Portfolio Manager Jobs in North Carolina
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.
Analyst, Underwriter & Portfolio Manager - Regional Commercial Bank
- Charlotte, NC
- 16 days ago
- Charlotte, NC
- 16 days ago
Analyst, Underwriter & Portfolio Manager - Regional Commercial Bank The Underwriting and Portfolio Management organization is responsible for working with internal partners to underwrite new transactions...
General information** **Ref #** 20044 **Remote?** Yes **Ally and Your Career** * Ally Financial only succeeds when its people do - and thats more than some cliche people put on job postings. We...
Operational Risk Analyst - Consumer and Wealth Risk Management
- Charlotte, NC
- 1 day ago
- Charlotte, NC
- 1 day ago
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can...
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a...
About this role: We are seeking a Commercial Banking Portfolio Manager covering Government Banking at Wells Fargo as part of Commercial Middle Market Specialized Industry....
Asset Manager Support Specialist Elizabeth City State University United States, North Carolina, Elizabeth City 1704 Weeksville Road (Show on map) Jun 11, 2025 Posting Details Posting Summary...
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...
At U.S. Bank, we're 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...
Communicates portfolio statuses and changes regularly to more tenured Portfolio Managers....
Senior Manager - IT Agile Portfolio Mgmt - Enterprise & Corporate Solutions
- Salisbury, NC
- 3 days ago
- Salisbury, NC
- 3 days ago
Category/Area of Expertise: IT & Technology Job Requisition: 436557 Address: USA-NC-Salisbury-2110 Executive Drive Store Code: Office of CIO - Project Managment (5145438) Ahold Delhaize USA, a...
Job Summary The Senior Commercial Portfolio Manager is a key member of the client team and credit leader within the organization....
Alternative Asset Manager Co-Investment Lending Program Manager
- Charlotte, NC
- 3 days ago
- Charlotte, NC
- 3 days ago
About this role: Wells Fargo is seeking a Program Manager to sit within the Alternative Investments Financing (AIF) Custom Lending team....
Technology / Cyber Testing and Monitoring Senior Risk Analyst
- Raleigh, NC
- 3 days ago
- Raleigh, NC
- 3 days ago
General information** **Ref #** 19869 **Remote?** No **Ally and Your Career** * Ally Financial only succeeds when its people do - and thats more than some cliche people put on job postings. We...
Commercial Real Estate Healthcare Portfolio Manager - Executive Director
- Charlotte, NC
- 3 days ago
- Charlotte, NC
- 3 days ago
About this role: Wells Fargo is seeking an experienced Commercial Real Estate Portfolio Manager for the Healthcare Real Estate Finance and Manufactured Housing Communities groups within Wells Fargo's...
SAP - Plant Maintenance - Asset Manager - EAM - Manager - Consulting - Location OPEN
- Raleigh, NC
- 3 days ago
- Raleigh, NC
- 3 days ago
Location: Anywhere in Country At EY, were all in to shape your future with confidence. Well help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you...
Demographic Data for North Carolina
Moving to North Carolina? Find some basic demographic data about North Carolina 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 North Carolina
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in North Carolina offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Asset Allocation
- Comprehensive Capital Analysis and Review
- Treasury
- Credit Underwriting
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Treasury Management
- Financial Modeling
- Derivatives
- Wealth Management
- Balance Sheets
- Cash Flow Analysis
- Fixed Income
- Commercial Real Estate
- Valuation
- Investment Banking
- Capital Markets
- Credit Analysis
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Underwriting
- Anti-Money Laundering
- Mortgage Processing
- Portfolio Management
- Risk Analysis
- Asset Management
- Due Diligence
- Modeling
- Real Estate
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Analytical Skills
- Implementation
- Consulting
- Auditing
- Negotiation
- Presentation
- Written Communication
- Collaboration
- Documentation
- Reporting
- Bachelor's Degree
- Budgets
- Regulations
- Policy Development
- Microsoft Office
- Project Management
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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