Portfolio Manager Jobs in Monroe, 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.
Financial Crime Risk Manager - Reporting, Escalations, & Risk Appetite
- Charlotte, NC (20 miles from Monroe, NC)
- 4 hours ago
- Charlotte, NC (20 miles from Monroe, NC)
- 4 hours ago
Work Location: Mount Laurel, New Jersey, United States of America Hours: 40 Pay Details: $86,840 - $139,360 USD TD is committed to providing fair and equitable compensation opportunities to all...
Portfolio Manager- Equipment Finance
- Charlotte, NC (20 miles from Monroe, NC)
- 4 hours ago
- Charlotte, NC (20 miles from Monroe, NC)
- 4 hours ago
Description Summary: The Equipment Finance Portfolio Manager analyzes, assesses, and documents the critical components of a credit decision....
Remote WorkWealth and Investment Portfolio Manager III
- Charlotte, NC (20 miles from Monroe, NC)
- 4 hours ago
- Charlotte, NC (20 miles from Monroe, NC)
- 4 hours ago
Description Summary: Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s....
Remote Work- Charlotte, NC (20 miles from Monroe, NC)
- 4 hours ago
- Charlotte, NC (20 miles from Monroe, NC)
- 4 hours 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...
Commercial Real Estate Portfolio Manager I
- Charlotte, NC (20 miles from Monroe, NC)
- 11 hours ago
- Charlotte, NC (20 miles from Monroe, NC)
- 11 hours ago
GENERAL FUNCTION: The Portfolio Manager is key member of the "coverage team", managing transactions and business portfolio tasks....
- Charlotte, NC (20 miles from Monroe, NC)
- 23 hours ago
- Charlotte, NC (20 miles from Monroe, NC)
- 23 hours ago
VENDOR RISK SPECIALIST II WHAT IS THE OPPORTUNITY? The Vendor Program Manager will be responsible for managing vendor relationships across the vendor life cycle phases. This role will be...
Wealth Credit Delivery Portfolio Manager II or Senior Portfolio Manager - Medical & Legal Specialty
- Charlotte, NC (20 miles from Monroe, NC)
- 1 day ago
- Charlotte, NC (20 miles from Monroe, NC)
- 1 day ago
The Wealth Credit Delivery Senior Portfolio Manager will handle all loan requests above $10MM but some requests could be in excess of $100MM....
Quantitative Risk Analyst Senior - BI Tool/Operational Specialist
- Charlotte, NC (20 miles from Monroe, NC)
- 1 day ago
- Charlotte, NC (20 miles from Monroe, NC)
- 1 day ago
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...
Director - Sponsor and Leveraged Finance - Portfolio Management
- Charlotte, NC (20 miles from Monroe, NC)
- 1 day ago
- Charlotte, NC (20 miles from Monroe, NC)
- 1 day ago
Description Summary: Huntington's Director, Sponsor and Leveraged Finance - Portfolio Management will manage a book of business in the bank's Sponsor and Leveraged Finance vertical within...
Remote Work- Charlotte, NC (20 miles from Monroe, NC)
- 1 day ago
- Charlotte, NC (20 miles from Monroe, NC)
- 1 day ago
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function The Senior...
Fixed Income Portfolio Manager
- Charlotte, NC (20 miles from Monroe, NC)
- 1 day ago
- Charlotte, NC (20 miles from Monroe, NC)
- 1 day ago
About this role: The Fixed Income Strategies Team is searching for a Fixed Income Portfolio Manager....
Lead Risk Analyst - Bank Risk Programs
- Charlotte, NC (20 miles from Monroe, NC)
- 2 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 2 days ago
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...
Senior Credit Risk Analyst - Independent Risk Management
- Charlotte, NC (20 miles from Monroe, NC)
- 2 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 2 days ago
General information Career area Risk Work Location(s) 2911 Lake Vista Drive, TX, 500 Woodward Avenue, MI, 601 S. Tryon Street, NC Remote? No Ref # 19627 Posted Date 04-29-25 Working time Full time...
Risk Analyst Senior - Bank Risk Programs
- Charlotte, NC (20 miles from Monroe, NC)
- 2 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 2 days ago
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...
Healthcare Portfolio Manager - Associate
- Charlotte, NC (20 miles from Monroe, NC)
- 2 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 2 days ago
About this role: Wells Fargo is seeking a Healthcare Portfolio Manager Associate in the Commercial Banking group....
Demographic Data for Monroe, NC
Moving to Monroe, NC? Find some basic demographic data about Monroe, 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 Monroe, NC
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Monroe, NC 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
- Treasury
- Financial Modeling
- Financial Statements
- Comprehensive Capital Analysis and Review
- Treasury Management
- Derivatives
- BSA
- Commercial Lending
- Wealth Management
- Cash Flow Analysis
- Credit Underwriting
- Balance Sheets
- Capital Markets
- Fixed Income
- Valuation
- Credit Analysis
- Commercial Real Estate
- Anti-Money Laundering
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Mortgage Processing
- Client Relationships
- Underwriting
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Modeling
- Finance
- Real Estate
- Accounting
- Reimbursement
- Risk Management
- Strategy Development
- Analytical Skills
- Implementation
- Decision Making
- Written Communication
- Auditing
- Presentation
- Negotiation
- Collaboration
- Mentoring
- Documentation
- Reporting
- Bachelor's Degree
- Budgets
- Regulations
- Policy Development
- Sales
- Project Management
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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