Portfolio Manager Jobs in Tampa, 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.
Communicates portfolio statuses and changes regularly to more tenured Portfolio Managers....
Asset Manager JLL parental leave, paid time off, 401(k) United States, Florida, Tampa Jun 07, 2025 JLL empowers you to shape a brighter way. Our people at JLL and JLL Technologies are shaping the...
Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity,...
- Saint Petersburg, FL (16 miles from Tampa, FL)
- 8 days ago
- Saint Petersburg, FL (16 miles from Tampa, FL)
- 8 days ago
Under administrative direction, with a high degree of autonomy, uses extensive knowledge and skills obtained through education and experience to support the Fixed Income Capital Markets (FICM) division...
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...
Portfolio Manager Senior USAA Tampa, United States Posted 12 hours ago Permanent Competitive Portfolio Manager Senior USAA Tampa, United States Portfolio Manager Senior Why USAA?...
Remote WorkManager is responsible for planning, executing, and overseeing a portfolio of projects that contribute to the organization's strategic objectives....
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...
- Saint Petersburg, FL (16 miles from Tampa, FL)
- 25 days ago
- Saint Petersburg, FL (16 miles from Tampa, FL)
- 25 days ago
Under limited supervision, uses general knowledge and skills obtained through formal education and work experience to perform risk analysis of limited scope and complexity to support the RIA &...
with focus on portfolio construction, tax efficiency, portfolio replication, and large volume analytics Experience working with optimizers, risk models, and products such as Axioma, Barra, Bloomberg, FactSet...
Excited to grow your career? We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If...
Senior Portfolio Manager - 2nd Line of Defense
- Saint Petersburg, FL (16 miles from Tampa, FL)
- 26 days ago
- Saint Petersburg, FL (16 miles from Tampa, FL)
- 26 days ago
The **Senior Portfolio Manager - 2nd Line of Defense** plays a pivotal role in strengthening the organization's risk management framework....
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...
Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At...
Portfolio Manager - Client Migrations - Senior Associate
- Tampa, FL
- 28 days ago
- Tampa, FL
- 28 days ago
As a Portfolio Management Senior associate, youll play a pivotal role ensuring the efficiency and accuracy of the book of work. Central Migrations Office (CMO) portfolio management team is...
Demographic Data for Tampa, FL
Moving to Tampa, FL? Find some basic demographic data about Tampa, FL below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Tampa, FL
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Tampa, 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
- Mortgage Processing
- Anti-Money Laundering
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Modeling
- Real Estate
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Analytical Skills
- Implementation
- Consulting
- Auditing
- Negotiation
- Presentation
- Verbal Communication
- 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
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