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)
Summary
This position will serve as a key support function for the production officers of the Commercial Banking area, focusing on developing and maintaining commercial lending and depository relationships for the Bank. The individual filling this position should be highly entrepreneurial and motivated, as this position should prepare them for success as a Commercial Banking leader within our organization.
Specific Job Duties
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Job Requirements
Equal Opportunity Employer/Veterans/Disabled
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