Portfolio Manager Jobs in Conshohocken, 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.
- Lower Gwynedd, PA (8 miles from Conshohocken, PA)
- 1 day ago
- Lower Gwynedd, PA (8 miles from Conshohocken, PA)
- 1 day 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...
Sr Risk Analyst Governance & Control (US) Operational Risk Management
- Cherry Hill, NJ (18 miles from Conshohocken, PA)
- 3 days ago
- Cherry Hill, NJ (18 miles from Conshohocken, PA)
- 3 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 (5 miles from Conshohocken, PA)
- 3 days ago
- Radnor, PA (5 miles from Conshohocken, PA)
- 3 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....
Governance Risk Compliance Specialist, Senior Security Controls Tester
- Malvern, PA (12 miles from Conshohocken, PA)
- 4 days ago
- Malvern, PA (12 miles from Conshohocken, PA)
- 4 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 (6 miles from Conshohocken, PA)
- 4 days ago
- Devon, PA (6 miles from Conshohocken, PA)
- 4 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...
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...
- Philadelphia, PA (11 miles from Conshohocken, PA)
- 8 days ago
- Philadelphia, PA (11 miles from Conshohocken, PA)
- 8 days ago
Asset Manager Location: Philadelphia, US, 19103 Asset Manager, Energy Storage Position is in-office only, located in Center City, Philadelphia Ormat continues to achieve remarkable growth. We...
Taxable Money Market Portfolio Manager
- Malvern, PA (12 miles from Conshohocken, PA)
- 8 days ago
- Malvern, PA (12 miles from Conshohocken, PA)
- 8 days ago
Taxable Money Market Portfolio Manager The Vanguard Money Market team oversees $700B in assets and is the 3rd largest money fund provider in the industry....
- Horsham, PA (11 miles from Conshohocken, PA)
- 10 days ago
- Horsham, PA (11 miles from Conshohocken, PA)
- 10 days ago
A Long-standing, reputable name in the banking industry, is seeking a Commercial Portfolio Manager....
- Bensalem, PA (19 miles from Conshohocken, PA)
- 10 days ago
- Bensalem, PA (19 miles from Conshohocken, PA)
- 10 days ago
A Long-standing, reputable name in the banking industry, is seeking a Commercial Portfolio Manager....
Senior Lead Commercial Banking Portfolio Manager
- Conshohocken, PA
- 11 days ago
- Conshohocken, PA
- 11 days ago
About this role: Wells Fargo Commercial Banking team is seeking a Senior Lead Commercial Banking Portfolio Manager to support its Middle Market banking practice as part of the Credit Portfolio Management...
- Philadelphia, PA (11 miles from Conshohocken, PA)
- 11 days ago
- Philadelphia, PA (11 miles from Conshohocken, PA)
- 11 days ago
Description The SBA Portfolio Manager IV position is responsible for effective credit and risk administration with particular emphasis on adherence to SBA Standard Operating Procedures contained in...
Lead CIB Portfolio Manager - VP FIG
- Philadelphia, PA (11 miles from Conshohocken, PA)
- 12 days ago
- Philadelphia, PA (11 miles from Conshohocken, PA)
- 12 days ago
Vice President Portfolio Managers oversee and credit manage an assigned portfolio of clients and also support Managing Director and Executive Director Portfolio Managers on lead credit roles, complex...
Risk Manager (US) ORM-Operational Resilience
- Mount Laurel, NJ (22 miles from Conshohocken, PA)
- 13 days ago
- Mount Laurel, NJ (22 miles from Conshohocken, PA)
- 13 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 to all...
Third-Party Risk Management Associate
- Souderton, PA (14 miles from Conshohocken, PA)
- 14 days ago
- Souderton, PA (14 miles from Conshohocken, PA)
- 14 days ago
Overview Univest Financial Corporation (UVSP), has approximately $8.1 billion in assets and $5.2 billion in assets under management and supervision (as of December 31, 2024). Headquartered in...
Demographic Data for Conshohocken, PA
Moving to Conshohocken, PA? Find some basic demographic data about Conshohocken, PA below.
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Salary for Portfolio Manager Jobs in Conshohocken, PA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Conshohocken, PA 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
- Sales
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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