Portfolio Manager Jobs in Alpharetta, GA
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.
- Smyrna, GA (21 miles from Alpharetta, GA)
- 6 hours ago
- Smyrna, GA (21 miles from Alpharetta, GA)
- 6 hours ago
Who We Are: At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 35 years, weve been committed to making dreams come true for independent car...
Senior Commercial Portfolio Manager
- Suwanee, GA (12 miles from Alpharetta, GA)
- 3 days ago
- Suwanee, GA (12 miles from Alpharetta, GA)
- 3 days ago
Job Summary The Senior Commercial Portfolio Manager is a key member of the client team and credit leader within the organization....
Senior Director, Portfolio Management & Product Rationalization
- Alpharetta, GA
- 7 days ago
- Alpharetta, GA
- 7 days ago
Overview Are you ready for what’s next, now? Director, Portfolio Management & Product Rationalization Location: Alpharetta, GA preferred Level: Sr Director/ Director Company Overview: Aptean is a...
**Job Title** Portfolio Manager **What does a successful Portfolio Manager do at Fiserv?...
The Healthcare Portfolio Manager works closely with internal and external stakeholders to ensure project success, contractpliance, and operational efficiency....
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...
- Kennesaw, GA (18 miles from Alpharetta, GA)
- 10 days ago
- Kennesaw, GA (18 miles from Alpharetta, GA)
- 10 days ago
Please apply to the position through the link below: About the Role: CES Technologies is seeking a proactive and highly organized Asset Manager to oversee the operations of our central warehouse...
Calling all innovators - find your future at Fiserv.** We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial...
- Roswell, GA (6 miles from Alpharetta, GA)
- 15 days ago
- Roswell, GA (6 miles from Alpharetta, GA)
- 15 days ago
We are looking for a skilled and experienced Investment Portfolio Manager to join our dynamic team....
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...
Business Risk Analyst Senior - onsite, Columbus or Roswell - Audit, Risk or Compliance exp required
- Roswell, GA (6 miles from Alpharetta, GA)
- 19 days ago
- Roswell, GA (6 miles from Alpharetta, GA)
- 19 days ago
Job Summary: Promotes risk management initiatives in Division to effectively identify, assess, mitigate and monitor risks across all Teams and support functions. Analyzes the current business...
Risk Analyst Mergers & Acquisitions
- Dunwoody, GA (10 miles from Alpharetta, GA)
- 22 days ago
- Dunwoody, GA (10 miles from Alpharetta, GA)
- 22 days ago
Greyling Insurance Brokerage, a division of EPIC, (Greyling) is a leading insurance broker and risk management consultant for architecture, engineering, construction contracting, and legal...
Company: EPIC Location: Alpharetta, GA Career Level: Associate Industries: Banking, Insurance, Financial Services Description Greyling Insurance Brokerage, a division of EPIC, (Greyling) is a...
Commercial Portfolio Manager II
- Marietta, GA (19 miles from Alpharetta, GA)
- 24 days ago
- Marietta, GA (19 miles from Alpharetta, GA)
- 24 days ago
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,...
Morgan Stanley is seeking an experienced Insurance Risk Manager to join our Risk and Insurance Management Department (RIMD). This Executive Director role focuses on professional liability lines...
Demographic Data for Alpharetta, GA
Moving to Alpharetta, GA? Find some basic demographic data about Alpharetta, GA below.
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Title Synonyms
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Salary for Portfolio Manager Jobs in Alpharetta, GA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Alpharetta, GA 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
- 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
- Sales
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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