Portfolio Manager Jobs in Colorado
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.
The Portfolio Manager may also be involved in the execution of tranche fundings of closed tax equity and project finance transactions....
The Portfolio Manager II - Real Estate Group role is tasked with executing all portfolio management activities for monitoring, identifying, and managing the credit risk of the CRE portfolio which generally...
Middle Market Banking - Portfolio Manager I
- Greenwood Village, CO
- 4 days ago
- Greenwood Village, CO
- 4 days ago
As a Portfolio Manager I, you will support Middle Market Banking business development and senior Portfolio Managers on the identification of prospects and referrals on a national and regional basis;...
Job Description The Asset Based Lending (ABL) Portfolio Manager IV is primarily responsible for managing the most complex portfolio ABL client relationships to ensure proper credit oversight, collateral...
Lead Lending Risk Analyst (Hiring Immediately)
- Colorado Springs, CO
- 7 days ago
- Colorado Springs, CO
- 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...
Tax Credit Asset Manager Lead Commercial real Estate Portfolio Manager
- Denver, CO
- 8 days ago
- Denver, CO
- 8 days ago
About this role: Wells Fargo is seeking a Tax Credit Asset Manager- Lead Commercial Real Estate Portfolio Manager....
Associate, Portfolio Management and Underwriting, (Commercial/Emerging Middle Market)
- Greenwood Village, CO
- 8 days ago
- Greenwood Village, CO
- 8 days ago
Application Deadline: 07/30/2025 Address: 50 S 6th Street Job Family Group: Commercial Sales & Service Facilitates decisioning and analysis of all types of credit information to support lending...
Asset Manager JobID: 19105 Position Type: Professional/Technical Date Posted: 6/27/2025 Location: Education Service Center Date Available: when filled Closing Date: when filled...
Asset Based Lending Portfolio Manager IV BOK Financial United States, Colorado, Denver Jun 24, 2025 Req ID:76688 Location:Denver -DEN Areas of Interest:Relationship Management; Commercial Banking; Commercial...
Debt Products Manager: Commercial Real Estate Portfolio Manager & Underwriter
- Denver, CO
- 10 days ago
- Denver, CO
- 10 days ago
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your...
Middle Market Banking - Portfolio Manager II
- Greenwood Village, CO
- 11 days ago
- Greenwood Village, CO
- 11 days ago
Additionally, Portfolio Manager III's are expected to manage an existing portfolio of clients and monitor their operating performance that includes reviewing monthly/quarterly financial statements,...
Your work days are brighter here. At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to revolutionize the...
Integration & Transition Manager Leidos Today Intel Agency (NSA, CIA, FBI, etc) Unspecified 25% Polygraph Aurora, CO (ON-SITE/OFFICE) R-00156651 Description Looking for an opportunity to make an...
The Risk Manager will oversee the client's comprehensive insurance and risk management program, assessing and identifying risks that could impede the reputation, safety, security, or financial...
Job Description Supports Relationship Managers and Portfolio Managers to manage an assigned portfolio of customer relationships....
Demographic Data for Colorado
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Title Synonyms
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Salary for Portfolio Manager Jobs in Colorado
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Colorado 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
- Wealth 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
- 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
- Consulting
- Negotiation
- Written Communication
- Presentation
- Verbal Communication
- Mentoring
- Collaboration
- 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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