Investment Manager manages the securities, assets, and investment portfolios of a bank. Establishes investment policies to ensure financial activities are compliant with regulatory standards and requirements. Being an Investment Manager monitors and tracks financial markets, investment trends, and regulatory developments to implement successful investment strategies and recommends changes to manage risk and increase returns. Oversees and routinely assesses portfolio allocation to evaluate performance and alignment with investment objectives, strategies, and risk tolerance levels. Additionally, Investment Manager requires a bachelor's degree. Typically reports to a director. The Investment Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be an Investment Manager typically requires 5 years experience in the related area as an individual contributor. 1-3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)
```Duties:```
- Develop and implement investment strategies and plans based on clients' financial goals and risk tolerance.
- Conduct thorough research and analysis of investment opportunities, including stocks, bonds, mutual funds, and real estate.
- Monitor and evaluate the performance of investment portfolios, making adjustments as needed to optimize returns.
- Provide regular reports and updates to clients on the status of their investments.
- Stay up-to-date with market trends, economic conditions, and regulatory changes that may impact investment decisions.
- Collaborate with other professionals, such as financial advisors and tax experts, to provide comprehensive financial planning services to clients.
- Maintain accurate records of all investment transactions and client interactions.
```Qualifications:```
- Bachelor's degree in finance, economics, or a related field. Master's degree preferred.
- Proven experience working as an investment manager or in a similar role.
- In-depth knowledge of financial markets, investment strategies, and portfolio management techniques.
- Strong analytical skills with the ability to interpret complex financial data.
- Excellent communication and interpersonal skills to build relationships with clients and colleagues.
- Ability to work independently and make sound investment decisions based on thorough analysis.
- Proficiency in financial software and tools for portfolio management.investment portfolio, including buying and selling stocks, bonds, and other securities.
Note: This job description is intended to provide a general overview of the position. Duties and responsibilities may be subject to change based on organizational needs.
Job Type: Full-time
Pay: $89,096.86 - $107,299.44 per year
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Schedule:
Location:
Work Location: Remote
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