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)
Who We Are
As an industry leader in national facilities services and management, Transblue is focused on providing incredible customer experiences to fulfill our vision of contributing to the causes we support, both locally and globally. We're an agile, engaged team fueled by being the best in industry service provider for every company that joins us in our mission to “Change the World.” In fact, we have been recognized #1 on the Puget Sound Business Journal Corporate Citizenship List in our category two years in a row. As a rapidly evolving company, we offer an environment where every team member is a key player in our success.
The Role
The Account Manager will support our national landscaping and lot sweeping operations. Specific responsibilities include working with our Director of Landscaping, establishing work standards, conducting site evaluations, budget control, troubleshooting/problem solving, client onboarding, training of support personnel, customer relations, and special project work as requested. This individual will also ensure that all managed services are being provided in a proper and cost-effective manner.
Responsibilities
Requirements
Job Type: Full-time
Pay: $90,000.00 - $105,000.00 per year
Benefits:
Experience level:
Schedule:
Work Location: In person
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0 Portfolio Manager jobs found in Everett, WA area