Portfolio Manager Jobs in Scottsdale, 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.
- Phoenix, AZ (11 miles from Scottsdale, AZ)
- 8 hours ago
- Phoenix, AZ (11 miles from Scottsdale, AZ)
- 8 hours ago
Communicates portfolio statuses and changes regularly to more tenured Portfolio Managers....
Portfolio Management Analyst- Global Fund Banking
- Phoenix, AZ (11 miles from Scottsdale, AZ)
- 8 hours ago
- Phoenix, AZ (11 miles from Scottsdale, AZ)
- 8 hours ago
Overview This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Phoenix office. Together, Silicon Valley Bank and First Citizens offer...
- Phoenix, AZ (11 miles from Scottsdale, AZ)
- 22 hours ago
- Phoenix, AZ (11 miles from Scottsdale, AZ)
- 22 hours ago
As a Portfolio Manager, you will establish strong partnerships with the CFR, ICRST leadership team, Finance, and peers across Tech Strategy & Portfolio Management to ensure the financial success of...
- Mesa, AZ (6 miles from Scottsdale, AZ)
- 3 days ago
- Mesa, AZ (6 miles from Scottsdale, AZ)
- 3 days ago
Fleet Asset Manager CMC - 3.6 Mesa, AZ Job Details Estimated: $69.7K - $83.7K a year 22 hours ago Benefits Employee stock purchase plan Disability insurance Health insurance Dental insurance Paid...
SBA Commercial Banking Portfolio Manager
- Tempe, AZ (7 miles from Scottsdale, AZ)
- 3 days ago
- Tempe, AZ (7 miles from Scottsdale, AZ)
- 3 days ago
About this role: Wells Fargo is seeking a Commercial Banking Portfolio Manager supporting Small Business Administration (SBA) as part of the Commercial Bank....
SUMMARY The Portfolio Manager is responsible for facilitation and coordination of all functions necessary to ensure retention, and expansion of the existing portfolio of commercial business clients....
- Mesa, AZ (20 miles from Scottsdale, AZ)
- 5 days ago
- Mesa, AZ (20 miles from Scottsdale, AZ)
- 5 days ago
it's what's inside that counts _______________________________ Theres more to CMC than our products and the buildings, structures, and roads they go into. At CMC, its the people inside our...
Senior Commercial Banking Portfolio Manager
- Chandler, AZ (13 miles from Scottsdale, AZ)
- 5 days ago
- Chandler, AZ (13 miles from Scottsdale, AZ)
- 5 days ago
About this role: Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager in Middle Market Banking as part of the credit management team....
Supplier Risk Analyst - Remote
- Phoenix, AZ (11 miles from Scottsdale, AZ)
- 6 days ago
- Phoenix, AZ (11 miles from Scottsdale, AZ)
- 6 days ago
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets....
Remote WorkAt 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...
Job Title: VP, CRE Loan Portfolio Manager Job Description: Summary Responsible for proactive management of a commercial loan portfolio and related commercial deposit accounts along with delivering superior...
Grid Work Portfolio Manager Salt River Project - 4.1 Scottsdale, AZ Job Details Estimated: $113K - $143K a year 6 hours ago Benefits Disability insurance Health insurance Dental insurance Tuition reimbursement...
Senior Financial Risk Management Analyst
- Tempe, AZ (7 miles from Scottsdale, AZ)
- 7 days ago
- Tempe, AZ (7 miles from Scottsdale, AZ)
- 7 days ago
Requisition ID: 18863 Join us in building a better future for Arizona! SRP is one of the largest public power and water utilities in the U.S. providing electricity to approximately one million...
VP, CRE Loan Portfolio Manager
- Phoenix, AZ (11 miles from Scottsdale, AZ)
- 8 days ago
- Phoenix, AZ (11 miles from Scottsdale, AZ)
- 8 days ago
Job Title: VP, CRE Loan Portfolio Manager Job Description: Summary Responsible for proactive management of a commercial loan portfolio and related commercial deposit accounts along with delivering superior...
Who are we looking for? Choice Hotels has an exciting new opportunity as our Senior Manager, Project Portfolio Management in the SkyTouch Technology division. SkyTouch Technology is an...
Demographic Data for Scottsdale, AZ
Moving to Scottsdale, AZ? Find some basic demographic data about Scottsdale, AZ below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Scottsdale, AZ
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Scottsdale, AZ 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
- Credit Underwriting
- BSA
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Treasury Management
- Financial Modeling
- Capital Planning
- 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
- Auditing
- Negotiation
- Presentation
- Verbal Communication
- 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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