Manages various securities, including portfolios, or assets to meet specified investment goals for the benefit of the investors, who may be institutions or private investors. Manages or monitors the investments in accordance with legal and other requirements and restrictions. Invests... [+] More
Manages various securities, including portfolios, or assets to meet specified investment goals for the benefit of the investors, who may be institutions or private investors. Manages or monitors the investments in accordance with legal and other requirements and restrictions. Invests and divests organization or client investments, providing investment counseling, financial analysis, asset selection, stock selection, plan implementation, and ongoing monitoring of investments.
Designs, implements, and manages organization or client investments. Reviews or monitors investment policies, guidelines, and processes that will achieve market rate of return on invested funds. Monitors, analyzes, and interprets investment portfolio performance evaluation reports and makes recommendations to management or client on recommended changes. Provides investment operational support to organization or client. Reviews, observes, and monitors credit rating information of entities and compares against written investment guidelines to determine if securities traded are in compliance with written investment guidelines. Monitors contract compliance for other investment managers, custodian banks, and/or investment consultants. Analyzes investment portfolios to determine prudent bond swap/asset reallocation opportunities, generate additional yield, or minimize investment risk. Compiles and prepares spreadsheets, reports, and analyses. Develops, reviews, and makes recommendations for changes in organization's investment policies due to changing market conditions. Demonstrates continuous effort to improve operations, decrease turnaround times, streamline work processes, and work cooperatively to provide quality seamless customer service. (Source: eDOT Job Description) [-] Less
Cost of Living Data
A renter's cost of living for someone making $102,195 in Walla Walla, Washington is 89.1% of the US National Average. For more information, or to compare cost of living data between two cities, click here.
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