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)
Responsible for managing one of more functional areas of Portfolio Operations within a product led organization that include the following but not limited to
capital allocation, capital budget governance, operating budget governance, capacity management, vendor performance governance and contracts
management. Demonstrate the company’s core values of respect, honesty, integrity, diversity, inclusion and safety.
Under general supervision of a Portfolio Ops Manager and in conjunction with the Principal Portfolio Ops Manager, lead and direct activities related to one or more Portfolio Operations function while also building expertise in other functions.
Additional requirements/experience:
Job Types: Full-time, Contract
Salary: $45.00 - $50.00 per hour
Schedule:
License/Certification:
Ability to Commute:
Ability to Relocate:
Willingness to travel:
Work Location: Remote
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