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)
Job Summary
The Portfolio Manager is responsible for AITX’s railcar fleet management activities including lease remarketing and renewal analysis, lease structuring, pricing analysis, and scrap decisions. The Portfolio Manager also provides key inputs and supports new railcar acquisitions, secondary market transactions, and investment/divestment analysis. The position will also support and implement process improvements for both portfolio management activities and broader cross-functional initiatives. The position will work cross functionally with Commercial, Risk, Finance, Contracts, Operations/Engineering and IT.
Job Duties
Experience
Leasing background with preference for candidate with [3] or more years relevant experience in railcar leasing)
Job Requirements
Education
B.A. or B.S. in Business, Finance or Management is preferred