Portfolio Manager Jobs in Phoenix, AZ
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.
Managers, and IT Directors to drive initiatives through process and extend leadership including driving decisions. + Identify and resolve capacity concerns that may lead to project portfolio delivery...
Risk Management Specialist Asset Movement, Operations
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 11 hours ago
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 11 hours ago
This job posting is anticipated to remain open for 30 days, from 01-May-2025. The posting may close early due to the volume of applicants. Team Overview: In the Payment and Banking Solutions (PBS)...
VENDOR RISK SPECIALIST II WHAT IS THE OPPORTUNITY? The Vendor Program Manager will be responsible for managing vendor relationships across the vendor life cycle phases. This role will be...
Quantitative Risk Analyst Senior - BI Tool/Operational Specialist
- Phoenix, AZ
- 1 day ago
- Phoenix, AZ
- 1 day 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...
Software License Manager/Software Asset Manager (Required Local Candidates)
- Phoenix, AZ
- 1 day ago
- Phoenix, AZ
- 1 day ago
Position Description: -Manages software acquisition, including negotiation, budget and administration of software purchases, ensuring compliance with licensing agreements a nd managing renewals....
Vice President, Portfolio Management
- Chandler, AZ (14 miles from Phoenix, AZ)
- 2 days ago
- Chandler, AZ (14 miles from Phoenix, AZ)
- 2 days ago
The Portfolio Manager will work with the Vice President, Commercial Banker to manage loans to ensure the credit risks are responsibly monitored and identified....
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...
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...
Skills and knowledge to manage individual equity or fixed income strategies. Occasional travel....
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 5 days ago
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 5 days ago
Wealth Manager Job Description: Ribbon Falls Wealth Management is seeking a dedicated Wealth Manager interested in working in a small-team environment. This individual will prospect new clients,...
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 5 days ago
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 5 days ago
Portfolio Manager III Scottsdale, AZ Credit Administration Description Sunflower Bank is looking for an energetic, highly motivated individual to fill the position of a full-time Portfolio Manager III...
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...
Senior Commercial Banking Portfolio Manager - Franchise Finance
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 6 days ago
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 6 days ago
About this role: Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager in Franchise Finance for the national platform as part of the Commercial Bank....
Comercial Portfolio Manager-Healthcare** **Denver, CO or Chicago, IL** The Senior Commercial Portfolio Manager manages the credit risk at with the UMB specialized verticals....
Compliance Advisory Risk Manager - Payments
- Tempe, AZ (9 miles from Phoenix, AZ)
- 7 days ago
- Tempe, AZ (9 miles from Phoenix, AZ)
- 7 days ago
At U.S. Bank, we're 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...
Demographic Data for Phoenix, AZ
Moving to Phoenix, AZ? Find some basic demographic data about Phoenix, AZ below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job titles
Salary for Portfolio Manager Jobs in Phoenix, AZ
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Phoenix, AZ 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
- Treasury
- Financial Modeling
- Financial Statements
- Comprehensive Capital Analysis and Review
- Treasury Management
- Derivatives
- BSA
- Commercial Lending
- Wealth Management
- Cash Flow Analysis
- Credit Underwriting
- Balance Sheets
- Capital Markets
- Fixed Income
- Valuation
- Credit Analysis
- Commercial Real Estate
- Anti-Money Laundering
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Mortgage Processing
- Client Relationships
- Underwriting
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Modeling
- Finance
- Real Estate
- Accounting
- Reimbursement
- Risk Management
- Strategy Development
- Analytical Skills
- Implementation
- Decision Making
- Written Communication
- Auditing
- Presentation
- Negotiation
- Collaboration
- Mentoring
- Documentation
- Reporting
- Bachelor's Degree
- Budgets
- Regulations
- Policy Development
- Sales
- Project Management
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Portfolio Manager Related Career Advice Articles
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »