Client Investment Portfolio Manager III

Client Investment Portfolio Manager III Jobs

What does a Client Investment Portfolio Manager III Do?

The Client Investment Portfolio Manager III analyzes daily investment activities (domestic and international) to ensure the success of portfolios. Responsible for managing, evaluating, and monitoring complex or high value investment portfolios in a banking environment. Being a Client Investment Portfolio Manager III may require NASD series 6, 7 and 63 licenses. Requires a bachelor's degree. In addition, Client Investment Portfolio Manager III typically reports to top management. Working as a Client Investment Portfolio Manager III typically requires 4 to 7 years of related experience. Contribu ... tes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. More
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