Portfolio Manager II Job Description
The following is a full job description for Portfolio Manager II. Here are the requirements and responsibilities for Portfolio Manager II along with statistics. If after reading this page you determine that Portfolio Manager II is not the position you are looking for, you may want to try one of these similar titles: Investment Portfolio Manager, Property Manager, Portfolio Manager III, Portfolio Manager I, Assistant Branch Manager II, Assistant Property Manager III, Product Manager II, IT Project Manager II, Manufacturing Project Manager II
Requirements and Responsibilities For Portfolio Manager II
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.
 
Also referred to as: Client Investment Portfolio Manager II, Portfolio Manager
Similar Jobs:  Investment Portfolio Manager, Property Manager, Portfolio Manager III, Portfolio Manager I, Assistant Branch Manager II, Assistant Property Manager III, Product Manager II, IT Project Manager II, Manufacturing Project Manager II
Level of Education:  Portfolio Manager II Salaries with No Diploma, Portfolio Manager II Salaries with a High School Diploma or Technical Certificate, Portfolio Manager II Salaries with an Associate's Degree, Portfolio Manager II Salaries with a Bachelor's Degree, Portfolio Manager II Salaries with a Master's Degree or MBA, Portfolio Manager II Salaries with a JD, MD, PhD or Equivalent
Industries:  Business Services, Edu., Gov't. & Nonprofit, Financial Services, Insurance
Job Statistics
Years of Experience Education Level
0-12-55-1010-1515+
No diplomaHigh SchoolAssociate's/CertificateBachelor'sMaster'sDoctorate
Company Size Industry
<100100-500500-10001000-75007500-15,00015K-50k50k+0%10%20%30%40%50%
Financial ServicesBusiness ServicesInsurance0%20%40%60%80%100%120%
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