Portfolio Manager Jobs in Dallas, TX
A Portfolio Manager in the finance industry is responsible for managing investment portfolios for individuals or institutions. They make decisions about investment mix and policy, matching investments to objectives, asset allocation, and balancing risk against performance. Portfolio Managers also conduct research and analysis, select appropriate investments and manage day-to-day portfolio operations. This role requires a thorough understanding of financial markets, strong analytical skills, and the ability to make informed investment decisions.
Key skills for a Portfolio Manager include advanced mathematical abilities, strategic planning, financial acumen, and excellent communication skills. They should possess relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Investment Counselor (CIC). Before becoming a Portfolio Manager, a professional might work as a Financial Analyst, Investment Analyst, or a Trader to gain the necessary experience and expertise in the field.
Enterprise Risk Management - Director - Seller & Servicer Oversight
- Plano, TX (18 miles from Dallas, TX)
- 16 hours ago
- Plano, TX (18 miles from Dallas, TX)
- 16 hours ago
At Fannie Mae, the inspiring work we do helps make a home a possibility for millions of homeowners and renters. Every day offers compelling opportunities to impact the future of the housing...
Risk Manager, Identity & Access Management (FS)
- Plano, TX (18 miles from Dallas, TX)
- 23 hours ago
- Plano, TX (18 miles from Dallas, TX)
- 23 hours ago
Risk Manager, Identity & Access Management (FS) As a Risk Manager in the Financial Services Business Risk Office, you will provide professional risk judgment that enables business partners to...
**Preferred Skills** Capital Management, Change Management, Credit Assessment, Equity Research, Financial Analysis, Investments, Management Reporting, Results-Oriented **Competencies** Accuracy and...
Job Purpose The Asset Manager will be responsible for the management of assets in Arbor Realty Trust's (ART) loan portfolio. Essential Job Functions (Duties/Responsibilities) The Asset Manager...
Stellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler,...
Asset & Wealth Management, Portfolio Management, Open-Ended Funds, Vice President - Dallas, TX
- Dallas, TX
- 4 days ago
- Dallas, TX
- 4 days ago
There may be conflicts of interest relating to the Alternative Investment and its service providers, including Goldman Sachs and its affiliates....
Senior Financial Crimes Risk Analyst
- Irving, TX (8 miles from Dallas, TX)
- 5 days ago
- Irving, TX (8 miles from Dallas, TX)
- 5 days ago
Summary: Assists in ensuring the Bank's compliance with the applicable aspects of the Bank Secrecy Act (BSA), USA PATRIOT Act, and Office of Foreign Assets Control (OFAC) regulations by...
As a Portfolio Manager II within PNC's Technology organization, you will be based in Pittsburgh, PA, Cleveland, OH, Birmingham, AL or Dallas, TX....
Senior Asset Manager - Asset Management - Midland
- Farmers Branch, TX (11 miles from Dallas, TX)
- 5 days ago
- Farmers Branch, TX (11 miles from Dallas, TX)
- 5 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As a...
Portfolio Manager IV Independently manages the most complex portfolio and customer relationships to ensure ongoing profitability and complete conformity with credit terms....
Position SummaryThe Portfolio and Credit Risk Department of TBK Bank, SSB seeks a qualified Portfolio Risk Analyst whose primary responsibilities include: (i) creating monthly and quarterly...
Location:** 2390 East Camelback Road - Phoenix, Arizona 85016 The Portfolio Manager provides relationship management support for assigned portfolio of clients who are clients and prospects who are primarily...
Delivery Excellence - Specialized Risk Manager - Operate (Senior Manager) - National_Office
- Dallas, TX
- 8 days ago
- Dallas, TX
- 8 days ago
Position Summary Deloitte Consulting LLP's Quality and Risk Management (QRM) group is seeking a Risk Manager with extensive experience in supporting complex deals and contract structuring,...
Sr. Manager- Agency Asset Manager III
- Plano, TX (18 miles from Dallas, TX)
- 8 days ago
- Plano, TX (18 miles from Dallas, TX)
- 8 days ago
Sr. Manager- Agency Asset Manager III The Senior Manager will play a vital role within the Agency Asset Management - Risk Mitigation team managing an assigned portfolio of specially serviced...
Specialty Banking - Specialty Banking Portfolio Manager II
- Dallas, TX
- 9 days ago
- Dallas, TX
- 9 days ago
As a Specialty Banking Portfolio Manager II, you will support Specialty Banking business development on the identification and calling of prospects and referrals on a national and regional basis; and...
Demographic Data for Dallas, TX
Moving to Dallas, TX? Find some basic demographic data about Dallas, TX below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Dallas, TX
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Dallas, TX offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Loss Control
- Asset Allocation
- Cash Forecasting
- Treasury
- Financial Statements
- Comprehensive Capital Analysis and Review
- Treasury Management
- Financial Modeling
- Credit Underwriting
- Derivatives
- BSA
- Commercial Lending
- Cash Flow Analysis
- Balance Sheets
- Capital Markets
- Fixed Income
- Valuation
- Credit Analysis
- Commercial Real Estate
- Anti-Money Laundering
- Investment Management
- Financial Analysis
- Lending
- Financial Services
- Mortgage Processing
- Client Relationships
- Underwriting
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Finance
- Business Administration
- Real Estate
- Reimbursement
- Risk Management
- Accounting
- Strategy Development
- Implementation
- Decision Making
- Analytical Skills
- Auditing
- Consulting
- Written Communication
- Negotiation
- Presentation
- Collaboration
- Mentoring
- Documentation
- Reporting
- Bachelor's Degree
- Budgets
- Regulations
- Sales
- Policy Development
- Project Management
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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