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.
VP, Portfolio Manager Commercial Banking Dealer Finance
- BMO (Bank of Montreal)
- Tampa, FL (19 miles from Clearwater, FL)
- 1 day ago
- Tampa, FL (19 miles from Clearwater, FL)
- 1 day ago
Assesses client repayment capacity by utilizing financial models and analytical tools to recommend appropriate loan structures and collateral requirements....
In Person- TD Bank
- Tampa, FL (19 miles from Clearwater, FL)
- 5 days ago
- Tampa, FL (19 miles from Clearwater, FL)
- 5 days ago
The Credit Portfolio Manager II manages a designated portfolio of commercial loans assuring all aspects of compliance with loan agreements, regulatory requirements and underwriting and risk rating policy...
In PersonSenior Portfolio Manager, Private Asset Management (Tampa, FL)
- TIAA
- Tampa, FL (19 miles from Clearwater, FL)
- 5 days ago
- Tampa, FL (19 miles from Clearwater, FL)
- 5 days ago
Portfolio Management The Portfolio Manager optimizes the investment performance of client portfolios by selecting assets that maximize return while appropriately balancing risk....
In PersonTrading Fund Manager (Remote) You Trade Company Funds (Up to $100K)
- Day Trade U
- Tampa, FL (19 miles from Clearwater, FL)
- 9 days ago
- Tampa, FL (19 miles from Clearwater, FL)
- 9 days ago
un Trading Fund Manager (Remote) - You Trade Company Funds (Up to $100K) (Tampa Area) Day Trade U image 1 of 7 compensation: $0 - $150,000+ performance-based earnings depending on trading results...
RemoteDir Enterprise Portfolio Management
- H. Lee Moffitt Cancer Center
- Tampa, FL (19 miles from Clearwater, FL)
- 11 days ago
- Tampa, FL (19 miles from Clearwater, FL)
- 11 days ago
DIR ENTERPRISE PORTFOLIO MANAGEMENT H. Lee Moffitt Cancer Center - 3.9 Tampa, FL Job Details Full-time 1 day ago Qualifications Project team coordination Project reporting Project development...
In Person Full TimeCapital Market & Financial Risk Management Consultant
- Infosys Limited
- Tampa, FL (19 miles from Clearwater, FL)
- 12 days ago
- Tampa, FL (19 miles from Clearwater, FL)
- 12 days ago
implementation, configuration, and maintenance Effective collaboration and communication abilities with cross-functional teams Required Skill and Experience Experience with Capital Markets products (e.g., Equities...
In PersonCapital Market & Financial Risk Management Consultant
- Infosys
- Tampa, FL (19 miles from Clearwater, FL)
- 13 days ago
- Tampa, FL (19 miles from Clearwater, FL)
- 13 days ago
In the assigned Job Role of Domain Consultant 2, your Area Of Responsibility will be as below: Analyze client business processes to identify optimization opportunities and align them with...
In PersonPortfolio Manager, Health and Wealth Distribution Operations
- AMERILIFE US, LLC
- Clearwater, FL
- 14 days ago
- Clearwater, FL
- 14 days ago
Job Summary AmeriLife is seeking a Portfolio Manager, Health and Wealth Distribution, to serve as the lead portfolio manager for critical health and wealth distribution initiatives, especially in the...
In PersonPreservation Portfolio Manager/Director
- Raymond James Financial, Inc.
- Saint Petersburg, FL (16 miles from Clearwater, FL)
- 14 days ago
- Saint Petersburg, FL (16 miles from Clearwater, FL)
- 14 days ago
Preservation Portfolio Manager/Director Raymond James Financial, Inc. - 3.8 Saint Petersburg, FL Job Details Full-time 18 hours ago Benefits Paid holidays Health insurance Dental insurance Paid time...
In Person- Raymond James
- Saint Petersburg, FL (16 miles from Clearwater, FL)
- 19 days ago
- Saint Petersburg, FL (16 miles from Clearwater, FL)
- 19 days ago
Job Description Summary Monitor and analyze the organization's operational risk exposure, and contribute to the development of operational risk policies. Analyze existing processes, procedures and...
In PersonPortfolio Manager, Enterprise Transformation
- AMERILIFE US, LLC
- Clearwater, FL
- 30+ days ago
- Clearwater, FL
- 30+ days ago
Job Summary About the Role AmeriLife is seeking an Portfolio Manager, Enterprise Transformation, to serve as the lead portfolio manager for critical enterprise initiatives, especially in the areas of...
In PersonDigital Solutions Portfolio Manager Senior Associate
- DTCC Candidate Experience Site
- Tampa, FL (19 miles from Clearwater, FL)
- 30+ days ago
- Tampa, FL (19 miles from Clearwater, FL)
- 30+ days ago
View More Jobs Digital Solutions Portfolio Manager Senior Associate Tampa, FL, United States and 1 more Be the First to Apply Apply Now Job Info Job Identification 213494 Job Category Project Management...
Hybrid Full TimeGlobal Tax Risk Management- Manager
- PwC
- Tampa, FL (19 miles from Clearwater, FL)
- 30+ days ago
- Tampa, FL (19 miles from Clearwater, FL)
- 30+ days ago
At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations...
In PersonInformation Risk Manager, Vice President
- MUFG
- Tampa, FL (19 miles from Clearwater, FL)
- 45+ days ago
- Tampa, FL (19 miles from Clearwater, FL)
- 45+ 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 worlds leading financial groups. Across the globe, were...
HybridSenior Market & Investor CRE Portfolio Manager
- First Horizon Bank
- Tampa, FL (19 miles from Clearwater, FL)
- 60+ days ago
- Tampa, FL (19 miles from Clearwater, FL)
- 60+ days ago
ESSENTIAL DUTIES AND RESPONSIBILITIES The Portfolio Manager – Market/ Investor CRE will be responsible for preparing comprehensive credit analyses on non-owner occupied commercial real estate loans...
In PersonDemographic 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
Users interested in this job title also searched for the following job titles
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
- Freddie Mac
- Credit Underwriting
- Financial Statements
- Asset Allocation
- Financial Statement Analysis
- Financial Modeling
- Wealth Management
- Treasury
- Commercial Lending
- Investment Banking
- Treasury Management
- Cash Flow Analysis
- BSA
- Derivatives
- Valuation
- Fixed Income
- Credit Analysis
- Capital Markets
- Investment Management
- Capital Planning
- Anti-Money Laundering
- Financial Analysis
- Commercial Real Estate
- Lending
- Underwriting
- Risk Analysis
- Portfolio Management
- Financial Services
- Due Diligence
- Asset Management
- Modeling
- Real Estate
- Business Administration
- Finance
- Accounting
- Reimbursement
- Analytical Skills
- Risk Management
- Strategy Development
- Decision Making
- Negotiation
- Auditing
- Written Communication
- Presentation
- Documentation
- Mentoring
- Budgets
- Implementation
- Verbal Communication
- Reporting
- Policy Development
- Collaboration
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Staff Supervision
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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