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.
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and...
Senior Lead Commercial Banking Portfolio Manager
- Charlotte, NC
- 5 hours ago
- Charlotte, NC
- 5 hours ago
About this role:** Wells Fargo Commercial Banking team is seeking a Senior Lead Commercial Banking Portfolio Manager to support its Middle Market banking practice as part of the Credit Portfolio Management...
Financial Crime Risk Manager- Reporting, Escalations, & Risk Appetite
- Charlotte, NC
- 9 hours ago
- Charlotte, NC
- 9 hours ago
Work Location: Mount Laurel, New Jersey, United States of America Hours: 40 Pay Details: $86,840 - $130,000 USD TD is committed to providing fair and equitable compensation opportunities to all...
Description Our Regulatory Reporting Capital Manager position is a highly visible and impactful financial reporting position working on Huntington's regulatory filings with a focus on the...
Remote WorkResponsibilities Peraton requires a Asset Manager to support the Special Operation Command Information Technology Enterprise Contract (SITEC) 3. Positions are located at the SOCOM Headquarters at...
Senior Market Risk Specialist - Corporate and Investment Banking Risk
- Charlotte, NC
- 1 day ago
- Charlotte, NC
- 1 day ago
About this role: Wells Fargo is seeking a Senior Market Risk Specialist for the Enterprise Counterparty Risk Management (ECRM) organization within Market and Counterparty Risk Management (MCRM),...
Mid-Corporate PM Senior Analyst (Commercial Banking Portfolio Manager)
- Charlotte, NC
- 1 day ago
- Charlotte, NC
- 1 day ago
About this role: Wells Fargo is seeking a Mid-Corporate PM Senior Analyst in Commercial Banking to work in partnership with small deal teams that provides research, analysis, and underwriting to...
Asset Manager Consultant - Asset Management - Midland
- Charlotte, NC
- 2 days ago
- Charlotte, NC
- 2 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As an...
Overview This is a remote role that may be hired in several markets (NC, OH, FL, TX, and AZ) across the United States. This Second Line of Defense role is responsible for assessment and oversight...
Remote WorkWhy 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...
Location: On site in Memphis, TN; Miami Lakes, FL, Orlando, FL, Knoxville, TN, Asheboro, NC, Longwood, FL, Johnson City, TN. Summary The primary responsibility of this position is to complete data...
Location: On site in Memphis, TN, Johnson City, TN, Orlando, FL, Miami Lakes, FL, Asheboro, NC, Knoxville, TN, Longwood, FL Summary The position is responsible for performing confidential research...
Requisition ID: 228050 Locations: Charlotte Click here to experience a Day in the Life of our Teammates! Uncap Your Potential at America's Largest Coca-Cola Bottler - Pour Your Passion into...
Executive Director, Corporate Banking Portfolio Manager - Industrials
- Charlotte, NC
- 3 days ago
- Charlotte, NC
- 3 days ago
About this role: Wells Fargo is seeking an Executive Director-level Portfolio Manager for the Industrials team within Wells Fargo Corporate & Investment Banking....
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
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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
- Loss Control
- Asset Allocation
- FactSet
- Credit Underwriting
- Comprehensive Capital Analysis and Review
- Treasury
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Financial Modeling
- Foreign Exchange
- Derivatives
- BSA
- Treasury Management
- Balance Sheets
- Wealth Management
- Cash Flow Analysis
- Commercial Real Estate
- Fixed Income
- Valuation
- Capital Markets
- Investment Management
- Credit Analysis
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Underwriting
- Anti-Money Laundering
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Real Estate
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Implementation
- Analytical Skills
- Auditing
- Negotiation
- Consulting
- Written Communication
- Presentation
- Verbal Communication
- Mentoring
- Collaboration
- Reporting
- Budgets
- Documentation
- Bachelor's Degree
- Regulations
- Policy Development
- Microsoft Office
- Project Management
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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