Portfolio Manager Jobs in Rochester, MI
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.
- Southfield, MI (17 miles from Rochester, MI)
- 2 days ago
- Southfield, MI (17 miles from Rochester, MI)
- 2 days ago
BUILD A BETTER CAREER WITH MSC Serving customers and our community starts with the best people doing their best work. That is precisely what we have created at MSC Industrial Supply Co. We are a...
Credit Risk Analyst Delta Staffing - Rochester, MI, United States Job Summary: As a Credit Risk Analyst, you will be responsible for assessing the creditworthiness of individuals and businesses,...
- Southfield, MI (17 miles from Rochester, MI)
- 12 days ago
- Southfield, MI (17 miles from Rochester, MI)
- 12 days ago
Consumers Energy is Michigan's largest energy provider, providing natural gas and/or electricity to 6.8 million of the state's 10 million residents in all 68 Lower Peninsula counties. Consumers...
Senior Commercial Portfolio Manager - Equipment Finance
- Bloomfield Hills, MI (14 miles from Rochester, MI)
- 17 days ago
- Bloomfield Hills, MI (14 miles from Rochester, MI)
- 17 days ago
Description Summary: The Senior Commercial Portfolio Manager - Equipment Finance analyzes and monitors credit worthiness of assigned customers/accounts and recommends and/or approves credit within established...
Remote Work- Troy, MI (8 miles from Rochester, MI)
- 27 days ago
- Troy, MI (8 miles from Rochester, MI)
- 27 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...
Sr Commercial Portfolio Manager - HTF
- Bloomfield Hills, MI (14 miles from Rochester, MI)
- 30+ days ago
- Bloomfield Hills, MI (14 miles from Rochester, MI)
- 30+ days ago
Mentors Credit Analysts and junior-level Portfolio Managers. Performs other duties as assigned....
Remote WorkAdvisory Services: Multifamily Asset Manager - Southfield, MI
- Southfield, MI (17 miles from Rochester, MI)
- 45+ days ago
- Southfield, MI (17 miles from Rochester, MI)
- 45+ days ago
B. Riley Advisory Services is a subsidiary of B. Riley Financial (NASDAQ: RILY) and a trade name for GlassRatner Advisory & Capital Group, LLC. B. Riley Advisory Services provides a full variety...
Demographic Data for Rochester, MI
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Title Synonyms
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Salary for Portfolio Manager Jobs in Rochester, MI
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Rochester, MI 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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