Portfolio Manager Jobs in Boca Raton, 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.
Wholesale Credit Risk Manager Sr. UW/PM)
- Fort Lauderdale, FL (16 miles from Boca Raton, FL)
- 3 days ago
- Fort Lauderdale, FL (16 miles from Boca Raton, FL)
- 3 days ago
Job Summary: Manages and monitors a portfolio of client credit exposures, across industry classes, on an ongoing basis. Underwrites credit requests including new, renewals and modifications as the...
Director of Risk Management and Quality Assurance
- Hollywood, FL (23 miles from Boca Raton, FL)
- 4 days ago
- Hollywood, FL (23 miles from Boca Raton, FL)
- 4 days ago
Salary Not Available Position range in Miami-Fort Lauderdale-West Palm Beach, FL Metropolitan Statistical Area $74k - $164k Per Year Director of Risk Management and Quality Assurance Northern...
- Sunrise, FL (16 miles from Boca Raton, FL)
- 5 days ago
- Sunrise, FL (16 miles from Boca Raton, FL)
- 5 days 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...
Location: On site in Boca Raton, 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...
- Palm Beach, FL (22 miles from Boca Raton, FL)
- 10 days ago
- Palm Beach, FL (22 miles from Boca Raton, FL)
- 10 days ago
This is a highly responsible professional position driving the implementation and management of the Water Utilities Department (WUD) Enterprise Asset Management Program. Exercises a high degree of...
- West Palm Beach, FL (24 miles from Boca Raton, FL)
- 16 days ago
- West Palm Beach, FL (24 miles from Boca Raton, FL)
- 16 days ago
Daikin Comfort Technologies Distribution, Inc. is seeking a professional, skilled individual for our Private Equity Manager position for our Southern Division located remotely but local to our...
- Deerfield Beach, FL (3 miles from Boca Raton, FL)
- 17 days ago
- Deerfield Beach, FL (3 miles from Boca Raton, FL)
- 17 days ago
The Senior Risk Analyst at Southeast Toyota Finance will be crucial in managing and controlling Retail and Lease lending risk. This job involves detailed analysis, monitoring credit risk, and...
- West Palm Beach, FL (24 miles from Boca Raton, FL)
- 18 days ago
- West Palm Beach, FL (24 miles from Boca Raton, FL)
- 18 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...
We are seeking a results-driven Asset Manager to oversee a diverse portfolio of multifamily and retail properties in the Boca Raton area. This role is responsible for maximizing asset value...
- Fort Lauderdale, FL (16 miles from Boca Raton, FL)
- 27 days ago
- Fort Lauderdale, FL (16 miles from Boca Raton, FL)
- 27 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...
Donor Relations Associate & Annual Fund Manager - 994159
- Fort Lauderdale, FL (16 miles from Boca Raton, FL)
- 60+ days ago
- Fort Lauderdale, FL (16 miles from Boca Raton, FL)
- 60+ days ago
We are excited that you are considering joining Nova Southeastern University! Nova Southeastern University (NSU) was founded in 1964, and is a not-for-profit, independent university with a...
Wholesale Credit Risk Manager (UW/PM) - Ft. Lauderdale
- Fort Lauderdale, FL (16 miles from Boca Raton, FL)
- 60+ days ago
- Fort Lauderdale, FL (16 miles from Boca Raton, FL)
- 60+ days ago
Job Summary: Manages and monitors a portfolio of client credit exposures, across industry classes, on an ongoing basis. Underwrites credit requests including new, renewals and modifications as the...
Demographic Data for Boca Raton, FL
Moving to Boca Raton, FL? Find some basic demographic data about Boca Raton, FL 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 Boca Raton, FL
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Boca Raton, FL 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
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Treasury Management
- Financial Modeling
- Derivatives
- Wealth Management
- Balance Sheets
- Cash Flow Analysis
- Fixed Income
- Commercial Real Estate
- Valuation
- Investment Banking
- Capital Markets
- Credit Analysis
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Underwriting
- Anti-Money Laundering
- Mortgage Processing
- Portfolio Management
- Risk Analysis
- Asset Management
- Due Diligence
- Modeling
- Real Estate
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Analytical Skills
- Implementation
- Consulting
- Auditing
- Negotiation
- Presentation
- Written Communication
- Collaboration
- Documentation
- Reporting
- Bachelor's Degree
- Budgets
- Regulations
- Policy Development
- Microsoft Office
- Project Management
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Portfolio Manager Related Career Advice Articles
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »