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
The Portfolio Manager/Consumer and Small Business Lender will perform a dual role of duties. It will serve as a key support function for the production officers of the Commercial Banking area and originate consumer/small business loans, promote consumer/small business banking institution and its lending and depository services of the community. This position will also focus on developing and maintaining commercial lending and depository relationships for the bank.
Specific Job Functions
Minimum Job Requirements
Equal Opportunity Employer/Veterans/Disabled
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0 Portfolio Manager jobs found in Monroe, LA area