The Portfolio Manager 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 Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Portfolio Manager may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Portfolio Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Portfolio Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
MassMutual of Eastern PA in Bethlehem, PA is seeking a dynamic and experienced Financial Advisor to join our team. The ideal candidate will play a key role in providing comprehensive financial planning and investment advisory services to our clients. If you are a motivated professional with a passion for helping individuals achieve their financial goals, we invite you to apply.
Benefits:
If you are a results-driven financial professional with a commitment to client success, we'd love to hear from you. Please submit your resume and a cover letter detailing your experience and approach to financial advising.
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0 Portfolio Manager jobs found in Allentown, PA area