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.
- Miami, FL (4 miles from Coconut Grove, FL)
- 13 hours ago
- Miami, FL (4 miles from Coconut Grove, FL)
- 13 hours ago
Annual Fund Manager Legal Services of Greater Miami, Inc. (Legal Services), a top-rated non-profit law firm serving the South Florida povertymunity, is seeking a highly-motivated, experienced...
Wholesale Credit Risk Manager Sr. UW/PM)
- Miami, FL (4 miles from Coconut Grove, FL)
- 2 days ago
- Miami, FL (4 miles from Coconut Grove, FL)
- 2 days ago
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 credit...
Portfolio Management Officer - Commercial Lending - Florida
- Miami, FL (4 miles from Coconut Grove, FL)
- 3 days ago
- Miami, FL (4 miles from Coconut Grove, FL)
- 3 days ago
Job Summary: Responsible for loan monitoring during life cycle to include all internal and external reporting requirements, company I borrower news and press releases and all relevant events....
Wholesale Credit Risk Manager Sr. UW/PM)
- Coral Gables, FL (2 miles from Coconut Grove, FL)
- 3 days ago
- Coral Gables, FL (2 miles from Coconut Grove, FL)
- 3 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...
- Miami, FL (4 miles from Coconut Grove, FL)
- 4 days ago
- Miami, FL (4 miles from Coconut Grove, FL)
- 4 days ago
Salary Not Available Position range in Miami-Fort Lauderdale-West Palm Beach, FL Metropolitan Statistical Area $79k - $138k Per Year Risk Analyst (On-Site) Educational Federal Credit Union...
Director of Risk Management and Quality Assurance
- Hollywood, FL (21 miles from Coconut Grove, FL)
- 4 days ago
- Hollywood, FL (21 miles from Coconut Grove, FL)
- 4 days ago
Salary Not Available Position range in Miami-Fort Lauderdale-West Palm Beach, FL Metropolitan Statistical Area $74k - $164k Per Year Director of Risk Management and Quality Assurance Northern...
Risk Specialist I - Data Integrity
- Miami Gardens, FL (15 miles from Coconut Grove, FL)
- 7 days ago
- Miami Gardens, FL (15 miles from Coconut Grove, FL)
- 7 days ago
The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services...
Risk Specialist I - Data Integrity
- Miami Lakes, FL (12 miles from Coconut Grove, FL)
- 8 days ago
- Miami Lakes, FL (12 miles from Coconut Grove, FL)
- 8 days ago
The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services...
- Miami, FL (4 miles from Coconut Grove, FL)
- 9 days ago
- Miami, FL (4 miles from Coconut Grove, FL)
- 9 days ago
We are seeking an experienced Portfolio Manager with in-depth knowledge of the U.S. financial markets and client base....
- Miami, FL (4 miles from Coconut Grove, FL)
- 10 days ago
- Miami, FL (4 miles from Coconut Grove, FL)
- 10 days ago
Overview The Model Risk Analyst role contributes to the overall quality of risk management across the Bank by collaborating with Risk Management directors, senior leaders, business unit managers,...
Finance Capital Manager for Global Marine Operations
- Miami, FL (4 miles from Coconut Grove, FL)
- 12 days ago
- Miami, FL (4 miles from Coconut Grove, FL)
- 12 days ago
Journey with us! Combine your career goals and sense of adventure by joining our exciting team of employees. Royal Caribbean Group is pleased to offer a competitive compensation and benefits...
REMOTE- Senior IT Portfolio Manager
- Coral Gables, FL (2 miles from Coconut Grove, FL)
- 12 days ago
- Coral Gables, FL (2 miles from Coconut Grove, FL)
- 12 days ago
A client is looking for a Senior IT Portfolio Manager to sit remotely....
Remote Work- Miami, FL (4 miles from Coconut Grove, FL)
- 14 days ago
- Miami, FL (4 miles from Coconut Grove, FL)
- 14 days ago
We are seeking an experienced and analytical Financial Risk Manager to lead our efforts in identifying, assessing, and managing market (interest rate risk), price, liquidity, and investment risks...
- Miami, FL (4 miles from Coconut Grove, FL)
- 18 days ago
- Miami, FL (4 miles from Coconut Grove, FL)
- 18 days ago
Risk Manager Miami, FL ABOUT HUT 8 Imagine the ultimate destination for those who want to work at the cutting edge of technology, energy, and infrastructure. Hut 8 is on a mission to build and...
Entry Level - Wealth Manager - FL, Miami (2317)
- Miami, FL (4 miles from Coconut Grove, FL)
- 19 days ago
- Miami, FL (4 miles from Coconut Grove, FL)
- 19 days ago
Entry Level - Wealth Manager - FL, Miami () (PIN_) Entry Level - Wealth Manager - FL, Miami () (PIN_) Primary Location : UNITED STATES-FL-Miami Organization : Equitable Advisors Description...
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
- Asset Allocation
- Comprehensive Capital Analysis and Review
- Treasury
- Credit Underwriting
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Treasury Management
- Financial Modeling
- Derivatives
- Wealth Management
- Balance Sheets
- Cash Flow Analysis
- Fixed Income
- Commercial Real Estate
- Valuation
- Investment Banking
- Capital Markets
- Credit Analysis
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Underwriting
- Anti-Money Laundering
- Mortgage Processing
- Portfolio Management
- Risk Analysis
- Asset Management
- Due Diligence
- Modeling
- Real Estate
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Analytical Skills
- Implementation
- Consulting
- Auditing
- Negotiation
- Presentation
- Written Communication
- Collaboration
- Documentation
- Reporting
- Bachelor's Degree
- Budgets
- Regulations
- Policy Development
- Microsoft Office
- Project Management
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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