Investment Portfolio Manager manages the company's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Being an Investment Portfolio Manager studies and monitors investment performance and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Portfolio Manager typically reports to a head of a unit/department. The Investment Portfolio Manager contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Portfolio Manager typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)
Job Summary:
The Portfolio Manager is to oversee and coordinate all operational and administrative aspects of the lending function. The Portfolio Manager will assist division lenders with the gathering of financial data, analyzing the data, preparing status reports, and servicing the division loan portfolio. The Portfolio Manager will also work with lenders and lending assistants to insure that loans are closed as approved, with complete documentation, and in compliance with all applicable regulations.
Essential Responsibilities and Duties
Education/Skills:
Physical Demands:
While performing the duties of this job, the employee is frequently required to do the following:
Must be able to sit or stand for long periods of time and lift up to 10 pound. Must have adequate verbal communication.