Client Investment Portfolio Manager I Jobs

The Client Investment Portfolio Manager I 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 investment portfolios comprise of bonds, securities, and equity funds in a banking environment. Being a Client Investment Portfolio Manager I monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Client Investment Portfolio Manager I requires a bachelor's degree. Typically reports to top m ... anagement. Requires Chartered Financial Analyst (CFA) Level 1. Being a Client Investment Portfolio Manager I works on projects/matters of limited complexity in a support role. Work is closely managed. Working as a Client Investment Portfolio Manager I typically requires 0-2 years of related experience. More
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