Associate II - Portfolio Management

Job Profile

Position Description

Investment Portfolio Management is responsible for managing client investment portfolios to help achieve financial objectives while balancing risk and return. Responsibilities include asset allocation, security selection, portfolio implementation, cash management, and ongoing portfolio monitoring. Conducts regular client portfolio reviews, investment research, and provides investment guidance.

Sub-Family Definition

Asset Investment Management is responsible for overseeing asset allocation, investment strategy implementation, and performance monitoring. Activities of supporting roles may include:

• Administration of investment transactions


• Analysis of portfolio performance


• Resolution of routine account discrepancies


• Maintenance of regulatory compliance documentation


• Client reporting support

Career Specialization Definition

Investment Portfolio Management work is accountable for investments portfolio management including asset selection to maximize return while appropriately balancing risk. Prepares reports on investment transactions and status for submission to management. Determines portfolio allocation and manages cash and securities including both debt and equities. Other duties as assigned.

Career Level Definition

Applies practical knowledge of a job area typically obtain through advanced education and work experience. Responsibilities typically include:

• Working independently with general supervision.


• Problems faced are difficult but typically not complex.


• May influence others within the job area through explanation of facts, policies and practices.

Knowledge & Experience

• Bachelor's Degree required; equivalent combination of education and experience may be considered


• Typically requires 3 - 5+ years prior experience, with practical knowledge of job area

Job Code: AMPRTMP2
FLSA Status: Exempt
Salary Grade: 118

We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

Compensation offered will be based on a variety of factors, including but not limited to education, work experience, skills, certifications, and geographic location, etc.

Eligible teammates may participate in a comprehensive benefits package that includes medical, dental, vision, life insurance, disability coverage, paid time off, retirement savings through a 401(k) plan, wellness resources, and other programs designed to support teammates' health and financial well-being, subject to plan terms and eligibility requirements. In addition, certain positions may be eligible for incentive compensation, bonuses, or other variable compensation, subject to applicable plans and performance criteria.  General information on our comprehensive benefits package can be found by visiting Employee Benefits | Banking Career Benefits | Atlantic Union Bank