Portfolio Manager Jobs in Tulsa, OK
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.
Market Risk Manager - Capital Markets (Tulsa, OK, US, 74101)
- Tulsa, OK
- 6 days ago
- Tulsa, OK
- 6 days ago
Req ID: 76961 Areas of Interest: Finance; Risk Management Pay Transparency Salary Range: Not Available Application Deadline: 09/18/2025 Recruiter: Tayler Anette Admire Hiring Manager: Jonathan C...
Req ID: 76961 Areas of Interest: Finance; Risk Management Pay Transparency Salary Range: Not Available Application Deadline: 09/18/2025 Recruiter: Tayler Anette Admire Hiring Manager: Jonathan C...
The Portfolio Manager will work efficiently with lenders, staff, and loan ops to meet customer needs....
Market Risk Analyst - Capital Markets (Tulsa, OK, US, 74101)
- Tulsa, OK
- 8 days ago
- Tulsa, OK
- 8 days ago
You will have various interactions with trading desks that will include understanding of current market dynamics on Fixed Income products....
You will have various interactions with trading desks that will include understanding of current market dynamics on Fixed Income products....
Job Description The Portfolio Manager I is primarily responsible for research on managers used across all discretionary accounts within Wealth Management and the implementation of the multi-asset strategies...
Job Description The Portfolio Manager I is primarily responsible for research on managers used across all discretionary accounts within Wealth Management and the implementation of the multi-asset strategies...
Fixed Income Portfolio Manager III (Tulsa, OK, US, 74101)
- Tulsa, OK
- 12 days ago
- Tulsa, OK
- 12 days ago
Job Description The Fixed Income Portfolio Manager III is primarily responsible for managing taxable and tax-exempt bond portfolios in a close collaborative effort with the Senior Fixed Income Portfolio...
Job Description The Fixed Income Portfolio Manager III is primarily responsible for managing taxable and tax-exempt bond portfolios in a close collaborative effort with the Senior Fixed Income Portfolio...
funds, separately managed accounts, international and alternative investments)....
funds, separately managed accounts, international and alternative investments)....
Summary: The Regent Bank BSA Risk Manager will have a strong understanding of financial regulations, emphasizing the Bank Secrecy Act (BSA). This position will work closely with the Compliance...
Demographic Data for Tulsa, OK
Moving to Tulsa, OK? Find some basic demographic data about Tulsa, OK below.
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Title Synonyms
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Salary for Portfolio Manager Jobs in Tulsa, OK
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Tulsa, OK 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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