Portfolio Manager Jobs in Florida
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.
Senior Commercial Banking Portfolio Manager
- Fort Lauderdale, FL
- 1 hour ago
- Fort Lauderdale, FL
- 1 hour ago
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....
Asset Manager - Multifamily & mixed-use
- Palm Beach Gardens, FL
- 5 hours ago
- Palm Beach Gardens, FL
- 5 hours ago
ABOUT RAM Ram Realty Advisors LLC acquires and develops retail, multifamily and mixed-use properties in select high-growth markets throughout the Southeast. The investments are capitalized by...
AVP/VP, Middle Market Specialty Portfolio Manager
- Maitland, FL
- 14 hours ago
- Maitland, FL
- 14 hours ago
At Axiom Bank, we encourage you to aim for the sky and leverage your expertise and passion to excel. We are a growing, dynamic organization this is an exciting time to get on board! We believe in...
SUMMARY/OBJECTIVES The Commercial Portfolio Manager supports the commercial loan and deposit portfolio of one or more Relationship Managers (Commercial with some CRE) providing quality underwriting,...
JOB SUMMARY The Senior Trust Portfolio Manager is responsible for managing complex multi-asset investment portfolios, including equity and fixed income, for institutional and high-net-worth clients....
Senior Portfolio Manager Independently manages portfolio of complex customer relationships to ensure ongoing profitability and complete conformity with credit terms....
As a Risk Manager, you will be responsible for identifying, assessing, and mitigating potential risks that could impact the organization's operations and financial performance. You will develop...
CIB Business Controls & Risk Management, Associate - Dallas/Miami
- Miami, FL
- 3 days ago
- Miami, FL
- 3 days ago
CIB Business Controls & Risk Management, Associate - Dallas/MiamiCountry: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services...
CIB Business Controls & Risk Management, Analyst Dallas/Miami
- Miami, FL
- 4 days ago
- Miami, FL
- 4 days ago
CIB Business Controls & Risk Management, Analyst - Dallas/Miami Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services...
The Commercial Portfolio Manager III - CIP will manage a book of business greater than $100MM+ in commitments and/or outstandings, and/or support a specialty area in a Commercial lending relationship...
Remote WorkDevelopment Risk Manager - Construction Oversight
- Saint Petersburg, FL
- 5 days ago
- Saint Petersburg, FL
- 5 days ago
Under limited supervision, the Development Risk Manager (DRM) works within RJAHI's Asset Management group. The DRM will be a member of a professional team that provides expertise and analysis for...
Financial Crime Risk Analyst II - Sanctions Escalations Level 2 - 10am to 7pm
- Jacksonville, FL
- 5 days ago
- Jacksonville, FL
- 5 days ago
Work Location: Mount Laurel, New Jersey, United States of America Hours: 40 Pay Details: $28.25 - $45.00 USD TD is committed to providing fair and equitable compensation opportunities to all...
Welcome to Pathway Health Partners, the Accountable Care Organization (ACO) that's leading the charge in helping independent providers transition to Value-Based Care. What We Do: Medicare REACH...
Vice President, Hedge Fund Accounting \- 2nd Shift At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial...
OUC - The Reliable One, is presently seeking a Manager, Fuel Portfolio Management & Contracts to join the Electric & Water Production division. At OUC, we don't just work - we're building a bright...
Demographic Data for Florida
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Title Synonyms
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Salary for Portfolio Manager Jobs in Florida
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Florida 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
- Credit Underwriting
- Comprehensive Capital Analysis and Review
- Treasury
- BSA
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Financial Modeling
- Derivatives
- Treasury Management
- Cash Flow Analysis
- Balance Sheets
- Fixed Income
- Commercial Real Estate
- Valuation
- Capital Markets
- Investment Management
- Credit Analysis
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Quantitative Analysis
- Underwriting
- Anti-Money Laundering
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Real Estate
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Implementation
- Analytical Skills
- Auditing
- Negotiation
- Written Communication
- Presentation
- Verbal Communication
- Mentoring
- Collaboration
- Flexibility
- Reporting
- Documentation
- Budgets
- Bachelor's Degree
- Regulations
- Policy Development
- Microsoft Office
- Project Management
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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