Investment Portfolio Manager, Sr. manages the daily activities for a given section of the company's investment operations. Reviews investment operations policies and procedures and recommends changes to increase efficiency. Being an Investment Portfolio Manager, Sr. may require a bachelor's degree in area of specialty. Typically reports to a head of a unit/department. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)
At ServisFirst, Our Name is Our Mission.
DUTIES AND RESPONSIBILITIES
The Portfolio Manager is responsible for conducting financial analysis of credit for loan requests as well as assisting Bank Officers by performing the following duties.
The incumbent will:
Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job.
Note: Additional duties and responsibilities may be assigned
MINIMUM QUALIFICATIONS
PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS
The physical requirements and environmental conditions of this position consist primarily of:
EOE/AA
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