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.
Associate - Sponsor and Leveraged Finance - Portfolio Management
- Huntington Bancshares Inc
- Charlotte, NC
- 5 days ago
- Charlotte, NC
- 5 days ago
This may include underwriting, financial statement analysis, collateral analysis, financial modeling, industry and business risk evaluation and management assessment....
RemoteDigital 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...
RemoteTrading 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...
RemoteThe 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...
RemoteAbout Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000...
Remote- Huntington Bancshares Inc
- Charlotte, NC
- 30+ days ago
- Charlotte, NC
- 30+ days ago
Mentors Credit Analysts and less experienced Portfolio Managers to develop required competencies and experience. Performs all other duties as assigned....
RemoteManaging Director - Underwriting and Portfolio Manager - Project Finance and Infrastructure
- Huntington Bancshares Inc
- Charlotte, NC
- 30+ days ago
- Charlotte, NC
- 30+ days ago
Review financial models independently and incorporate complex structures or nuances. Propose appropriate structuring options in tandem with deal team....
RemoteAt 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...
HybridAbout This Role: As the Director of Portfolio Management for Infrastructure & Operations (I&O) and Cybersecurity, you will be responsible for delivering predictable, outcomes-based results across...
HybridCommercial Portfolio Manager - Huntington Technology Finance - Underwriting
- Huntington Bancshares Inc
- Raleigh, NC
- 45+ days ago
- Raleigh, NC
- 45+ days ago
The Underwriting Commercial Portfolio Manager - Technology Finance (HTF) underwrites credit exposure for large, complex customer relationships and circumstances and actively manages a portfolio....
RemoteCredit Portfolio Manager III (Asset Based Lending) (Remote)
- Atlantic Union Bank
- Greensboro, NC
- 60+ days ago
- Greensboro, NC
- 60+ days ago
Credit Portfolio Manager III is expected to be a subject matter expert (SME) in the respective portfolio and adheres to all regulatory and compliance guidelines....
RemoteDirector, Portfolio Management - Financial Institutions
- Huntington Bancshares Inc
- Charlotte, NC
- 90+ days ago
- Charlotte, NC
- 90+ days ago
Description Summary: Huntington's Director, Portfolio Management will manage a book of business in the bank's Financial Institutions (FIG) vertical within Huntington's Corporate Specialty and...
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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