Portfolio Manager Jobs in Harvey, LA
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.
- New Orleans, LA (6 miles from Harvey, LA)
- 24 days ago
- New Orleans, LA (6 miles from Harvey, LA)
- 24 days ago
Commercial Portfolio Manager – General Position The Commercial Lending Portfolio Manager II is responsible for evaluating and preparing commercial loan applications and recommending approval/disapproval...
- Metairie, LA (9 miles from Harvey, LA)
- 24 days ago
- Metairie, LA (9 miles from Harvey, LA)
- 24 days ago
Commercial Portfolio Manager – General Position The Commercial Lending Portfolio Manager II is responsible for evaluating and preparing commercial loan applications and recommending approval/disapproval...
Commercial Portfolio Manager – General Position The Commercial Lending Portfolio Manager II is responsible for evaluating and preparing commercial loan applications and recommending approval/disapproval...
- New Orleans, LA (6 miles from Harvey, LA)
- 24 days ago
- New Orleans, LA (6 miles from Harvey, LA)
- 24 days ago
PORTFOLIO MANAGER JOB DESCRIPTION Portfolio Manager CRE and C & I We are seeking a driven and experienced Banking Portfolio Manager to join our growing team....
Risk Analyst I or II (New Orleans, Louisiana, United States)
- New Orleans, LA (6 miles from Harvey, LA)
- 30+ days ago
- New Orleans, LA (6 miles from Harvey, LA)
- 30+ days ago
Job Title: Risk Analyst I or II Work Place Flexibility: Hybrid Legal Entity: Entergy Services, LLC Job Summary: Support department in all aspects of Entergy's property/casualty insurance programs,...
- Terrytown, LA (2 miles from Harvey, LA)
- 30+ days ago
- Terrytown, LA (2 miles from Harvey, LA)
- 30+ days ago
Commercial Portfolio Manager – General Position The Commercial Lending Portfolio Manager II is responsible for evaluating and preparing commercial loan applications and recommending approval/disapproval...
- Gretna, LA (3 miles from Harvey, LA)
- 30+ days ago
- Gretna, LA (3 miles from Harvey, LA)
- 30+ days ago
Commercial Portfolio Manager – General Position The Commercial Lending Portfolio Manager II is responsible for evaluating and preparing commercial loan applications and recommending approval/disapproval...
- New Orleans, LA (6 miles from Harvey, LA)
- 45+ days ago
- New Orleans, LA (6 miles from Harvey, LA)
- 45+ days ago
Job Title: Risk Analyst I or II Work Place Flexibility: Hybrid Legal Entity: Entergy Services, LLC Job Summary: Support department in all aspects of Entergys property/casualty insurance programs,...
Strategic Platforms Risk Specialist
- New Orleans, LA (6 miles from Harvey, LA)
- 45+ days ago
- New Orleans, LA (6 miles from Harvey, LA)
- 45+ days ago
The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services...
Personal Risk Specialist - Metairie
- Metairie, LA (9 miles from Harvey, LA)
- 90+ days ago
- Metairie, LA (9 miles from Harvey, LA)
- 90+ days ago
and Requirements General Description: The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to...
Commercial Lending Portfolio Manager II - New Orleans, LA
- New Orleans, LA (6 miles from Harvey, LA)
- 90+ days ago
- New Orleans, LA (6 miles from Harvey, LA)
- 90+ days ago
The CLG Portfolio Manager will work with the senior manager or Commercial Lenders to meet client expectations....
Demographic Data for Harvey, LA
Moving to Harvey, LA? Find some basic demographic data about Harvey, LA below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Harvey, LA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Harvey, LA 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
- Comprehensive Capital Analysis and Review
- Credit Underwriting
- Treasury
- Financial Statement Analysis
- Derivatives
- Commercial Lending
- Financial Statements
- Financial Modeling
- Treasury Management
- BSA
- Balance Sheets
- Wealth Management
- Cash Flow Analysis
- Fixed Income
- Commercial Real Estate
- Capital Markets
- Valuation
- Lending
- Investment Management
- Financial Analysis
- Credit Analysis
- Financial Services
- Client Relationships
- Anti-Money Laundering
- Portfolio Management
- Underwriting
- Mortgage Processing
- Risk Analysis
- Due Diligence
- Asset Management
- Finance
- Real Estate
- Reimbursement
- Risk Management
- Strategy Development
- Accounting
- Decision Making
- Implementation
- Auditing
- Negotiation
- Written Communication
- Presentation
- Documentation
- Education Experience
- Coaching
- Reporting
- Collaboration
- Budgets
- Interpersonal Skills
- Bachelor's Degree
- Policy Development
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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