Portfolio Manager Jobs in Coconut Grove, 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 Manager II - CRE PMG
- Coral Gables, FL (2 miles from Coconut Grove, FL)
- 7 hours ago
- Coral Gables, FL (2 miles from Coconut Grove, 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...
Senior Portfolio Manager - Commercial Real Estate Credit Delivery
- Miami, FL (4 miles from Coconut Grove, FL)
- 14 hours ago
- Miami, FL (4 miles from Coconut Grove, FL)
- 14 hours ago
Builds and maintains constructive relationships including Central Credit, Relationship Managers, Portfolio Managers and Wholesale CRE cross functional leadership....
Senior Third Party Risk Analyst
- Miami Lakes, FL (12 miles from Coconut Grove, FL)
- 2 days ago
- Miami Lakes, FL (12 miles from Coconut Grove, FL)
- 2 days ago
SUMMARY: Come join a dynamic team working for one of the leading regional banking brands in the nation! BankUnited is ranked as a top national "Most Trusted" company in the banking industry and #1...
Commercial Banking Portfolio Manager
- Miami Lakes, FL (12 miles from Coconut Grove, FL)
- 2 days ago
- Miami Lakes, FL (12 miles from Coconut Grove, FL)
- 2 days ago
Date: Apr 29, 2025 Location: Miami Lakes, FL, US, 33016 Company: Popular Workplace Type: On-site Commercial Banking Portfolio Manager Middle Market South Florida This role is responsible for managing...
- Miami, FL (4 miles from Coconut Grove, FL)
- 2 days ago
- Miami, FL (4 miles from Coconut Grove, FL)
- 2 days ago
About TruAmerica Founded in July 2013, TruAmerica Multifamily is a partnership between industry veteran Robert E. Hart and The Guardian Life Insurance Company of America. The company is based on...
- Miami, FL (4 miles from Coconut Grove, FL)
- 6 days ago
- Miami, FL (4 miles from Coconut Grove, FL)
- 6 days ago
Responsible for identifying, assessing, and mitigating risks that could impact the organization's operations, reputation, and financial performance. This position would also assist the team in...
- Miami, FL (4 miles from Coconut Grove, FL)
- 6 days ago
- Miami, FL (4 miles from Coconut Grove, FL)
- 6 days ago
What's the role about Paysend is hiring! We are looking for a talented Fincrime Risk Manager to become a valued member of our team. As a Fincrime Risk Manager, you will play a pivotal role in...
- Miami, FL (4 miles from Coconut Grove, FL)
- 8 days ago
- Miami, FL (4 miles from Coconut Grove, FL)
- 8 days ago
Risk Manager #WSO-11249 Coconut Grove, Florida, United States Company Watsco, Inc Job Description Watsco Inc. is the largest distributor of air conditioning, heating and refrigeration equipment...
Investment Manager, Latin America Private Bank
- Miami, FL (4 miles from Coconut Grove, FL)
- 8 days ago
- Miami, FL (4 miles from Coconut Grove, FL)
- 8 days ago
J ob Title: Investment Manager, Latin America Private Bank Corporate Title: Associate Location: Miami, FL Overview As an Investment Manager (IM), Latin American within the Private Bank you will...
- Miami, FL (4 miles from Coconut Grove, FL)
- 13 days ago
- Miami, FL (4 miles from Coconut Grove, FL)
- 13 days ago
Job Description In Strategy & Consulting we work with C-suite executives, leaders and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive...
Portfolio Management Officer- Waterford
- Miami, FL (4 miles from Coconut Grove, FL)
- 20 days ago
- Miami, FL (4 miles from Coconut Grove, FL)
- 20 days ago
PORTFOLIO MANAGEMENT OFFICER Commercial Lending Portfolio Job Summary: Responsible for lo an monitoring during li fe cycle to includ e all internal and external reporting requirements, company I...
- Miami, FL (4 miles from Coconut Grove, FL)
- 23 days ago
- Miami, FL (4 miles from Coconut Grove, FL)
- 23 days ago
Job Description At Strategy & Consulting, we work closely with C-suite executives and industry leaders to drive transformation across all areas of their businesses. Our mission is to help...
- Miami, FL (4 miles from Coconut Grove, FL)
- 28 days ago
- Miami, FL (4 miles from Coconut Grove, FL)
- 28 days ago
Senior Financial Risk Manager Department: Risk Management Reports To: Chief Risk Officer Employment Status: Full-Time, Exempt Office Location: Remote / Hybrid (NYC or Miami) Job Summary Reporting...
Capital Markets Investment Manager
- Miami, FL (4 miles from Coconut Grove, FL)
- 30+ days ago
- Miami, FL (4 miles from Coconut Grove, FL)
- 30+ days ago
Capital Markets Investment Manager (Miami, FL) Update & refine fin'l proformas to reflect current real estate project metrics & techn'l milestones, mkt conditions & investment scenarios. Dvlp &...
- Miami, FL (4 miles from Coconut Grove, FL)
- 45+ days ago
- Miami, FL (4 miles from Coconut Grove, FL)
- 45+ days ago
This Opportunity At WSP, we are driven by inspiring the right people to be part of our future-focused business objectives. Our devotion to teamwork has allowed us to build communities and expand...
Demographic Data for Coconut Grove, FL
Moving to Coconut Grove, FL? Find some basic demographic data about Coconut Grove, FL below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Coconut Grove, FL
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Coconut Grove, 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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