| Portfolio Manager I Job Description |
 |
| The following is a full job description for Portfolio Manager I. Here are the requirements and responsibilities for Portfolio Manager I along with statistics. If after reading this page you determine that Portfolio Manager I is not the position you are looking for, you may want to try one of these similar titles: Portfolio Manager II, Investment Portfolio Manager, Property Manager, Portfolio Manager III, Business Intelligence Manager, Product Manager I, Information Technology Supervisor I, Data Science Manager, Assistant Property Manager III |
|
| Requirements and Responsibilities For Portfolio Manager I |
| Responsible for managing, evaluating, and monitoring investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Considers legal and tax impact of investment decisions. Monitors daily investment activities to be aware of market changes. Requires a bachelor's degree. May require National Association of Securities Dealers (NASD). Typically reports to senior management. Occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. Typically requires 2 -4 years of related experience. |
| |
|
| Also referred to as: Associate Portfolio Manager, Client Investment Portfolio Manager I |
|
| Similar Jobs: Portfolio Manager II, Investment Portfolio Manager, Property Manager, Portfolio Manager III, Business Intelligence Manager, Product Manager I, Information Technology Supervisor I, Data Science Manager, Assistant Property Manager III |
|
| Level of Education: Portfolio Manager I Salaries with No Diploma, Portfolio Manager I Salaries with a High School Diploma or Technical Certificate, Portfolio Manager I Salaries with an Associate's Degree, Portfolio Manager I Salaries with a Bachelor's Degree, Portfolio Manager I Salaries with a Master's Degree or MBA, Portfolio Manager I Salaries with a JD, MD, PhD or Equivalent |
|
|
| Industries: Business Services, Edu., Gov't. & Nonprofit, Financial Services, Insurance | |
