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First State Bank of the Florida Keys

Miramar, Florida

NEW! NEW!
DBS Bank Limited

Singapore, Singapore

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Morgan McKinley

Hong Kong,

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NEW! NEW!
PIMCO

Newport Beach, California

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Selby Jennings

Boston, Massachusetts

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Bank Of China (Hong Kong) Limited

Hong Kong,

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Selby Jennings

Bethesda, Maryland

Regions Bank

Pensacola, Florida

Selby Jennings

Chicago, Illinois

State Street Corporation

Sydney, Australia

Selby Jennings

Los Angeles, California

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Harvard University Business School

USA - MA - Boston

Deutsche Bank

San Francisco, California

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Investment Portfolio Manager
Duties & Responsibilities:Daily, monthly, and quarterly monitoring of clients' portfolios.Ensure the Investment Statement has been completed and signed by client.Ensure the Investment Objective of each portfolio is functioning within established parameters.Manage monthly distributions/contributions for each portfolio.Initiate rebalancing as appropriate to facilitate portfolio management are operating within established parameters and risk tolerances.Oversee performance reporting software which reflects independent investment returns for those clients utilizing the service.Evaluate current and prospective portfolios for clients needing a more in-depth review.Review the portfolio constr


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