Portfolio Manager Jobs in Charlotte, NC
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.
Trading Analyst, Overlay Portfolio Management
- Fort Mill, SC (14 miles from Charlotte, NC)
- moments ago
- Fort Mill, SC (14 miles from Charlotte, NC)
- moments ago
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business...
Senior Operational Risk Analyst - Operational Losses
- Charlotte, NC
- 10 hours ago
- Charlotte, NC
- 10 hours ago
General information Career area Risk Work Location(s) 500 Woodward Avenue, MI, 601 S. Tryon Street, NC Remote? No Ref # 20566 Posted Date 08-19-25 Working time Full time Ally and Your Career Ally...
Senior Director, Credit Portfolio Management (CPS)
- Charlotte, NC
- 11 hours ago
- Charlotte, NC
- 11 hours ago
Founded in 1988, Trimont (www.trimont.com) is a specialized global commercial real estate loan services provider and partner for lenders and investors seeking the infrastructure and capabilities...
Associate Credit Portfolio Management - Portfolio Surveillance & Reporting
- Charlotte, NC
- 1 day ago
- Charlotte, NC
- 1 day ago
Founded in 1988, Trimont (www.trimont.com) is a specialized global commercial real estate loan services provider and partner for lenders and investors seeking the infrastructure and capabilities...
Collateralized Loan Obligations (CLOs), Senior Client Portfolio Managers - Nuveen, Structured Credit
- Charlotte, NC
- 1 day ago
- Charlotte, NC
- 1 day ago
Nuveen Global Fixed Income (Nuveen GFI) is world-class asset manager that manages approximately $600 billion of investment strategies across the broad spectrum of the fixed income markets....
Senior Financial Crime Risk Analyst - Policy and Training
- Charlotte, NC
- 1 day ago
- Charlotte, NC
- 1 day ago
Work Location: New York, New York, United States of America Hours: 40 Pay Details: $33.00 - $54.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues....
Line of Business: Personal & Commercial Banking Job Description: The Credit Portfolio Manager I (CPM) is responsible to gather financial and general business information pertaining to customer and prospect...
Commercial Real Estate Insurance Risk Manager - Grandbridge Real Estate Capital
- Charlotte, NC
- 1 day ago
- Charlotte, NC
- 1 day 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...
ICG Portfolio Mgr 6 (Senior Underwriter) - Consumer and Retail
- Charlotte, NC
- 1 day ago
- Charlotte, NC
- 1 day ago
Job Description The Credit Portfolio Manager partners with assigned Relationship Manager(s) to successfully manage Consumer and Retail Institutional Client Group credit account relationships....
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...
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for...
POSITION PURPOSE AND SUMMARY The Regional Asset Manager's main responsibility is to maintain the asset/hotel in a first class well received condition from the time you drive up to the building and...
VP, Senior Underwriter Portfolio Manager-MMB (hybrid) NC, GA, TX
- Charlotte, NC
- 3 days ago
- Charlotte, NC
- 3 days ago
Overview This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office. NC, GA, TX As a Vice President, this is an opportunity to...
Commercial Portfolio Manager - Huntington Technology Finance
- Charlotte, NC
- 4 days ago
- Charlotte, NC
- 4 days ago
Description Summary: The Commercial Portfolio Manager - Huntington Technology Finance (HTF) actively monitors an assigned portfolio and analyzes credit for large, complex customer relationships and...
Remote WorkHead of Wealth Portfolio Management and Capital Markets (US)
- Charlotte, NC
- 4 days ago
- Charlotte, NC
- 4 days ago
with advisors, investment strategists and portfolio managers to align execution with portfolio construction and planning Collaborates with the tax and estate planning teams for transaction specific...
Demographic Data for Charlotte, NC
Moving to Charlotte, NC? Find some basic demographic data about Charlotte, NC 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 Charlotte, NC
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Charlotte, NC 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
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