Manages the company's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Studies and monitors investment performance and trends that may impact the portfolio. Requires a bachelor's degree. Typically reports to a head of a unit/department. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. Typically requires 4 to 7 years of related experience.
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Job Description. Callahan Financial Planning. is seeking to hire an. Investment Portfolio Manager. This role is. responsible for providing investment oversight and management for the. clients of Callahan Financial Planning. The contributions of this role. span a spectrum of duties including providing investment allocation. direction to financial planners, approving portfolio targets and. restraints, performing research, guiding security selection...