equivalent preferred as well as hold appropriate credentials such as CPA, CFP and or CFA designation. A graduate degree such as MBA or JD preferred. ersgekk49
Description The Portfolio Manager is the investment quarterback of the client relationship and is responsible for evaluating, designing and overseeing all aspects of the portfolio construction including manager selection. Responsibilities * Act as In
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Description The Portfolio Manager is the investment quarterback of the client relationship and is responsible for evaluating, designing and overseeing all aspects of the portfolio construction including manager selection. Responsibilities * Act as In
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Fundamental Responsibilities: 1. Provides analytical information on the Bank's mortgage backed securities portfolio and other mortgage-related assets and collateral including duration, convexity, vega, OAS, and other sensitivity measures. 2. Perform
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servicing sector
Masters Degree in Business Administration (MBA)
CPA or CFA
10 Years experience in management of budgeting, forecasting and reporting..
12 months. Series 7, Series 65, Series 66, CFP, or CFA a plus. Requirements for Non securities licensed... Series 7, Series 65, Series 66, CFP, or CFA a plus
