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.
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...
CIB Business Controls & Risk Management, Associate - Dallas/Miami
- Dallas, TX
- 11 days ago
- Dallas, TX
- 11 days ago
CIB Business Controls & Risk Management, Associate - Dallas/MiamiCountry: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services...
Multifamily Commercial Real Estate Portfolio Manager
- New York, NY
- 18 days ago
- New York, NY
- 18 days ago
The Difference You Make: The Portfolio Manager manages a portfolio of multifamily CRE relationships and is responsible for credit risk management....
Senior Third Party Risk Management AssociateCountry: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe...
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...
Underwriting & Portfolio Management AssistantCountry: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe...
Corporate Banking Underwriter/Portfolio ManagerCountry: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe...
SAP - Plant Maintenance - Asset Manager - EAM - Senior Manager - Consulting - Location OPEN
- San Francisco, CA
- 4 hours ago
- San Francisco, CA
- 4 hours ago
As a Senior Manager in our Technology practice, you will play a pivotal role in interacting with business stakeholders to evaluate and analyze business models, processes, and operations....
SAS Credit Risk Analyst Unsecured Lending
- San Francisco, CA
- 4 hours ago
- San Francisco, CA
- 4 hours 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...
At Early Warning, weve powered and protected the U.S. financial system for over thirty years with cutting-edge solutions like Zelle, Paze, and so much more. As a trusted name in payments, we...
Financial Risk Analyst Corporate Risk Santa Rosa, California Lake Oswego, Oregon Roseville, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a unique...
Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. At CIBC, we embrace your...
Position Summary: The senior commercial loan portfolio manager is responsible for overseeing and managing a portfolio of commercial loans, analyzing creditworthiness of borrowers, monitoring loan performance...
The Portfolio Manager will be responsible for managing OCIO client portfolios amongst other things....
Portfolio Manager, Commercial Banking (Standalone Products Group)
- Toronto, ON
- 4 hours ago
- Toronto, ON
- 4 hours ago
Application Deadline: 07/24/2025 Address: 100 King Street West Job Family Group: Commercial Sales & Service Group Description: The Standalone Products Group (SPG) team supports BMO Commercial...
Portfolio Manager Online Courses and Training Opportunities
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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
- Credit Underwriting
- Comprehensive Capital Analysis and Review
- Treasury
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Financial Modeling
- Foreign Exchange
- Derivatives
- BSA
- Treasury Management
- Balance Sheets
- Cash Flow Analysis
- Commercial Real Estate
- Fixed Income
- Valuation
- Capital Markets
- Investment Management
- Credit Analysis
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Underwriting
- Anti-Money Laundering
- Mortgage Processing
- 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
- Verbal Communication
- Mentoring
- Collaboration
- Reporting
- Budgets
- Documentation
- Bachelor's Degree
- Regulations
- Policy Development
- Microsoft Office
- Project Management
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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