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.
PAC & MSG CARE Portfolio Manager
- Ingersoll Rand Careers
- Davidson, NC
- 1 hour ago
- Davidson, NC
- 1 hour ago
Position Title: PAC & MSG CARE Portfolio Manager Location: Davidson, NC About Us Ingersoll Rand, driven by an entrepreneurial spirit and ownership mindset, is committed to helping make life better....
In Person- Roehl Transport
- Charlotte, NC (19 miles from Davidson, NC)
- 1 hour ago
- Charlotte, NC (19 miles from Davidson, NC)
- 1 hour ago
The Credit Portfolio Manager I (CPM) is responsible to gather financial and general business information pertaining to customer and prospect loan requests....
In PersonSenior Model Risk Manager - Asset Management
- Selby Jennings
- Charlotte, NC (19 miles from Davidson, NC)
- 1 hour ago
- Charlotte, NC (19 miles from Davidson, NC)
- 1 hour ago
This position will involve building close relationships with portfolio managers, quants, developers, and strategists in a highly collaborative environment....
In PersonInstitutional Client Group Senior Portfolio Manager - Media & Telecom
- US Bank
- Charlotte, NC (19 miles from Davidson, NC)
- 5 hours ago
- Charlotte, NC (19 miles from Davidson, NC)
- 5 hours ago
Job Description Institutional Client Group Senior Portfolio Manager - Media & Telecom will oversee the underwriting and credit risk assessment of commercial loans within the Media & Telecom sector ensuring...
In PersonSenior Director Community Finance - Underwriting & Portfolio Management
- Capital One
- Charlotte, NC (19 miles from Davidson, NC)
- 5 hours ago
- Charlotte, NC (19 miles from Davidson, NC)
- 5 hours ago
Senior Director Community Finance - Underwriting & Portfolio Management Capital One, a Fortune 500 company and one of the nation's top 10 banks, offers a broad spectrum of financial products and...
In PersonSmall Business Credit Card Portfolio Risk Manager
- U.S. Bancorp
- Charlotte, NC (19 miles from Davidson, NC)
- 1 day ago
- Charlotte, NC (19 miles from Davidson, NC)
- 1 day ago
At U.S. Bank, were 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...
In PersonVice President, Portfolio Management - Industrials
- Wells Fargo
- Charlotte, NC (19 miles from Davidson, NC)
- 1 day ago
- Charlotte, NC (19 miles from Davidson, NC)
- 1 day ago
The Portfolio Manager will partner with Relationship Managers, Industry Coverage and Risk Management to oversee execution of credit related functions and portfolio support....
In Person- FirstService Corporation
- Charlotte, NC (19 miles from Davidson, NC)
- 1 day ago
- Charlotte, NC (19 miles from Davidson, NC)
- 1 day ago
Senior Portfolio Manager Managers receive support from other Accounting Staff, Regional Leaders, IT, HR and Senior Leadership....
In Person- TTX Company
- Charlotte, NC (19 miles from Davidson, NC)
- 2 days ago
- Charlotte, NC (19 miles from Davidson, NC)
- 2 days ago
Fixed Asset Manager TTX Company - 3.6 Charlotte, NC Job Details 18 hours ago Benefits Health insurance Dental insurance Paid time off Vision insurance 401(k) matching Qualifications CPA Coaching...
In PersonCredit Portfolio Manager I - Education/Not for Profit
- TD Bank
- Charlotte, NC (19 miles from Davidson, NC)
- 3 days ago
- Charlotte, NC (19 miles from Davidson, NC)
- 3 days ago
The Credit Portfolio Manager I (CPM) is responsible to gather financial and general business information pertaining to customer and prospect loan requests....
In PersonAssociate - Sponsor and Leveraged Finance - Portfolio Management
- Huntington Bancshares Inc
- Charlotte, NC (19 miles from Davidson, NC)
- 5 days ago
- Charlotte, NC (19 miles from Davidson, NC)
- 5 days ago
This may include underwriting, financial statement analysis, collateral analysis, financial modeling, industry and business risk evaluation and management assessment....
Remote- MSC Industrial Direct Co., Inc.
- Davidson, NC
- 5 days ago
- Davidson, NC
- 5 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...
In Person- Truist Financial Corporation
- Charlotte, NC (19 miles from Davidson, NC)
- 5 days ago
- Charlotte, NC (19 miles from Davidson, NC)
- 5 days 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...
In PersonMunicipal Fixed Income Portfolio Manager
- Wells Fargo
- Charlotte, NC (19 miles from Davidson, NC)
- 6 days ago
- Charlotte, NC (19 miles from Davidson, NC)
- 6 days ago
About this role: The Fixed Income Strategies Team is searching for a Portfolio Manager - Municipal Fixed Income (Senior Wealth Investment Portfolio Manager)....
In PersonSenior Capital Oversight Risk Manager
- Truist
- Charlotte, NC (19 miles from Davidson, NC)
- 7 days ago
- Charlotte, NC (19 miles from Davidson, NC)
- 7 days 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...
In PersonDemographic 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
Users interested in this job title also searched for the following job titles
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
- Freddie Mac
- Credit Underwriting
- Financial Statements
- Asset Allocation
- Financial Statement Analysis
- Financial Modeling
- Wealth Management
- Treasury
- Commercial Lending
- Investment Banking
- Treasury Management
- Cash Flow Analysis
- BSA
- Derivatives
- Valuation
- Fixed Income
- Credit Analysis
- Capital Markets
- Investment Management
- Capital Planning
- Anti-Money Laundering
- Financial Analysis
- Commercial Real Estate
- Lending
- Underwriting
- Risk Analysis
- Portfolio Management
- Financial Services
- Due Diligence
- Asset Management
- Modeling
- Real Estate
- Business Administration
- Finance
- Accounting
- Reimbursement
- Analytical Skills
- Risk Management
- Strategy Development
- Decision Making
- Negotiation
- Auditing
- Written Communication
- Presentation
- Documentation
- Mentoring
- Budgets
- Implementation
- Verbal Communication
- Reporting
- Policy Development
- Collaboration
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Staff Supervision
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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