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)
Excel Management Services is looking for a qualified Portfolio Manager candidate to manage multiple condominium and homeowner's associations in Ocean City, MD. Prior experience in condominium association management is preferred but other relevant abilities will be considered. The Portfoloio Manager will provide management, guidance, and leadership to ensure properties in the portfolio align with each association's and Excel's goals. This role requires excellent skills in property management, project management, time management, and customer service. Flexibility in working hours is necessary, including the ability to work nights and handle emergency situations.
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0 Portfolio Manager jobs found in Virginia Beach, VA area