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.
About Paysafe Paysafe is a leading payments platform with an extensive track record of serving merchants and consumers in the global entertainment sectors. Its core purpose is to enable businesses...
Senior Financial Crime Risk Analyst - Policy and Training
- Jacksonville, FL
- 1 day ago
- Jacksonville, FL
- 1 day ago
Work Location: New York, New York, United States of America Hours: 40 Pay Details: $33.00 - $54.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues....
Credit Portfolio Manager I - State & Municipal
- Jacksonville, FL
- 1 day ago
- Jacksonville, FL
- 1 day ago
Line of Business: Personal & Commercial Banking Job Description: The Credit Portfolio Manager I (CPM) is responsible to gather financial and general business information pertaining to customer and prospect...
DESCRIPTION The Risk Management Director is responsible for the strategic oversight and execution of the company's insurance and risk management programs. This role leads the development,...
Senior Staff Risk Analyst, Fraud Ops Strategy & Forensic Investigations
- Jacksonville, FL
- 11 days ago
- Jacksonville, FL
- 11 days ago
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance....
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance....
Application Deadline: 08/28/2025 Address: 531 West Morse Boulevard Job Family Group: Commercial Sales & Service BMO is looking for candidates at various career levels (AVP, VP, or Director)...
- Yulee, FL (22 miles from Jacksonville, FL)
- 30+ days ago
- Yulee, FL (22 miles from Jacksonville, FL)
- 30+ days ago
Implements solutions in the design and development of the Countys Risk Management, Safety and Insurance programs, including accident prevention and claims management programs, countywide for BOCC...
- Ponte Vedra Beach, FL (23 miles from Jacksonville, FL)
- 45+ days ago
- Ponte Vedra Beach, FL (23 miles from Jacksonville, FL)
- 45+ days ago
Manager Senior United Community is seeking a highly skilled Portfolio Manager Senior....
and Requirements General Description: The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to...
Leveraged Finance Risk Specialist - Associate
- Jacksonville, FL
- 90+ days ago
- Jacksonville, FL
- 90+ days 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...
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
- 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
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 »