Client Investment Portfolio Manager II Jobs

The Client Investment Portfolio Manager II reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Being a Client Investment Portfolio Manager II monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Client Investment Portfolio Manager II may manage a team of portfolio manage ... s. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Client Investment Portfolio Manager II gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Client Investment Portfolio Manager II typically requires 2 -4 years of related experience. More
Show Less