Portfolio Manager Jobs in Oklahoma
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.
Risk Analyst Oklahoma City, OK Onsite Position BancFirst Tower, Downtown Oklahoma City 100 N. Broadway Avenue, Oklahoma City, OK 73102 Full Time ESSENTIAL DUTIES AND RESPONSIBILITIES include the...
Assurance - Technology Risk - Manager - Multiple Positions - 1623557
- Oklahoma City, OK
- 6 days ago
- Oklahoma City, OK
- 6 days ago
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you'll have the chance to build a career as unique as you...
Assurance - Technology Risk - Manager - Multiple Positions - 1623557
- Oklahoma City, OK
- 7 days ago
- Oklahoma City, OK
- 7 days ago
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, youll have the chance to build a career as unique as you...
Who We Are: At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 35 years, weve been committed to making dreams come true for independent car...
We're Hiring! Looking for an Asset Manager in our OK Wastewater plants. CMRP or CRL certification preferred. The Asset Manager is primarily responsible for management of the infrastructure fixed...
Summary Daily management of assigned commercial loan relationships for Commercial Relationship Bankers (CRBs), including providing a high level of customer support, obtaining financial and...
SAP - Plant Maintenance - Asset Manager - EAM - Senior Manager - Consulting - Location OPEN
- Tulsa, OK
- 19 days ago
- Tulsa, OK
- 19 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...
_What Portfolio Management contributes to Cardinal Health_** Portfolio management is responsible for assessing customer needs, market conditions and competition to inform business strategy. This...
Position Opening: Commercial Portfolio Manager Department: Commercial Loans Location: Ponca City - Downtown Salary: Full-Time, Salaried with Benefits Summary: The Commercial Portfolio Manager (CPM)...
Located within Facilities Management, this position will be r esponsible for overseeing the management, maintenance, and optimization of the university's physical assets. This role ensures that...
Job Description In Strategy & Consulting we work with C-suite executives, leaders and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive...
Job Description At Strategy & Consulting, we work closely with C-suite executives and industry leaders to drive transformation across all areas of their businesses. Our mission is to help...
Overview Join our team as a day shift, full-time, Risk Management Coordinator in Tulsa, OK. Why Join Us? Thrive in a People-First Environment and Make Healthcare Better Thrive: We empower our team...
Demographic Data for Oklahoma
Moving to Oklahoma? Find some basic demographic data about Oklahoma 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 Oklahoma
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Oklahoma 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
- Comprehensive Capital Analysis and Review
- Credit Underwriting
- 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
- Capital Markets
- Fixed Income
- Valuation
- 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
- Mentoring
- Education Experience
- Budgets
- Collaboration
- Reporting
- Documentation
- Policy Development
- Bachelor's Degree
- Regulations
- Microsoft Office
- Project Management
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Portfolio Manager Related Career Advice Articles
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »