Portfolio Manager Jobs
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.
- Strategic Employment Partners
- Westlake, OH
- 1 day ago
- Strategic Employment Partners
- Westlake, OH
- 1 day ago
Asset Manager (Mid-to-Senior or Lead-Level) — Equipment Finance | Remote-Friendly | $100K–$175K + Bonus We’re partnering with a PE-backed specialty finance firm that’s scaling fast — and building...
Remote Work
Enterprise Risk Management Analyst
- Liberty Mutual Insurance
- Boston, MA
- 4 days ago
- Liberty Mutual Insurance
- Boston, MA
- 4 days ago
Schedule: Full-Time Salary Range: USD $66000.00 - $125000.00 Job Category: Risk Control The typical starting salary range for this role is determined by a number of factors including skills,...
Technology Payments Network Risk Manager-Enterprise Services Risk Office
- Fredericksburg, VA
- 7 days ago
- Fredericksburg, VA
- 7 days ago
Technology Payments Network Risk Manager-Enterprise Services Risk Office We are hiring! The Enterprise Services Business Risk Office provides risk management support to several lines of business...
Technology Risk Manager- Enterprise Services Risk Office
- Baltimore, MD
- 15 days ago
- Baltimore, MD
- 15 days ago
Technology Risk Manager- Enterprise Services Risk Office The Enterprise Services Business Risk Office provides risk management support to several lines of business including: Brand, Enterprise...
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Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by...
Small Business Card Portfolio Management Senior Associate
- New York, NY
- 1 hour ago
- New York, NY
- 1 hour ago
The Small Business Card Portfolio Management Senior Associate on the Small Business Card team will drive the success of small business card products by understanding customer needs, behavior, and...
Manager, Trade Surveillance - Portfolio Management & Surveillance Initiatives
- New York, NY
- 1 hour ago
- New York, NY
- 1 hour ago
In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank....
Manager, Trade Surveillance Initiatives & Portfolio Management, Electronic Communications
- New York, NY
- 1 hour ago
- New York, NY
- 1 hour ago
In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank....
2025 Fall Student - Risk Analyst Real Estate (4 months)
- Vancouver, BC
- 2 hours ago
- Vancouver, BC
- 2 hours ago
Job Summary Participates in and supports the operational activities of a business unit. Applies experience and complete working knowledge of the job and policies/practices to perform a combination...
Working with Us Challenging. Meaningful. Life-changing. Those arent words that are usually associated with a job. But working at Bristol Myers Squibb is anything but usual. Here, uniquely...
Lead Commercial Real Estate Portfolio Manager
- Los Angeles, CA
- 2 hours ago
- Los Angeles, CA
- 2 hours ago
About this role: Wells Fargo is seeking a Lead Commercial Real Estate Portfolio Manager / Underwriter to manage a group of assigned relationships and commercial real estate loans....
Location: 4910 Tiedeman Road - Brooklyn, Ohio 44144 ABOUT THE JOB (JOB BRIEF ) Provides support for designated Asset Recovery Group Relationship Manager(s) and Support Staff. Works within a...
Portfolio Manager/Tech Business Manager- ServiceNow SPM
- New York, NY
- 3 hours ago
- New York, NY
- 3 hours ago
Portfolio Manager/Tech Business Manager- ServiceNow SPM to join their team. As a Sr....
General Information Press space or enter keys to toggle section visibility Work Location : Los Angeles, USA Onsite or Remote Fixed Hybrid Work Schedule Monday-Friday, 7:00am-4:00pm, including...
Associate Director, Portfolio Management & Business Initiatives, Corporate Banking - Toronto, ON
- Toronto, ON
- 5 hours ago
- Toronto, ON
- 5 hours ago
Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange...
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs Nationwide
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Asset Allocation
- FactSet
- Comprehensive Capital Analysis and Review
- Treasury
- BSA
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Treasury Management
- Financial Modeling
- Capital Planning
- Credit Underwriting
- Derivatives
- Wealth Management
- Balance Sheets
- Cash Flow Analysis
- Fixed Income
- Commercial Real Estate
- Valuation
- Capital Markets
- Credit Analysis
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Underwriting
- Anti-Money Laundering
- Portfolio Management
- Risk Analysis
- Asset Management
- Due Diligence
- Modeling
- Finance
- Real Estate
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Analytical Skills
- Implementation
- Negotiation
- Consulting
- Auditing
- Verbal Communication
- Presentation
- Written Communication
- Collaboration
- Documentation
- Bachelor's Degree
- Reporting
- Budgets
- Regulations
- Policy Development
- Microsoft Office
- Project Management
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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