2024
cadencebanking.com
Tuscaloosa, AL
100 - 200
The job skills required for Portfolio Manager III include Portfolio Management, Futures, Communication Skills, CFA, Trading, etc. Having related job skills and expertise will give you an advantage when applying to be a Portfolio Manager III. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Portfolio Manager III. Select any job title you are interested in and start to search job requirements.