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.
Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about...
Director or VP, Portfolio Manager Commercial Banking
- Sturtevant, WI
- 10 days ago
- Sturtevant, WI
- 10 days ago
We are seeking multiple positions as Director or VP level Senior Relationship Managers (RM) and Portfolio Managers (PM) in our Diversified Industries & Emerging Middle Market Group....
Senior Asset Manager, Criticized Assets The Manager (Senior Asset Manager) will play a vital role within the Agency Asset Management - Risk Mitigation team managing an assigned portfolio of...
Senior Agency Asset Manager, Freddie Mac The Asset Manager II is responsible for the daily oversight and management of an assigned portfolio of multifamily loans, with a primary focus on risk...
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...
Director, Risk Management - Payments/Digital
- Colorado Springs, CO
- 7 days ago
- Colorado Springs, CO
- 7 days ago
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for...
The Opportunity Summary Establishing portfolio frameworks to evaluate investment and capital allocation decisions related to KOEs. Develop key metrics to drive portfolio construction and exit...
Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of...
Enterprise Risk Analyst Corporate Risk Hillsboro, Oregon Bellevue, Washington Boise, Idaho Hillsboro, Oregon Lakewood, Washington Seattle, Washington South Jordan, Utah Tacoma, Washington...
ICG Portfolio Mgr 6 (Senior Underwriter) - Consumer and Retail
- Denver, CO
- moments ago
- Denver, CO
- moments ago
**Job Description** The Credit Portfolio Manager partners with assigned Relationship Manager(s) to successfully manage Consumer and Retail Institutional Client Group credit account relationships....
Capital Markets Business Line Risk Manager - Foreign Exchange/FX & Derivatives
- Brea, CA
- 1 hour ago
- Brea, CA
- 1 hour ago
At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Assurance, Technology Risk (Manager) (Multiple Positions) (1625802)
- Los Angeles, CA
- 1 hour ago
- Los Angeles, CA
- 1 hour ago
Assurance, Technology Risk (Manager) (Multiple Positions) (1625802 ) , Ernst and Young U.S. LLP, Los Angeles, CA. Plan and perform IT-related external and internal audit and attestation procedures...
Director, Profitability Optimization & Loan Portfolio Management
- Toronto, ON
- 1 hour ago
- Toronto, ON
- 1 hour ago
Requisition ID: 230346 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Director, Profitability Optimization and Loan Portfolio...
Primary Responsibilities Provides direct administrative support to Commercial Loan Officers. Safeguards the quality of the Banks loan portfolio by assisting with the management of the level of...
Welcome to the intersection of energy and home services. At NRG, were all about propelling the next generation of leaders forward. We are driven by our passion to create a smarter, cleaner and...
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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
- Loss Control
- Asset Allocation
- FactSet
- Comprehensive Capital Analysis and Review
- Credit Underwriting
- Treasury
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Financial Modeling
- Foreign Exchange
- Derivatives
- BSA
- Treasury Management
- Balance Sheets
- Wealth Management
- Cash Flow Analysis
- Commercial Real Estate
- Capital Markets
- Fixed Income
- Valuation
- Investment Management
- Credit Analysis
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Underwriting
- Anti-Money Laundering
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Real Estate
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Implementation
- Analytical Skills
- Auditing
- Negotiation
- Consulting
- Written Communication
- Presentation
- Mentoring
- Education Experience
- Budgets
- Collaboration
- Reporting
- Documentation
- Policy Development
- Bachelor's Degree
- Regulations
- Microsoft Office
- Project Management
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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