Portfolio Manager Jobs in Mooresville, 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.
Institutional Client Group Senior Portfolio Manager - Media & Telecom
- US Bank
- Charlotte, NC (21 miles from Mooresville, NC)
- 2 hours ago
- Charlotte, NC (21 miles from Mooresville, NC)
- 2 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 (21 miles from Mooresville, NC)
- 2 hours ago
- Charlotte, NC (21 miles from Mooresville, NC)
- 2 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 (21 miles from Mooresville, NC)
- 1 day ago
- Charlotte, NC (21 miles from Mooresville, 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 (21 miles from Mooresville, NC)
- 1 day ago
- Charlotte, NC (21 miles from Mooresville, 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 (21 miles from Mooresville, NC)
- 1 day ago
- Charlotte, NC (21 miles from Mooresville, NC)
- 1 day ago
Senior Portfolio Manager Managers receive support from other Accounting Staff, Regional Leaders, IT, HR and Senior Leadership....
In PersonCredit Portfolio Manager I - Education/Not for Profit
- TD Bank
- Charlotte, NC (21 miles from Mooresville, NC)
- 2 days ago
- Charlotte, NC (21 miles from Mooresville, NC)
- 2 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 (21 miles from Mooresville, NC)
- 5 days ago
- Charlotte, NC (21 miles from Mooresville, 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 (2 miles from Mooresville, NC)
- 5 days ago
- Davidson, NC (2 miles from Mooresville, 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 (21 miles from Mooresville, NC)
- 5 days ago
- Charlotte, NC (21 miles from Mooresville, 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 (21 miles from Mooresville, NC)
- 6 days ago
- Charlotte, NC (21 miles from Mooresville, 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 (21 miles from Mooresville, NC)
- 7 days ago
- Charlotte, NC (21 miles from Mooresville, 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 PersonAssociate Fixed Income Portfolio Manager
- Wells Fargo
- Charlotte, NC (21 miles from Mooresville, NC)
- 8 days ago
- Charlotte, NC (21 miles from Mooresville, NC)
- 8 days ago
About this role: Wells Fargo is seeking an Associate Fixed Income Portfolio Manager (Wealth Investment Associate Portfolio Manager) to join the Fixed Income Strategies Team (FIST) within the Wells Fargo...
In PersonTrading Fund Manager (Remote) You Trade Company Funds (Up to $100K)
- Day Trade U
- Charlotte, NC (21 miles from Mooresville, NC)
- 8 days ago
- Charlotte, NC (21 miles from Mooresville, NC)
- 8 days ago
un Trading Fund Manager (Remote) - You Trade Company Funds (Up to $100K) Day Trade U image 1 of 7 compensation: $0 - $150,000+ performance-based earnings depending on trading results employment...
RemotePortfolio Management, Associate/Senior Associate Charlotte, NC, USA
- Barings LLC
- Charlotte, NC (21 miles from Mooresville, NC)
- 10 days ago
- Charlotte, NC (21 miles from Mooresville, NC)
- 10 days ago
Areas of assisting the lead Portfolio Manager include account structuring, investment selection, and portfolio construction....
In PersonDirector, Portfolio Management
- Sealed Air Corporation
- Charlotte, NC (21 miles from Mooresville, NC)
- 10 days ago
- Charlotte, NC (21 miles from Mooresville, NC)
- 10 days ago
modeling to optimize resource allocation Market, Strategy & Roadmap Conduct market/competitive research to inform priorities....
In PersonDemographic Data for Mooresville, NC
Moving to Mooresville, NC? Find some basic demographic data about Mooresville, NC below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Mooresville, NC
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Mooresville, 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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