Portfolio Manager Jobs in Longwood, 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.
Risk Specialist I - Data Integrity
- Orlando, FL (11 miles from Longwood, FL)
- 8 days ago
- Orlando, FL (11 miles from Longwood, 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...
Community Credit Risk Mgr I/II (SBA)
- Orlando, FL (11 miles from Longwood, FL)
- 9 days ago
- Orlando, FL (11 miles from Longwood, FL)
- 9 days ago
Minimum experience: Two years of experience as a Community Portfolio Manager with Synovus; or one year of experience as an Associate Community Credit Risk Manager; or six years of combined credit analysis...
- Orlando, FL (11 miles from Longwood, FL)
- 12 days ago
- Orlando, FL (11 miles from Longwood, FL)
- 12 days ago
The Commercial Portfolio Manager is responsible for assisting an assigned Commercial Relationship Manager in managing a portfolio of existing and prospective client relationships to ensure adherence...
- Orlando, FL (11 miles from Longwood, FL)
- 16 days ago
- Orlando, FL (11 miles from Longwood, FL)
- 16 days ago
Description The Risk Analyst II is a mid-level role within the risk department, responsible for identifying, analyzing, and managing several types of risks that could impact the organization's...
- Orlando, FL (11 miles from Longwood, FL)
- 16 days ago
- Orlando, FL (11 miles from Longwood, FL)
- 16 days ago
Daikin Comfort Technologies Distribution, Inc. is seeking a professional, skilled individual for our Private Equity Manager position for our Southern Division located remotely but local to our...
Corporate Portfolio Manager - Team Lead
- Orlando, FL (11 miles from Longwood, FL)
- 17 days ago
- Orlando, FL (11 miles from Longwood, FL)
- 17 days ago
SUMMARY Portfolio Management Team Lead candidates are experienced commercial lending portfolio managers who have the ability to lead a team of Portfolio Managers and Credit Analysts and directly contribute...
- Orlando, FL (11 miles from Longwood, FL)
- 18 days ago
- Orlando, FL (11 miles from Longwood, FL)
- 18 days ago
Manages individual securities (stocks, bonds, REITs, MLPs, etc.), SMAs, alternative investments, and Specialty Assets (i.e....
- Orlando, FL (11 miles from Longwood, FL)
- 27 days ago
- Orlando, FL (11 miles from Longwood, FL)
- 27 days ago
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...
- Orlando, FL (11 miles from Longwood, FL)
- 29 days ago
- Orlando, FL (11 miles from Longwood, FL)
- 29 days ago
Id : 13375, Title : Operational Asset Manager, Category : Flight Operations, RequisitionType : Professional, JobGrade : null, RequisitionId : ...381, ExternalPostedStartDate : 2025-05-13T16:42:10...
Risk Specialist II - Data Integrity
- Orlando, FL (11 miles from Longwood, FL)
- 30+ days ago
- Orlando, FL (11 miles from Longwood, FL)
- 30+ 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...
Demographic Data for Longwood, FL
Moving to Longwood, FL? Find some basic demographic data about Longwood, 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 Longwood, FL
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Longwood, 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
- FactSet
- 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
- Microsoft Excel
- 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 »