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.
Transition Asset Manager I locations FL - Saint Petersburg - 880 Carillon Pkwy Tower 4 time type Full time posted on Posted Today job requisition id R-0004167 Job Description Job Summary Under...
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for...
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for...
SUMMARY: Come join a dynamic team working for one of the leading regional banking brands in the nation! BankUnited is ranked as a top national "Most Trusted" company in the banking industry and #1...
Financial Crime Risk Specialist - Regulatory Response and Oversight Manager
- Jacksonville, FL
- 15 hours ago
- Jacksonville, FL
- 15 hours 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
- 15 hours ago
- Jacksonville, FL
- 15 hours 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...
Senior Commercial Banking Portfolio Manager
- Jacksonville, FL
- 16 hours ago
- Jacksonville, FL
- 16 hours 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....
Date: Apr 29, 2025 Location: Miami Lakes, FL, US, 33016 Company: Popular Workplace Type: On-site Commercial Banking Portfolio Manager Middle Market South Florida This role is responsible for managing...
Portfolio Management Officer II/III-Asset Based Finance
- Naples, FL
- 16 hours ago
- Naples, FL
- 16 hours 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...
Job Description Description SAIC is currently looking for an IT Asset Manager to support our team in Panama City, Florida Job Description: Inventory management - Manage inventory of license and...
Job Title: Commercial Loan Portfolio Manager Primary Location: 12471 W....
Software Asset Manager, Mid Key Role: Execute processes and workflows in accordance with the policies, processes, and objectives as defined in the Asset Management Strategy plan. Perform reporting...
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...
About TruAmerica Founded in July 2013, TruAmerica Multifamily is a partnership between industry veteran Robert E. Hart and The Guardian Life Insurance Company of America. The company is based on...
Transition Asset Manager locations FL - Saint Petersburg - 880 Carillon Pkwy Tower 4 time type Full time posted on Posted 2 Days Ago job requisition id R-0004142 Job Description Job Summary Under...
Demographic Data for Florida
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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 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
- 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
- Investment Banking
- Anti-Money Laundering
- Investment Management
- Lending
- Financial Services
- Financial Analysis
- Client Relationships
- Underwriting
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Finance
- Real Estate
- Accounting
- Reimbursement
- Risk Management
- Strategy Development
- Analytical Skills
- Implementation
- Decision Making
- Written Communication
- Auditing
- Presentation
- Negotiation
- Collaboration
- Mentoring
- Documentation
- Interpersonal Skills
- 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
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