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
- 3 days ago
- Strategic Employment Partners
- Westlake, OH
- 3 days 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
- 6 days ago
- Liberty Mutual Insurance
- Boston, MA
- 6 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,...
Communicates portfolio statuses and changes regularly to more tenured Portfolio Managers....
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...
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The Portfolio Manager will work closely with Analytics, Finance, and Treasury to create reports, develop forecasts, manage P&Ls, and define performance measurement....
You will be responsible for servicing customers and franchisees in a call center environment. You will communicate with customers on financial matters. In addition, you will input data to...
The Portfolio Manager is responsible for maximizing portfolio performance and is expected to have the ability to lead a deal from opportunity to close with little to no oversight....
The ABL Portfolio Manager is responsible for maximizing portfolio performance and is expected to have the ability to lead a deal with little to no oversight....
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...
Dir Risk Management - KR06AE Were determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity...
Application Deadline: 06/29/2025 Address: 135 N Pennsylvania Street Job Family Group: Commercial Sales & Service Facilitates decisioning and analysis of all types of credit information to support...
The Credit Portfolio Manager II manages a designated portfolio of commercial loans assuring all aspects of compliance with loan agreements, regulatory requirements and underwriting and risk rating policy...
Risk Analyst Co-op/Intern - Data Risk Management (Fall 2025)
- Toronto, ON
- 3 hours ago
- Toronto, ON
- 3 hours ago
Role Type: Internship/Co-op Work Term: Fall/Term 1 Work Location: Toronto, Ontario, Canada Hours: 37.5 Pay Details: $45,700 - $74,400 CAD TD is committed to providing fair and equitable...
Who we are looking for State Street Global Technology Services (GTS) is seeking a skilled and proven Technology Portfolio Manager, Vice President to uplift its regulatory portfolio governance while...
Job Description: At Regions, the Credit Products Commercial Portfolio Manager is a client-facing role and responsible for independently leading all aspects of the entire commercial credit process both...
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
- Asset Allocation
- 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
- Auditing
- Verbal Communication
- Presentation
- Written Communication
- Collaboration
- Documentation
- Bachelor's Degree
- Reporting
- Budgets
- Regulations
- Sales
- Policy Development
- Microsoft Office
- Project Management
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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