Portfolio Manager Jobs in Arizona
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.
Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose....
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
- 14 hours ago
- Phoenix, AZ
- 14 hours 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....
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....
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,...
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...
Comercial Portfolio Manager-Healthcare** **Denver, CO or Chicago, IL** The Senior Commercial Portfolio Manager manages the credit risk at with the UMB specialized verticals....
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...
Looking for experienced and driven office team members for our growing apartments portfolio; would be expected to perform the following tasks: answer telephone calls, respond to tenant inquiries,...
VAS - QUALITY & RISK MANAGEMENT DIRECTOR at CBRE in Phoenix, Arizona, United States Job Description VAS - Quality & Risk Management Director Job ID 201780 Posted 10-Feb-2025 Service line Advisory...
Demographic Data for Arizona
Moving to Arizona? Find some basic demographic data about Arizona 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 Arizona
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Arizona 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
- 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
- Microsoft PowerPoint
- Regulations
- Policy Development
- Sales
- Project Management
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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