Portfolio Manager Jobs in Sun City West, 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.
Project Portfolio Management System Manager
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 4 days ago
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 4 days ago
In addition, you'll play a strategic role in project portfolio management, collaborating with project managers, program and portfolio managers, and senior leadership to ensure the tool provides valuable...
Senior Risk Analyst - P&C Risk Programs
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 6 days ago
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 6 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...
Risk Analyst - Bank (mid-level)
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 7 days ago
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 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...
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 8 days ago
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 8 days ago
The Portfolio Manager will report to the Market President or a Relationship Manager II....
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Assistant Vice President, Portfolio Management - Hotel Franchise Finance (HFF)
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 12 days ago
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 12 days ago
Job Title: Assistant Vice President, Portfolio Management - Hotel Franchise Finance (HFF) Location: CityScape What you'll do: Job Description Summary Western Alliance Bank is seeking a portfolio manager...
Vice President, Portfolio Manager - Sponsor Finance
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 13 days ago
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 13 days ago
Job Title: Vice President, Portfolio Manager - Sponsor Finance Location: IL - Chicago LPO What you'll do: As Vice President, Portfolio Manager you'll be responsible for analyzing, structuring, underwriting...
Vice President, Portfolio Manager
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 14 days ago
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 14 days ago
Job Title: Vice President, Portfolio Manager Location: CityScape What you'll do: As a Vice President, Portfolio Manager, you'll be responsible for analyzing, structuring, underwriting, and coordinating...
Team Lead, Portfolio Manager - Sponsor Finance
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 19 days ago
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 19 days ago
Portfolio Managers who support our Lending and Deposit Sales teams....
Portfolio Management Analyst- Global Fund Banking
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 21 days ago
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 21 days 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...
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...
VP, CRE Loan Portfolio Manager
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 29 days ago
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 29 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...
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 30+ days ago
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 30+ days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Personal Risk Specialist - Phoenix
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 30+ days ago
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 30+ days ago
and Requirements General Description: The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to...
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 60+ days ago
- Phoenix, AZ (22 miles from Sun City West, AZ)
- 60+ days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Demographic Data for Sun City West, AZ
Moving to Sun City West, AZ? Find some basic demographic data about Sun City West, AZ below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Sun City West, AZ
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Sun City West, 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
- FactSet
- Credit Underwriting
- Comprehensive Capital Analysis and Review
- Treasury
- BSA
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Financial Modeling
- Derivatives
- Treasury Management
- Cash Flow Analysis
- Balance Sheets
- Fixed Income
- Commercial Real Estate
- Valuation
- Capital Markets
- Investment Management
- Credit Analysis
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Quantitative Analysis
- 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
- Written Communication
- Presentation
- Verbal Communication
- Mentoring
- Collaboration
- Flexibility
- Reporting
- Documentation
- Budgets
- Bachelor's Degree
- Regulations
- Policy Development
- Microsoft Office
- Project Management
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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