Portfolio Manager Jobs in Clearwater, 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.
- Saint Petersburg, FL (16 miles from Clearwater, FL)
- 5 hours ago
- Saint Petersburg, FL (16 miles from Clearwater, FL)
- 5 hours ago
Return to selected search result Risk Analyst - RJ Bank Apply locations FL - Saint Petersburg - 880 Carillon Pkwy Tower 4 time type Full time posted on Posted Today job requisition id R-0006479...
Portfolio Manager - Wholesale Credit Delivery - Dealer Services segment
- Tampa, FL (19 miles from Clearwater, FL)
- 11 hours ago
- Tampa, FL (19 miles from Clearwater, FL)
- 11 hours ago
Portfolio Manager & Underwriters will be responsible for underwriting and management of significant client exposure....
- Tampa, FL (19 miles from Clearwater, FL)
- 6 days ago
- Tampa, FL (19 miles from Clearwater, FL)
- 6 days ago
Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At...
- Tampa, FL (19 miles from Clearwater, FL)
- 7 days ago
- Tampa, FL (19 miles from Clearwater, FL)
- 7 days ago
Bachelors degree in finance, economics, business, mathematics, or a related field 1+ equivalent years of experience in equity research, portfolio management, investment banking, or a related field Mastery...
- Tampa, FL (19 miles from Clearwater, FL)
- 7 days ago
- Tampa, FL (19 miles from Clearwater, FL)
- 7 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...
- Tampa, FL (19 miles from Clearwater, FL)
- 8 days ago
- Tampa, FL (19 miles from Clearwater, FL)
- 8 days ago
This role is local to Tampa, FL but you will work remotely as there is not currently an office there. Our client is a Registered Investment Advisor (RIA) that manages over 3.5 Billion for...
Remote Work- Saint Petersburg, FL (16 miles from Clearwater, FL)
- 8 days ago
- Saint Petersburg, FL (16 miles from Clearwater, FL)
- 8 days ago
Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial...
CFCR Risk Assessment, Specialist
- Tampa, FL (19 miles from Clearwater, FL)
- 8 days ago
- Tampa, FL (19 miles from Clearwater, FL)
- 8 days ago
Job Summary We are seeking a detail-oriented and proactive Risk Assessment Associate, to join our Compliance, Financial Crime, and Conduct Risk ("CFCR") Risk Assessment team in the Americas. This...
HR Risk Managers Control Self-Assessment (MCA) Senior Vice President
- Tampa, FL (19 miles from Clearwater, FL)
- 9 days ago
- Tampa, FL (19 miles from Clearwater, FL)
- 9 days ago
Individuals in MCA are responsible for designing and implementing a comprehensive and robust Managers Control Self-Assessment (MCA), also known as Risk & Control Self-Assessment (RCSA), and the...
- Tampa, FL (19 miles from Clearwater, FL)
- 9 days ago
- Tampa, FL (19 miles from Clearwater, FL)
- 9 days ago
Responsibilities include but are not limited to: Responsible for monitoring on a timely basis the ongoing financial health of an assigned loan portfolio while maintaining the ongoing communication...
- Saint Petersburg, FL (16 miles from Clearwater, FL)
- 12 days ago
- Saint Petersburg, FL (16 miles from Clearwater, FL)
- 12 days ago
Responsibilities include but are not limited to: Responsible for monitoring on a timely basis the ongoing financial health of an assigned loan portfolio while maintaining the ongoing communication...
Sr. Vendor Risk Analyst (Second Line of Defense), Vice President - Full-time
- Tampa, FL (19 miles from Clearwater, FL)
- 17 days ago
- Tampa, FL (19 miles from Clearwater, FL)
- 17 days ago
Do you want your voice heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're...
Remote WorkRisk Analyst, VP - Risk Modeling
- Tampa, FL (19 miles from Clearwater, FL)
- 22 days ago
- Tampa, FL (19 miles from Clearwater, FL)
- 22 days ago
Credit One Bank, N.A. (Las Vegas, NV) has multiple openings: Risk Analyst II(#C1B225) - Design, development, & implementation of both data (primarily SAS) & reporting layer (primarily Tableau) to...
- Tampa, FL (19 miles from Clearwater, FL)
- 23 days ago
- Tampa, FL (19 miles from Clearwater, FL)
- 23 days ago
Location: On site in Tampa, 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...
SITEC - Software Asset Manager - MacDill AFB
- Tampa, FL (19 miles from Clearwater, FL)
- 25 days ago
- Tampa, FL (19 miles from Clearwater, FL)
- 25 days ago
Responsibilities Enterprise Contract (SITEC) - 3 EOM. This position is located at MacDill AFB in Florida. The purpose of the Special Operations Forces Information Technology Enterprise Contract...
Demographic Data for Clearwater, FL
Moving to Clearwater, FL? Find some basic demographic data about Clearwater, FL below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Clearwater, FL
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Clearwater, 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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