Portfolio Manager Jobs in Jacksonville, 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.
Leveraged Finance Risk Specialist - Associate
- Jacksonville, FL
- 7 hours ago
- Jacksonville, FL
- 7 hours ago
J ob Title Leveraged Finance Risk Specialist Corporate Title Associate Location Jacksonville, Florida Overview The Risk Specialist works closely with the Investment Banking and Infrastructure...
Financial Crime Risk Manager - Reporting, Escalations, & Risk Appetite
- Jacksonville, FL
- 10 hours ago
- Jacksonville, FL
- 10 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...
Job Title Risk and Control Specialist Corporate Title Vice President Location Jacksonville, FL OR Cary, NC (ALL LOCATIONS TO BE CONSIDERED) Overview The Risk and Control Specialist role will be...
Financial Crime Risk Specialist - Regulatory Response and Oversight Manager
- Jacksonville, FL
- 2 days ago
- Jacksonville, FL
- 2 days ago
Work Location: New York, New York, 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 AML Financial Crimes Risk Analyst - Screening
- Jacksonville, FL
- 2 days ago
- Jacksonville, FL
- 2 days ago
Work Location: New York, New York, United States of America Hours: 40 Pay Details: $76,128 - $124,800 USD TD is committed to providing fair and equitable compensation opportunities to all...
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....
TOTE is Dedicated, Reliable and Built to Serve. Come join TOTE Resources LLC! We support independently operated companies spanning three business lines: Maritime, Terminals, and Services. The...
Lead Information Security Governance & Risk Specialist
- Jacksonville, FL
- 7 days ago
- Jacksonville, FL
- 7 days ago
Lead Information Security Governance & Risk Specialist EverBank N.A. Jacksonville, FL 32202 Hybrid work Lead Information Security Governance & Risk Specialist The Lead Information Security...
Affordable Housing Regional Portfolio Manager (REF9042X)
- Jacksonville, FL
- 8 days ago
- Jacksonville, FL
- 8 days ago
The Regional Portfolio Manager will be accountable for all operations of the assets in their inventory....
Portfolio Management Officer II/III-Asset Based Finance
- Jacksonville, FL
- 22 days ago
- Jacksonville, FL
- 22 days ago
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and...
Senior Technology Business Consultant for FIS Treasury and Risk Manager Quantum Edition
- Jacksonville, FL
- 45+ days ago
- Jacksonville, FL
- 45+ days ago
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor's Degree Travel Percentage : 25 - 50% Job Description Are you curious,...
Vice President - Risk and Control Manager (Hybrid)
- Jacksonville, FL
- 60+ days ago
- Jacksonville, FL
- 60+ days ago
The Business Risk and Control Officer is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own...
Join our global Non-Financial Risk division who provide advice, valued input, and challenge across our Financial Management and People Enablement in our role as the independent voice of risk. In...
Overview POSITION OVERVIEW Fidelity National Financial (FNF) is currently seeking a highly motivated results-driven Senior IT Risk Analyst with a solid background in identifying and managing IT...
Demographic Data for Jacksonville, FL
Moving to Jacksonville, FL? Find some basic demographic data about Jacksonville, 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 Jacksonville, FL
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Jacksonville, 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
Other Career Titles
Here are some other career titles that require similar skills
Portfolio Manager Related Career Advice Articles
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »