DO NOT APPLY TEST JOB - Inst Inv Port Mgr

Responsible for managing investment relationships for institutional clients. Achieves specific desired performance results and broadens the scope of therelationship. Assists the client in developing investment objectives and guidelines and evaluates investment results as appropriate. Responsible formaking investment decisions for client portfolios. 1. Manages investment accounts for institutional clients to achieve specific performance results.2. Assists the client in evaluating and developing investment objectives and guidelines as appropriate given risk tolerances, funding and income needs, and current market strategies, technologies, and disciplines.3. Analyzes and implements overall portfolio structure utilizing knowledge of economic and financial market conditions in conjunction with the clients'' objectives.4. Broadens the scope of the relationship in order to enhance company revenues and profitability either directly or through referrals to others.5. Leads meetings with clients to assess performance strategy and outlook. Responds to client inquiries and requests.6. May lead sub-committee or task force to revise or modify existing internal or external procedures.7. Cross sells or refers bank products and services to existing clients, involving other partners as appropriate by developing and understanding all aspects of a client''s relationship with the bank.8. Participates in sales and marketing presentations. Analyzes and assists in preparation of sales materials for prospect presentations.9. Maintains on-going relationship with clients'' to update them on bank investment products, services, and strategies to assess investment capabilities.10. Works closely with internal partners (investment research, fixed income, trading, performance analysis) to make investment decisions and respond to client needs/requests.11. Promotes the bank''s investment products by speaking both internally and externally.12. Prepares detailed client presentation package consisting of performance analysis and expected economic and market conditions.13. Maintains awareness of current and pending legal and regulatory issues that impact institutional investments.