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.
Auto Fraud Investigator BL Risk Analyst II
- Oklahoma City, OK
- 2 days ago
- Oklahoma City, OK
- 2 days ago
General information** **Ref #** 20044 **Remote?** Yes **Ally and Your Career** * Ally Financial only succeeds when its people do - and thats more than some cliche people put on job postings. We...
Position Opening: Commercial Portfolio Manager Department: Commercial Loans Location: Ponca City - Downtown Salary: Full-Time, Salaried with Benefits Summary: The Commercial Portfolio Manager (CPM)...
SAP - Plant Maintenance - Asset Manager - EAM - Manager - Consulting - Location OPEN
- Tulsa, OK
- 11 days ago
- Tulsa, OK
- 11 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...
VAS - Quality & Risk Management Director (Institutional/Funds)
- Oklahoma City, OK
- 11 days ago
- Oklahoma City, OK
- 11 days ago
VAS - Quality & Risk Management Director (Institutional/Funds) Job ID 197526 Posted 01-May-2025 Service line Advisory Segment Role type Full-time Areas of Interest Valuations/Appraisal Location(s)...
Risk Consulting - Cloud Risk - Manager - Multiple Cities
- Oklahoma City, OK
- 11 days ago
- Oklahoma City, OK
- 11 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...
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...
Job Title: Wealth Manager Purpose: The Wealth Manager is the primary source of relationship development, consultation, and advice to assigned existing clients of the firm. Expertise is expected on...
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...
Click here to learn more about the great community of Yukon Oklahoma! The Activity Fund Manager must maintain a working knowledge of federal and state requirements for expenditure of public money....
funds, separately managed accounts, international and alternative investments)....
OVERVIEW The Enterprise Risk Management (ERM) Department plays a critical role in overseeing the identification and assessment of Bank risk and related controls. In this capacity, ERM acts as a...
Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow...
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
- Asset Allocation
- Comprehensive Capital Analysis and Review
- Treasury
- Credit Underwriting
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Treasury Management
- Financial Modeling
- Derivatives
- Wealth Management
- Balance Sheets
- Cash Flow Analysis
- Fixed Income
- Commercial Real Estate
- Valuation
- Investment Banking
- Capital Markets
- Credit Analysis
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Underwriting
- Anti-Money Laundering
- Mortgage Processing
- Portfolio Management
- Risk Analysis
- Asset Management
- Due Diligence
- Modeling
- Real Estate
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Analytical Skills
- Implementation
- Consulting
- Auditing
- Negotiation
- Presentation
- Written Communication
- Collaboration
- Documentation
- Reporting
- Bachelor's Degree
- Budgets
- Regulations
- Policy Development
- Microsoft Office
- Project Management
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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