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Portfolio Manager - Bank Jobs

Mineola, New York
<p>Major Financial Institution is currently seeking a Portfolio Manager to manage portfolios for personal trusts, estates, agency, charitable, pension and institutional account relationships.</p><p>Responsibilities:</p> Applies in-depth understanding of market conditions, financial trends, regulations and overall economics to manage investments on a daily basis Interacts with customers to develop new and expand existing client relationships to increase revenue Maintains the Bank's Supervised List of equities by monitoring performance and making appropriate recommendations to add or delete in compliance with the Bank's investment strategy Generates and maintains performance reports<p>Qualifications:</p> Bachelor's in finance/accounting/economics with 6 years + experience related in investment/fiduciary management industry Credentials: CFA, CTFA, National Trust School preferred Working knowledge of market investment strategies<p>Salary is up to 120K</p>
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