The Portfolio Manager 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 key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Being a Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Portfolio Manager may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Portfolio Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Portfolio Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
CPVA Management, Inc. in Richmond, VA is seeking a dedicated and driven individual to join our team. As a key player in our organization, you will have the opportunity to work in a dynamic environment where your contributions truly make a difference. Our team values collaboration, innovation, and excellence in all that we do. With a competitive salary range of $55,000 - $65,000 per year, you will be part of a company that prioritizes employee growth and development.
This position offers a hybrid work model, with two days a week spent in the office. If you're passionate about making a meaningful difference and are eager to tackle new opportunities, we encourage you to apply and become part of our exciting journey at CPVA Management, Inc.