Portfolio Manager Jobs in Research Triangle Park, 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.
VP, Senior Underwriter Portfolio Manager-MMB (hybrid) NC, GA, TX
- Raleigh, NC (16 miles from Research Triangle Park, NC)
- 6 hours ago
- Raleigh, NC (16 miles from Research Triangle Park, NC)
- 6 hours ago
Overview This is a remote role that may only be hired in the following location(s): Raleigh, NC As a Vice President, this is an opportunity to work within a growing group for a top 20 Bank with...
Remote WorkSenior Director, Risk Management
- Cary, NC (11 miles from Research Triangle Park, NC)
- 1 day ago
- Cary, NC (11 miles from Research Triangle Park, NC)
- 1 day ago
Company Description Cornerstone Building Brands, headquartered in Cary, North Carolina, is the largest manufacturer of external building products in North America with over $6 billion in annual...
Global Trait Business Asset Manager - Research Triangle Park, NC
- Research Triangle Park, NC
- 2 days ago
- Research Triangle Park, NC
- 2 days ago
Linking the value proposition of BASF traits to customer needs and designing, implementing, and operating global trait business models....
Associate Real Estate Portfolio Manager- REMOTE
- Raleigh, NC (16 miles from Research Triangle Park, NC)
- 6 days ago
- Raleigh, NC (16 miles from Research Triangle Park, NC)
- 6 days ago
Job Description : Summary The Associate Real Estate Portfolio Manager will act as a team lead in the negotiation, financial evaluation, problem solving and legal research associated with Ryders' Real...
Remote Work- Raleigh, NC (16 miles from Research Triangle Park, NC)
- 12 days ago
- Raleigh, NC (16 miles from Research Triangle Park, NC)
- 12 days ago
We are seeking an experienced Risk Management consultant to support the development, implementation, and oversight of risk programs within First Line Risk Management function of the Bank. This...
- Raleigh, NC (16 miles from Research Triangle Park, NC)
- 13 days ago
- Raleigh, NC (16 miles from Research Triangle Park, NC)
- 13 days ago
We are seeking an experienced Risk Management consultant to support the development, implementation, and oversight of risk programs within First Line Risk Management function of the company. This...
- Raleigh, NC (16 miles from Research Triangle Park, NC)
- 21 days ago
- Raleigh, NC (16 miles from Research Triangle Park, NC)
- 21 days ago
Job Summary: Works closely with senior management to define risk monitoring strategies, methodologies and tactics to effectively assess and mitigate risk for high risk lines of business, customer...
Middle Market Portfolio Manager II
- Raleigh, NC (16 miles from Research Triangle Park, NC)
- 26 days ago
- Raleigh, NC (16 miles from Research Triangle Park, NC)
- 26 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...
- Raleigh, NC (16 miles from Research Triangle Park, NC)
- 30+ days ago
- Raleigh, NC (16 miles from Research Triangle Park, NC)
- 30+ days ago
Overview The Senior Risk Analyst – Stress Testing (Non-Resi) position supports the team responsible for Credit Loss Stress Testing production and execution of the Bank’s Non-Residential...
Assistant Director Of It Portfolio Management & Communications - 40010728
- Durham, NC (6 miles from Research Triangle Park, NC)
- 30+ days ago
- Durham, NC (6 miles from Research Triangle Park, NC)
- 30+ days ago
Join Durham County Government Durham County Government is home to over 2,000 dedicated professionals working together to deliver essential services that strengthen and support our vibrant, diverse...
CLU Portfolio Manager III or IV
- Raleigh, NC (16 miles from Research Triangle Park, NC)
- 30+ days ago
- Raleigh, NC (16 miles from Research Triangle Park, NC)
- 30+ 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...
Senior Commercial Portfolio Manager
- Raleigh, NC (16 miles from Research Triangle Park, NC)
- 60+ days ago
- Raleigh, NC (16 miles from Research Triangle Park, NC)
- 60+ days ago
Job Summary The Senior Commercial Portfolio Manager is a key member of the client team and credit leader within the organization....
Information Security Risk Management Director
- Raleigh, NC (16 miles from Research Triangle Park, NC)
- 90+ days ago
- Raleigh, NC (16 miles from Research Triangle Park, NC)
- 90+ days ago
Envestnet is seeking an Information Security Risk Management Director to join our Finance department. This is a hybrid role, with in-office work required at either our Berwyn, PA or Raleigh, NC...
- Raleigh, NC (16 miles from Research Triangle Park, NC)
- 90+ days ago
- Raleigh, NC (16 miles from Research Triangle Park, NC)
- 90+ days ago
and Requirements General Description: The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to...
- Raleigh, NC (16 miles from Research Triangle Park, NC)
- 90+ days ago
- Raleigh, NC (16 miles from Research Triangle Park, NC)
- 90+ days 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...
Demographic Data for Research Triangle Park, NC
Moving to Research Triangle Park, NC? Find some basic demographic data about Research Triangle Park, NC below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Research Triangle Park, NC
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Research Triangle Park, NC offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Real Estate Management
- Loss Control
- Asset Allocation
- Comprehensive Capital Analysis and Review
- Credit Underwriting
- Financial Statement Analysis
- Treasury
- Derivatives
- Financial Statements
- Financial Modeling
- Commercial Lending
- Treasury Management
- BSA
- Balance Sheets
- Wealth Management
- Cash Flow Analysis
- Fixed Income
- Capital Markets
- Valuation
- Lending
- Commercial Real Estate
- Financial Analysis
- Investment Management
- Credit Analysis
- Client Relationships
- Financial Services
- Underwriting
- Anti-Money Laundering
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Finance
- Real Estate
- Reimbursement
- Risk Management
- Strategy Development
- Decision Making
- Implementation
- Auditing
- Accounting
- Negotiation
- Written Communication
- Documentation
- Presentation
- Education Experience
- Reporting
- Collaboration
- Flexibility
- Budgets
- Bachelor's Degree
- Policy Development
- Project Management
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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