Portfolio Manager Jobs in Davidson, 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.
Analyst, Underwriter & Portfolio Manager - Regional Commercial Bank
- Charlotte, NC (19 miles from Davidson, NC)
- 16 days ago
- Charlotte, NC (19 miles from Davidson, NC)
- 16 days ago
Analyst, Underwriter & Portfolio Manager - Regional Commercial Bank The Underwriting and Portfolio Management organization is responsible for working with internal partners to underwrite new transactions...
Operational Risk Analyst - Consumer and Wealth Risk Management
- Charlotte, NC (19 miles from Davidson, NC)
- 1 day ago
- Charlotte, NC (19 miles from Davidson, NC)
- 1 day 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...
Commercial Banking Portfolio Manager (Government)
- Charlotte, NC (19 miles from Davidson, NC)
- 1 day ago
- Charlotte, NC (19 miles from Davidson, NC)
- 1 day ago
About this role: We are seeking a Commercial Banking Portfolio Manager covering Government Banking at Wells Fargo as part of Commercial Middle Market Specialized Industry....
Senior Fiduciary Specialty Asset Manager
- Charlotte, NC (19 miles from Davidson, NC)
- 2 days ago
- Charlotte, NC (19 miles from Davidson, NC)
- 2 days ago
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a...
Middle Market Portfolio Manager II
- Charlotte, NC (19 miles from Davidson, NC)
- 2 days ago
- Charlotte, NC (19 miles from Davidson, NC)
- 2 days ago
The Middle Market Portfolio Manager II is an active member of the deal team and supports the Middle Market loan and deposit portfolio of one or more Middle Market Relationship Managers providing quality...
Impact Finance - Affordable Housing Asset Manager
- Charlotte, NC (19 miles from Davidson, NC)
- 2 days ago
- Charlotte, NC (19 miles from Davidson, NC)
- 2 days ago
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
- Charlotte, NC (19 miles from Davidson, NC)
- 3 days ago
- Charlotte, NC (19 miles from Davidson, NC)
- 3 days ago
Communicates portfolio statuses and changes regularly to more tenured Portfolio Managers....
Alternative Asset Manager Co-Investment Lending Program Manager
- Charlotte, NC (19 miles from Davidson, NC)
- 3 days ago
- Charlotte, NC (19 miles from Davidson, NC)
- 3 days ago
About this role: Wells Fargo is seeking a Program Manager to sit within the Alternative Investments Financing (AIF) Custom Lending team....
Commercial Real Estate Healthcare Portfolio Manager - Executive Director
- Charlotte, NC (19 miles from Davidson, NC)
- 4 days ago
- Charlotte, NC (19 miles from Davidson, NC)
- 4 days ago
About this role: Wells Fargo is seeking an experienced Commercial Real Estate Portfolio Manager for the Healthcare Real Estate Finance and Manufactured Housing Communities groups within Wells Fargo's...
SAP - Plant Maintenance - Asset Manager - EAM - Manager - Consulting - Location OPEN
- Charlotte, NC (19 miles from Davidson, NC)
- 4 days ago
- Charlotte, NC (19 miles from Davidson, NC)
- 4 days ago
Location: Anywhere in Country At EY, were all in to shape your future with confidence. Well help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you...
Senior Asset Manager - GSE/HUD
- Charlotte, NC (19 miles from Davidson, NC)
- 4 days ago
- Charlotte, NC (19 miles from Davidson, NC)
- 4 days ago
Senior Asset Manager - GSE/HUD Colliers International 401(k), remote work United States, North Carolina, Charlotte Jun 10, 2025 Make your next move an expert one. At Colliers it's not our success...
Senior Commercial Portfolio Manager
- Charlotte, NC (19 miles from Davidson, NC)
- 4 days ago
- Charlotte, NC (19 miles from Davidson, NC)
- 4 days ago
Job Summary The Senior Commercial Portfolio Manager is a key member of the client team and credit leader within the organization....
- Charlotte, NC (19 miles from Davidson, NC)
- 4 days ago
- Charlotte, NC (19 miles from Davidson, NC)
- 4 days ago
Opportunity APM Terminals Investment team is responsible for growing APM Terminals through investment driving large and complex concession extension efforts setting the portfolio strategy for the...
CCB Credit Delivery Senior Portfolio Manager
- Charlotte, NC (19 miles from Davidson, NC)
- 4 days ago
- Charlotte, NC (19 miles from Davidson, NC)
- 4 days ago
Underwriters & Portfolio Manager 2s will be assigned to some of the more complex names and potentially larger portfolios....
Senior Associate, Credit Portfolio Management
- Charlotte, NC (19 miles from Davidson, NC)
- 4 days ago
- Charlotte, NC (19 miles from Davidson, NC)
- 4 days ago
Overview: Founded in 1988 and headquartered in Atlanta, Georgia Trimont (www.trimont.com) is a specialized global commercial real estate loan services provider and partner for lenders and...
Demographic Data for Davidson, NC
Moving to Davidson, NC? Find some basic demographic data about Davidson, NC below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Davidson, NC
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Davidson, NC 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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