Portfolio Manager Jobs in Raleigh, 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.
- FlexGen Power Systems, Inc.
- Durham, NC (21 miles from Raleigh, NC)
- 22 hours ago
- Durham, NC (21 miles from Raleigh, NC)
- 22 hours ago
Senior Asset Manager Senior Asset Manager About FlexGen Based in Durham, N.C., is a leading integration services and software technology provider for utility-scale energy storage solutions in the...
In PersonEnergy-Storage Senior Asset Manager Durham, NC
- FlexGen
- Durham, NC (21 miles from Raleigh, NC)
- 4 days ago
- Durham, NC (21 miles from Raleigh, NC)
- 4 days ago
Energy-Storage Location: NC About the job About FlexGen Based in Durham, N.C., FlexGen is a leading integration services and software technology provider for utility-scale energy storage solutions...
In PersonDigital Workplace Client Services Project Management Portfolio Lead - Senior Vice President
- Professional
- Raleigh, NC
- 5 days ago
- Raleigh, NC
- 5 days ago
Digital Workplace Client Services (DWCS ) provides the tools that enable and empower Citi's 250K staff to be productive, to collaborate effectively, and to eliminate repetitive work also providing...
RemoteSenior Capital Oversight Risk Manager
- Truist Financial Corporation
- Raleigh, NC
- 7 days ago
- Raleigh, 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 Person- Truist Financial Corporation
- Raleigh, NC
- 13 days ago
- Raleigh, NC
- 13 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 Person- Home Trust Banking Partnership
- Raleigh, NC
- 27 days ago
- Raleigh, NC
- 27 days ago
Job Summary The Commercial Portfolio Manager is a key member of the client team....
In PersonSr Commercial Portfolio Manager
- Home Trust Banking Partnership
- Raleigh, NC
- 27 days ago
- Raleigh, NC
- 27 days ago
Job Summary The Senior Commercial Portfolio Manager is a key member of the client team and credit leader within the organization....
In PersonJob Summary Manages and monitors a portfolio of client credit exposures with total Synovus Relationship Exposure (TSRE) over $2.5MM, across industry classes, on an ongoing basis. Underwrites...
In PersonOverview United Community is seeking a highly skilled Portfolio Manager....
In PersonWith more than 225 branch offices across North America, Associa is building the future of community for nearly five million residents worldwide. Our 11,000+ team members lead the industry with...
In PersonNational Security Portfolio Manager
- Allied Universal
- Raleigh, NC
- 30+ days ago
- Raleigh, NC
- 30+ days ago
Allied Universal is hiring a Enterprise Account Portfolio Manager to support a large technology company is Raleigh, NC....
In PersonServiceNow Strategic Portfolio Management (SPM) Consultant
- RSM
- Raleigh, NC
- 30+ days ago
- Raleigh, NC
- 30+ days ago
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their...
In PersonAt Enact, we understand that theres no place like home. Thats why we bring our deep expertise, insightful offerings, and extra mile service to work every day to help lenders put more people in...
HybridPrimary Purpose: Assist the loan officers in the day to day management and monitoring of their loan portfolio to include loan underwriting for new and existing members as well as member...
In PersonPortfolio Management Data Operations & Reconciliation Specialist (Contract)
- AdvisorEngine
- Raleigh, NC
- 45+ days ago
- Raleigh, NC
- 45+ days ago
About AdvisorEngine Who Is AdvisorEngine: We believe that the future of financial advice is personal, scientific and beautiful - these three ideals drive everything that we do. AdvisorEngine...
In PersonDemographic Data for Raleigh, NC
Moving to Raleigh, NC? Find some basic demographic data about Raleigh, 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 Raleigh, NC
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Raleigh, 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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