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.
Credit Portfolio Management Associate - Credit Fund
- West Palm Beach, FL (24 miles from Boca Raton, FL)
- 4 hours ago
- West Palm Beach, FL (24 miles from Boca Raton, FL)
- 4 hours ago
The Portfolio Associate will report directly with the Portfolio Manager and indirectly to the Chief Financial Officer/ Chief Operations Officer to inform decision-making in all aspects of the Firm's...
Associate Principal Risk Specialist: Fixed Income, Member Supervision - All FINRA Locations
- Boca Raton, FL
- 7 hours ago
- Boca Raton, FL
- 7 hours ago
Execute functions in support of fixed income specialized units missions including, but not limited to, examinations, investigations, consultations, advisory, knowledge sharing, and quality assurance...
Credit Portfolio Manager II - CRE PMG
- Fort Lauderdale, FL (16 miles from Boca Raton, FL)
- 7 hours ago
- Fort Lauderdale, FL (16 miles from Boca Raton, FL)
- 7 hours ago
The Credit Portfolio Manager II (CPM) performs the financial analysis needed to make credit decisions on new and existing business, supports the commercial banking team and recommends credit solutions...
Financial Crime Risk Manager - Reporting, Escalations, & Risk Appetite
- Fort Lauderdale, FL (16 miles from Boca Raton, FL)
- 7 hours ago
- Fort Lauderdale, FL (16 miles from Boca Raton, FL)
- 7 hours ago
Work Location: Mount Laurel, New Jersey, United States of America Hours: 40 Pay Details: $86,840 - $139,360 USD TD is committed to providing fair and equitable compensation opportunities to all...
Senior Commercial Banking Portfolio Manager
- Fort Lauderdale, FL (16 miles from Boca Raton, FL)
- 2 days ago
- Fort Lauderdale, FL (16 miles from Boca Raton, FL)
- 2 days ago
About this role: Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager in Middle Market Banking as part of the Southeast Division Credit Portfolio Management team....
Location(s): 1414 S Tryon Street, 7th Floor, The Railyard Floors 5-8, Charlotte, North Carolina, 28203, US 901 Yamato Rd., Suite 210E, Boca Raton, Florida, 33431, US 120 North LaSalle, Suite 1700,...
Donor Relations Associate & Annual Fund Manager - 994159
- Fort Lauderdale, FL (16 miles from Boca Raton, FL)
- 22 days ago
- Fort Lauderdale, FL (16 miles from Boca Raton, FL)
- 22 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)
- 24 days ago
- Fort Lauderdale, FL (16 miles from Boca Raton, FL)
- 24 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...
ACCOUNTING & INVESTMENT MANAGER Staffing Now Boynton Beach
- Boynton Beach, FL (11 miles from Boca Raton, FL)
- 30+ days ago
- Boynton Beach, FL (11 miles from Boca Raton, FL)
- 30+ days ago
ACCOUNTING & INVESTMENT MANAGER Staffing Now Boynton Beach, FL (Onsite) Full-Time Job Details Accounting & Investment Manager Delray Beach, FL SNI Companies is seeking an Accounting Manager with...
Operational Risk Manager Location US-MO-Saint Louis ID 2025-7387 Category Enterprise Risk Management Position Type Regular | Full Time Work Type Onsite What You'll Be Doing The Operational Risk...
- Palm Beach, FL (22 miles from Boca Raton, FL)
- 45+ days ago
- Palm Beach, FL (22 miles from Boca Raton, FL)
- 45+ days ago
Why Join Us? The Town of Palm Beach is an award-winning South Florida Top Workplaces recipient sincerely dedicated to setting the standard for local government service delivery. It was also 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
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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
- 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
- Modeling
- 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
- 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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