Portfolio Manager Jobs in Suwanee, 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 (10 miles from Suwanee, GA)
- 6 hours ago
- Peachtree Corners, GA (10 miles from Suwanee, 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...
- Roswell, GA (16 miles from Suwanee, GA)
- 4 days ago
- Roswell, GA (16 miles from Suwanee, GA)
- 4 days ago
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...
- Sandy Springs, GA (19 miles from Suwanee, GA)
- 24 days ago
- Sandy Springs, GA (19 miles from Suwanee, GA)
- 24 days ago
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown's Risk Solutions team, formerly known as...
- Sandy Springs, GA (19 miles from Suwanee, GA)
- 30+ days ago
- Sandy Springs, GA (19 miles from Suwanee, GA)
- 30+ days ago
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown's Risk Solutions team, formerly known as...
Senior Credit and Risk Analyst
- Alpharetta, GA (12 miles from Suwanee, GA)
- 30+ days ago
- Alpharetta, GA (12 miles from Suwanee, GA)
- 30+ days ago
About Inhabit Inhabit operates a unique collective of tech-forward companies serving the residential, commercial, and short-term rental industries. Our team members deliver best-in-class software...
- Lawrenceville, GA (9 miles from Suwanee, GA)
- 45+ days ago
- Lawrenceville, GA (9 miles from Suwanee, GA)
- 45+ days ago
CAR Financial Services, an industry-leading provider of cash flow enhancement programs to independent auto dealers, is seeking a multi-tasking individual who would like to join our team. No...
Payroll Services Portfolio Manager
- Alpharetta, GA (12 miles from Suwanee, GA)
- 45+ days ago
- Alpharetta, GA (12 miles from Suwanee, GA)
- 45+ days ago
We are seeking an experienced and strategic Payroll Services Portfolio Manager to lead the development of our comprehensive payroll service offering....
Senior Wealth Manager - Bluerock Wealth Management
- Alpharetta, GA (12 miles from Suwanee, GA)
- 45+ days ago
- Alpharetta, GA (12 miles from Suwanee, GA)
- 45+ days ago
Senior Wealth Manager - Bluerock Wealth Management Req #1557 Alpharetta, GA, USA Job Description Posted Sunday, June 29, 2025 at 11:00 PM Your Future Team Bluerock Wealth Management is an...
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 (12 miles from Suwanee, GA)
- 60+ days ago
- Alpharetta, GA (12 miles from Suwanee, GA)
- 60+ 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...
Insurance Risk Manager, Executive Director
- Alpharetta, GA (12 miles from Suwanee, GA)
- 90+ days ago
- Alpharetta, GA (12 miles from Suwanee, GA)
- 90+ days ago
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 Suwanee, GA
Moving to Suwanee, GA? Find some basic demographic data about Suwanee, GA below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Suwanee, GA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Suwanee, 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
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