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.
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 PersonSmall Business Credit Card Portfolio Risk Manager
- U.S. Bancorp
- Charlotte, NC
- 20 hours ago
- Charlotte, NC
- 20 hours 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
- 23 hours ago
- Charlotte, NC
- 23 hours 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
- 23 hours ago
- Charlotte, NC
- 23 hours 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
- 2 days ago
- Charlotte, 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 PersonEnergy-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 PersonAssociate - Sponsor and Leveraged Finance - Portfolio Management
- Huntington Bancshares Inc
- Charlotte, NC
- 4 days ago
- Charlotte, NC
- 4 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
- 4 days ago
- Davidson, NC
- 4 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
- 4 days ago
- Charlotte, NC
- 4 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 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...
RemoteMunicipal Fixed Income Portfolio Manager
- Wells Fargo
- Charlotte, NC
- 5 days ago
- Charlotte, NC
- 5 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 Financial Corporation
- Raleigh, NC
- 6 days ago
- Raleigh, NC
- 6 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 PersonThe 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
- 8 days ago
- Charlotte, 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
- 8 days ago
- Charlotte, 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...
RemoteDemographic 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
- 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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