Portfolio Manager Jobs in Alafaya, FL
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.
Portfolio Manager - Wholesale Credit Delivery - Dealer Services segment
- Alafaya, FL
- 6 hours ago
- Alafaya, FL
- 6 hours ago
Portfolio Manager & Underwriters will be responsible for underwriting and management of significant client exposure....
Asset Management Portfolio Manager
- Orlando, FL (16 miles from Alafaya, FL)
- 1 day ago
- Orlando, FL (16 miles from Alafaya, FL)
- 1 day ago
Job Description: At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed accounts....
- Lake Mary, FL (20 miles from Alafaya, FL)
- 8 days ago
- Lake Mary, FL (20 miles from Alafaya, FL)
- 8 days ago
Who are we? At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending,...
- Orlando, FL (16 miles from Alafaya, FL)
- 10 days ago
- Orlando, FL (16 miles from Alafaya, FL)
- 10 days ago
Overview The Portfolio Property Manager (PM) is a licensed Community Association Manager (CAM) under the provisions of Florida Statute 468. The Portfolio Property Manager is required to be...
- Orlando, FL (16 miles from Alafaya, FL)
- 14 days ago
- Orlando, FL (16 miles from Alafaya, FL)
- 14 days ago
Location: On site in Orlando, FL SUMMARY The Portfolio Manager assists in the assessment of risk and management of the Bank’s loan portfolio by providing analytical and credit oversight and is responsible...
- Orlando, FL (24 miles from Alafaya, FL)
- 14 days ago
- Orlando, FL (24 miles from Alafaya, FL)
- 14 days ago
JOB OVERVIEW: The Risk Management Analyst provides routine and complex financial analysis and reporting to support the Risk Management team - Claims Management, Insurance, and Safety. This role...
Portfolio Manager - Metals, Materials and Construction
- Orlando, FL (16 miles from Alafaya, FL)
- 15 days ago
- Orlando, FL (16 miles from Alafaya, FL)
- 15 days ago
The Portfolio Manager is expected to be anticipatory, forward-focused, independent, transparent, and collaborative in the identification, communication, and management of risk....
- Orlando, FL (16 miles from Alafaya, FL)
- 16 days ago
- Orlando, FL (16 miles from Alafaya, FL)
- 16 days ago
Location Type: On-Site Position Overview The Asset Manager is responsible for overseeing the management and accountability of government and company-owned property in accordance with applicable...
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
Risk Specialist I - Enhanced Due Diligence
- Orlando, FL (16 miles from Alafaya, FL)
- 22 days ago
- Orlando, FL (16 miles from Alafaya, FL)
- 22 days ago
The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services...
- Orlando, FL (24 miles from Alafaya, FL)
- 26 days ago
- Orlando, FL (24 miles from Alafaya, FL)
- 26 days ago
JOB OVERVIEW: The Sr. Risk Management Advisor, Public Liability Claims takes responsibility for executing initiatives that support short and long-term liability and property claims administration...
Portfolio Management, Commercial Banking
- Winter Park, FL (15 miles from Alafaya, FL)
- 28 days ago
- Winter Park, FL (15 miles from Alafaya, FL)
- 28 days ago
Application Deadline: 08/13/2025 Address: 531 West Morse Boulevard Job Family Group: Commercial Sales & Service BMO is looking for candidates at various career levels (AVP, VP, or Director)...
Commercial Real Estate Portfolio Management Officer
- Orlando, FL (16 miles from Alafaya, FL)
- 30+ days ago
- Orlando, FL (16 miles from Alafaya, FL)
- 30+ days ago
Overview The Commercial Real Estate Portfolio Management Officer is responsible for managing an assigned portfolio of commercial real estate loans. This includes underwriting and processing new...
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
Demographic Data for Alafaya, FL
Moving to Alafaya, FL? Find some basic demographic data about Alafaya, FL below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Alafaya, FL
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Alafaya, FL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Real Estate Management
- Loss Control
- Asset Allocation
- Comprehensive Capital Analysis and Review
- Credit Underwriting
- Financial Statement Analysis
- Treasury
- Derivatives
- Financial Statements
- Financial Modeling
- Commercial Lending
- Treasury Management
- BSA
- Balance Sheets
- Wealth Management
- Cash Flow Analysis
- Fixed Income
- Capital Markets
- Valuation
- Lending
- Commercial Real Estate
- Financial Analysis
- Investment Management
- Credit Analysis
- Client Relationships
- Financial Services
- Underwriting
- Anti-Money Laundering
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Finance
- Real Estate
- Reimbursement
- Risk Management
- Strategy Development
- Decision Making
- Implementation
- Auditing
- Accounting
- Negotiation
- Written Communication
- Documentation
- Presentation
- Education Experience
- Reporting
- Collaboration
- Flexibility
- Budgets
- Bachelor's Degree
- Policy Development
- Project Management
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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