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.
- Palm Beach, FL (22 miles from Boca Raton, FL)
- 3 days ago
- Palm Beach, FL (22 miles from Boca Raton, FL)
- 3 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...
- Lake Worth, FL (18 miles from Boca Raton, FL)
- 26 days ago
- Lake Worth, FL (18 miles from Boca Raton, FL)
- 26 days ago
Under general supervision, analyzing credit history and collecting payments from customers in accordance with the Credit Policy. Essential Duties/Responsibilities: The following duties are typical...
Application Deadline: 08/28/2025 Address: 531 West Morse Boulevard Job Family Group: Commercial Sales & Service BMO is looking for candidates at various career levels (AVP, VP, or Director)...
Risk Consulting - Digital Risk - Manager - Multiple Positions - 1629690
- Boca Raton, FL
- 28 days ago
- Boca Raton, FL
- 28 days ago
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you'll have the chance to build a career as unique as you...
Risk Consulting - Digital Risk - Manager - Multiple Positions - 1629690
- Boca Raton, FL (2 miles from Boca Raton, FL)
- 30+ days ago
- Boca Raton, FL (2 miles from Boca Raton, FL)
- 30+ days ago
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, youll have the chance to build a career as unique as you...
- West Palm Beach, FL (24 miles from Boca Raton, FL)
- 30+ days ago
- West Palm Beach, FL (24 miles from Boca Raton, FL)
- 30+ days ago
Become familiar with the accounting, valuation treatment and risk measurement for a variety of asset classes, including equities, futures, fixed income securities, listed options, currency forwards,...
- West Palm Beach, FL (24 miles from Boca Raton, FL)
- 30+ days ago
- West Palm Beach, FL (24 miles from Boca Raton, FL)
- 30+ days ago
interpersonal and communication skills for cross-functional collaboration Proficiency in Microsoft Office Suite and Confluence Ability to work on-site in our office environment Preferred Qualifications: Equities...
Risk Analyst - Borrower Performance
- Fort Lauderdale, FL (16 miles from Boca Raton, FL)
- 30+ days ago
- Fort Lauderdale, FL (16 miles from Boca Raton, FL)
- 30+ days ago
Description We are looking for a Risk Analyst- Borrower Performance to join our team! The Risk Analyst - Borrower Performance position will assess borrower-provided budgets and project schedules,...
Investment Risk Manager (Liquidity)
- Fort Lauderdale, FL (16 miles from Boca Raton, FL)
- 30+ days ago
- Fort Lauderdale, FL (16 miles from Boca Raton, FL)
- 30+ days ago
tools Experience in SQL experience for data extraction, manipulation, and analyses, including complex joins Experience using financial/risk application/software, Bloomberg, MSCI Barra Risk Model, FactSet...
Wholesale Portfolio Management Officer Senior
- Fort Lauderdale, FL (16 miles from Boca Raton, FL)
- 30+ days ago
- Fort Lauderdale, FL (16 miles from Boca Raton, FL)
- 30+ days ago
Overview The Wholesale Portfolio Management Officer Senior is responsible for the independent management, strategic monitoring, and risk assessment of the Bank's most complex and high-risk...
Portfolio Manager - Middle Market
- Ft Lauderdale, FL (16 miles from Boca Raton, FL)
- 45+ days ago
- Ft Lauderdale, FL (16 miles from Boca Raton, FL)
- 45+ days ago
Senior Portfolio Manager Independently manages portfolio of complex customer relationships to ensure ongoing profitability and complete conformity with credit terms....
- Fort Lauderdale, FL (16 miles from Boca Raton, FL)
- 90+ days ago
- Fort Lauderdale, FL (16 miles from Boca Raton, FL)
- 90+ 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...
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
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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
- 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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