Portfolio Manager Jobs in Roswell, 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.
- Peachtree Corners, GA (13 miles from Roswell, GA)
- 6 hours ago
- Peachtree Corners, GA (13 miles from Roswell, GA)
- 6 hours ago
WAREHOUSE ASSET MANAGER Capstone Logistics, LLC Peachtree Corners, GA (Onsite) Full-Time Job Details Shift: Compensation: Competitive Warehouse Asset Manager JOB SUMMARY: We are seeking a...
Business Unit Risk Specialist I
- Atlanta, GA (21 miles from Roswell, GA)
- 11 hours ago
- Atlanta, GA (21 miles from Roswell, GA)
- 11 hours ago
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
Portfolio Manager - Wholesale Credit Delivery - Dealer Services segment
- Atlanta, GA (21 miles from Roswell, GA)
- 11 hours ago
- Atlanta, GA (21 miles from Roswell, GA)
- 11 hours ago
Portfolio Manager & Underwriters will be responsible for underwriting and management of significant client exposure....
Lead Commercial Banking Portfolio Manager - Auto Group
- Atlanta, GA (21 miles from Roswell, GA)
- 1 day ago
- Atlanta, GA (21 miles from Roswell, GA)
- 1 day ago
About this role: Wells Fargo is seeking a Lead Commercial Banking Portfolio Manager within our Auto Group for clients with annual revenue of $100MM to $2B as part of the Commercial Bank....
Risk Analyst, Loss Forecasting
- Kennesaw, GA (12 miles from Roswell, GA)
- 2 days ago
- Kennesaw, GA (12 miles from Roswell, GA)
- 2 days ago
Job Title: Risk Analyst, Loss Forecasting Reports To: VP, Risk Collections Strategy Analysis FLSA Status: Exempt Department: Risk JOB SUMMARY Responsible for supporting our loss forecasting and...
- Atlanta, GA (21 miles from Roswell, GA)
- 4 days ago
- Atlanta, GA (21 miles from Roswell, GA)
- 4 days ago
The Portfolio Management Manager serves as a critical member of the M&A and Business Development team, facilitating franchisee and corporate restaurant transactions that drive portfolio...
OTR Solutions is an innovator in the transportation industry providing a suite of factoring, fuel, and business management focused solutions. We help new and established companies get fast access...
Associate Real Estate Portfolio Manager- REMOTE
- Atlanta, GA (21 miles from Roswell, GA)
- 6 days ago
- Atlanta, GA (21 miles from Roswell, GA)
- 6 days ago
Job Description : Summary The Associate Real Estate Portfolio Manager will act as a team lead in the negotiation, financial evaluation, problem solving and legal research associated with Ryders' Real...
Remote Work- Atlanta, GA (21 miles from Roswell, GA)
- 6 days ago
- Atlanta, GA (21 miles from Roswell, GA)
- 6 days ago
Our portfolio managers work with leading-edge portfolio risk and optimization technologies....
Business Unit Risk Specialist II - Wholesale Credit Delivery/Wholesale Business Enablement
- Atlanta, GA (21 miles from Roswell, GA)
- 6 days ago
- Atlanta, GA (21 miles from Roswell, GA)
- 6 days ago
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
Director, Risk Management and Insurance
- Atlanta, GA (21 miles from Roswell, GA)
- 7 days ago
- Atlanta, GA (21 miles from Roswell, GA)
- 7 days ago
The Director, Risk Management and Insurance is based in Atlanta, Georgia and reports directly to the Senior Vice President & Treasurer within the Finance Division at Delta Air Lines. The position...
- Atlanta, GA (21 miles from Roswell, GA)
- 8 days ago
- Atlanta, GA (21 miles from Roswell, GA)
- 8 days ago
Who are we? At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending,...
Senior Product Manager for Portfolio Tools
- Atlanta, GA (21 miles from Roswell, GA)
- 8 days ago
- Atlanta, GA (21 miles from Roswell, GA)
- 8 days ago
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and...
Application Portfolio Management
- Atlanta, GA (21 miles from Roswell, GA)
- 9 days ago
- Atlanta, GA (21 miles from Roswell, GA)
- 9 days ago
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can...
- Atlanta, GA (21 miles from Roswell, GA)
- 12 days ago
- Atlanta, GA (21 miles from Roswell, GA)
- 12 days ago
Asset Manager Job ID 233896 Posted 15-Aug-2025 Service line Advisory Segment Role type Full-time Areas of Interest Capital Markets Location(s) Atlanta - Georgia - United States of America About...
Demographic Data for Roswell, GA
Moving to Roswell, GA? Find some basic demographic data about Roswell, GA 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 Roswell, GA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Roswell, GA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Real Estate Management
- Loss Control
- Asset Allocation
- Comprehensive Capital Analysis and Review
- Credit Underwriting
- Financial Statement Analysis
- Treasury
- Derivatives
- Financial Statements
- Financial Modeling
- Commercial Lending
- Treasury Management
- BSA
- Balance Sheets
- Wealth Management
- Cash Flow Analysis
- Fixed Income
- Capital Markets
- Valuation
- Lending
- Commercial Real Estate
- Financial Analysis
- Investment Management
- Credit Analysis
- Client Relationships
- Financial Services
- Underwriting
- Anti-Money Laundering
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Finance
- Real Estate
- Reimbursement
- Risk Management
- Strategy Development
- Decision Making
- Implementation
- Auditing
- Accounting
- Negotiation
- Written Communication
- Documentation
- Presentation
- Education Experience
- Reporting
- Collaboration
- Flexibility
- Budgets
- Bachelor's Degree
- Policy Development
- Project Management
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- 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 »