Portfolio Manager Jobs in Berwyn, PA
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.
Counterparty Risk Analyst - Onsite
- Fort Washington, PA (14 miles from Berwyn, PA)
- 2 days ago
- Fort Washington, PA (14 miles from Berwyn, PA)
- 2 days ago
Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering...
Finance Risk Compliance - Credit Risk Manager
- Philadelphia, PA (16 miles from Berwyn, PA)
- 4 days ago
- Philadelphia, PA (16 miles from Berwyn, PA)
- 4 days ago
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...
- Philadelphia, PA (16 miles from Berwyn, PA)
- 7 days ago
- Philadelphia, PA (16 miles from Berwyn, PA)
- 7 days ago
Line of Business: Personal & Commercial Banking Job Description: The Credit Portfolio Manager I (CPM) is responsible to gather financial and general business information pertaining to customer and prospect...
Vice President, IWM Portfolio Manager II
- Philadelphia, PA (16 miles from Berwyn, PA)
- 7 days ago
- Philadelphia, PA (16 miles from Berwyn, PA)
- 7 days ago
We're seeking future team member for our VP IWM Portfolio Manager II role located in Philadelphia, PA. Hybrid work available....
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C&I Underwriter & Portfolio Manager
- Conshohocken, PA (8 miles from Berwyn, PA)
- 7 days ago
- Conshohocken, PA (8 miles from Berwyn, PA)
- 7 days ago
C&I Underwriter & Portfolio ManagerCountry: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our...
- Wilmington, DE (21 miles from Berwyn, PA)
- 9 days ago
- Wilmington, DE (21 miles from Berwyn, PA)
- 9 days ago
Purpose of the role To support the Risk Function in delivering its objective of safeguarding the bank's financial and operational stability by proactively identifying, assessing, mitigating, and...
- Lower Gwynedd, PA (16 miles from Berwyn, PA)
- 10 days ago
- Lower Gwynedd, PA (16 miles from Berwyn, PA)
- 10 days ago
This position requires a highly motivated and experienced Loan Servicing professional who will be responsible for a complex loan portfolio. The individual will be responsible for delivering...
- Wilmington, DE (21 miles from Berwyn, PA)
- 11 days ago
- Wilmington, DE (21 miles from Berwyn, PA)
- 11 days ago
Description Job Overview: As a Community Manager, you will provide strong leadership and management direction on behalf of Board of Directors and FirstService Residential. This position will...
Sr Risk Analyst Governance & Control (US) Operational Risk Management
- Cherry Hill, NJ (23 miles from Berwyn, PA)
- 12 days ago
- Cherry Hill, NJ (23 miles from Berwyn, PA)
- 12 days ago
Work Location:** Mount Laurel, New Jersey, United States of America **Hours:** 40 **Pay Details:** $86,840 - $139,360 USD TD is committed to providing fair and equitable compensation opportunities...
Senior Portfolio Manager - Investment Management
- Radnor, PA (3 miles from Berwyn, PA)
- 12 days ago
- Radnor, PA (3 miles from Berwyn, PA)
- 12 days ago
Portfolio Manager (PM) develops and implements overall client portfolio investment strategy, as well as selection of equity, fixed income, or funds for a highly customized book of business....
Principal Risk Specialists, Anti-Money Laundering Risk Assessment Team
- Wilmington, DE (21 miles from Berwyn, PA)
- 13 days ago
- Wilmington, DE (21 miles from Berwyn, PA)
- 13 days ago
Principal Risk Specialists, Anti-Money Laundering Risk Assessment Team As a Principal Associate in Capital One's Anti-Money Laundering (AML) Program you'll be challenged by working with business...
Governance Risk Compliance Specialist, Senior Security Controls Tester
- Malvern, PA (4 miles from Berwyn, PA)
- 13 days ago
- Malvern, PA (4 miles from Berwyn, PA)
- 13 days ago
We are seeking a detail-oriented controls tester to join our Governance Risk & Compliance team. This role is responsible for independently designing, evaluating and testing the operating...
Credit Portfolio Manager II - Metro CRE
- Devon, PA (1 mile from Berwyn, PA)
- 13 days ago
- Devon, PA (1 mile from Berwyn, PA)
- 13 days ago
The Credit Portfolio Manager II manages a designated portfolio of commercial loans assuring all aspects of compliance with loan agreements, regulatory requirements and underwriting and risk rating policy...
- Wilmington, DE (21 miles from Berwyn, PA)
- 14 days ago
- Wilmington, DE (21 miles from Berwyn, PA)
- 14 days ago
Principal, Risk Specialist Does the idea of working with and guiding professional, highly trained accountants, product, technology and other professionals inspire you? Are you a professional with...
Portfolio Management Associate
- Conshohocken, PA (8 miles from Berwyn, PA)
- 16 days ago
- Conshohocken, PA (8 miles from Berwyn, PA)
- 16 days ago
Summary: The Portfolio Management Associate plays a critical role in supporting the Portfolio Management Team by executing and tracking business plans, with a primary focus on lender capital...
Demographic Data for Berwyn, PA
Moving to Berwyn, PA? Find some basic demographic data about Berwyn, PA below.
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Title Synonyms
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Salary for Portfolio Manager Jobs in Berwyn, PA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Berwyn, PA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Loan Review
- Asset Allocation
- Comprehensive Capital Analysis and Review
- Treasury
- Credit Underwriting
- BSA
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Treasury Management
- Financial Modeling
- Derivatives
- Foreign Exchange
- Wealth Management
- Investment Analysis
- Cash Flow Analysis
- Balance Sheets
- Fixed Income
- Commercial Real Estate
- Valuation
- Capital Markets
- Investment Management
- Credit Analysis
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Underwriting
- Anti-Money Laundering
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Finance
- Real Estate
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Analytical Skills
- Implementation
- Auditing
- Consulting
- Negotiation
- Written Communication
- Presentation
- Verbal Communication
- Collaboration
- Mentoring
- Documentation
- Reporting
- Bachelor's Degree
- Budgets
- Regulations
- Policy Development
- Microsoft Office
- Project Management
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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