Responsible for managing, evaluating, and monitoring key or complex 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. May manage a team of portfolio managers. Requires a bachelor's degree. May require National Association of Securities Dealers (NASD). Typically reports to senior management. Work ...is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. Typically requires 4 -7 years of related experience.More Show Less
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Job Details. Level. Experienced. Job Location. Stockton 5 - Stockton, CA. Position Type. Full Time. Salary Range. $80,000.00 - $95,000.00 Salary. Description. Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and th...
Job Type. Full-time. Description. TITLE: Portfolio Manager II. DEPARTMENT: Credit Administration. PAY GRADE & FLSA: Grade 7, Exempt. Job Summary. The Portfolio Manager II is responsible for oversight of a commercial loan portfolio including client service, underwriting and closing activities, and internal servicing and monitoring. Contributes to client relationships by providing consistent quality level of service. Essential Functions. Assist loa...
