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.
Credit Portfolio Manager I - Education/Not for Profit
- TD Bank
- Mount Laurel, NJ (22 miles from Conshohocken, PA)
- 2 days ago
- Mount Laurel, NJ (22 miles from Conshohocken, PA)
- 2 days ago
The Credit Portfolio Manager I (CPM) is responsible to gather financial and general business information pertaining to customer and prospect loan requests....
In PersonMultifamily Credit Asset Manager
- Morgan Properties
- Conshohocken, PA
- 2 days ago
- Conshohocken, PA
- 2 days ago
Experience with CRM systems and financial modeling tools....
In PersonVice President, Investment Strategy & Portfolio Management Life Insurance
- Lincoln Financial Group
- Radnor, PA (5 miles from Conshohocken, PA)
- 2 days ago
- Radnor, PA (5 miles from Conshohocken, PA)
- 2 days ago
Execution & CrossTeam Leadership Coordinate and collaborate with business unit portfolio managers and asset class teams on implementation, rebalancing, and cash deployment priorities....
In Person- DLL Financial Solutions Partner
- Wayne, PA (5 miles from Conshohocken, PA)
- 4 days ago
- Wayne, PA (5 miles from Conshohocken, PA)
- 4 days ago
As an Equipment Portfolio Manager, you will own and manage a significant portfolio of onbook assets within your specialist sector....
RemoteAssoc Director Discovery & Translational Portfolio Management (Hybrid)
- Merck Company
- West Point, PA (8 miles from Conshohocken, PA)
- 7 days ago
- West Point, PA (8 miles from Conshohocken, PA)
- 7 days ago
Portfolio managers are strategic partners to the Project Leads, Therapeutic Area (TA) Leads and governance committee chairs and may manage multiple cross-functional and/or cross-divisional committees...
HybridGroup Risk Specialist- Supporting Retail Distribution Ramblewood, NJ, USA
- TD Bank Group
- Mount Laurel, NJ (22 miles from Conshohocken, PA)
- 8 days ago
- Mount Laurel, NJ (22 miles from Conshohocken, PA)
- 8 days ago
Group Risk Specialist- Supporting Retail Distribution Work Location: Mount Laurel, New Jersey, United States of America Hours: 40 Pay Details: $91,000 - $136,240 USD TD is committed to providing...
In PersonIndex Portfolio Management Analyst
- NASDAQ Omx Group, Inc.
- Philadelphia, PA (11 miles from Conshohocken, PA)
- 12 days ago
- Philadelphia, PA (11 miles from Conshohocken, PA)
- 12 days ago
Analyst, Index Portfolio Management At Nasdaq, you'll kick off your career in a place where learning and collaboration are part of every day. As an Analyst on our Index Portfolio Management team,...
Hybrid- Lincoln Financial Group
- Radnor, PA (5 miles from Conshohocken, PA)
- 12 days ago
- Radnor, PA (5 miles from Conshohocken, PA)
- 12 days ago
Alternate Locations: Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Dover, NH (New Hampshire); Fort Wayne, IN (Indiana) Work Arrangement: Hybrid : Employee will work 3 days a week in a...
In PersonAssociate Portfolio Manager, Custom Indexing
- BCI Orion Portfolio Solutions, LLC DBA Brinker Capital Investments
- King of Prussia, PA (4 miles from Conshohocken, PA)
- 12 days ago
- King of Prussia, PA (4 miles from Conshohocken, PA)
- 12 days ago
About this Opportunity: As an Associate Portfolio Manager, Custom Indexing, you will be responsible for supporting the planning, customization, transition, and ongoing management of tax-managed client...
HybridPortfolio Manager, Custom Indexing
- BCI Orion Portfolio Solutions, LLC DBA Brinker Capital Investments
- King of Prussia, PA (4 miles from Conshohocken, PA)
- 12 days ago
- King of Prussia, PA (4 miles from Conshohocken, PA)
- 12 days ago
About this Opportunity: As a Portfolio Manager, Custom Indexing, you will be responsible for the planning, customization, transition, and ongoing management of tax-managed client portfolios....
HybridPortfolio Manager, Custom Indexing
- Orion
- Philadelphia, PA (11 miles from Conshohocken, PA)
- 14 days ago
- Philadelphia, PA (11 miles from Conshohocken, PA)
- 14 days ago
About this Opportunity: As a Portfolio Manager, Custom Indexing, you will be responsible for the planning, customization, transition, and ongoing management of tax-managed client portfolios....
HybridAssociate Portfolio Manager, Custom Indexing
- Orion
- Philadelphia, PA (11 miles from Conshohocken, PA)
- 14 days ago
- Philadelphia, PA (11 miles from Conshohocken, PA)
- 14 days ago
About this Opportunity: As an Associate Portfolio Manager, Custom Indexing, you will be responsible for supporting the planning, customization, transition, and ongoing management of tax-managed client...
HybridSenior Group Risk Specialist (US)
- Walgreens
- Mount Laurel, NJ (22 miles from Conshohocken, PA)
- 15 days ago
- Mount Laurel, NJ (22 miles from Conshohocken, PA)
- 15 days ago
TD Bank Keyword Location Search view all jobs Senior Group Risk Specialist (US) - Consumer Bank Operational Risk Management Mount Laurel, NJ Posted 3 days ago Apply Now Work Location: Mount...
In Person- OceanFirst Bank
- Philadelphia, PA (11 miles from Conshohocken, PA)
- 16 days ago
- Philadelphia, PA (11 miles from Conshohocken, PA)
- 16 days ago
Provide guidance to less seasoned Credit Portfolio Managers and credit analyst staff. 17....
In Person- DLL Financial Solutions Partner
- Wayne, PA (5 miles from Conshohocken, PA)
- 18 days ago
- Wayne, PA (5 miles from Conshohocken, PA)
- 18 days ago
Must be local to Oregan and Washington state* As the Portfolio Manager, you will improve the company's risk position through active account management....
RemoteDemographic 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
- Freddie Mac
- Credit Underwriting
- Financial Statements
- Asset Allocation
- Financial Statement Analysis
- Financial Modeling
- Wealth Management
- Treasury
- Commercial Lending
- Investment Banking
- Treasury Management
- Cash Flow Analysis
- BSA
- Derivatives
- Valuation
- Fixed Income
- Credit Analysis
- Capital Markets
- Investment Management
- Capital Planning
- Anti-Money Laundering
- Financial Analysis
- Commercial Real Estate
- Lending
- Underwriting
- Risk Analysis
- Portfolio Management
- Financial Services
- Due Diligence
- Asset Management
- Modeling
- Real Estate
- Business Administration
- Finance
- Accounting
- Reimbursement
- Analytical Skills
- Risk Management
- Strategy Development
- Decision Making
- Negotiation
- Auditing
- Written Communication
- Presentation
- Documentation
- Mentoring
- Budgets
- Implementation
- Verbal Communication
- Reporting
- Policy Development
- Collaboration
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Staff Supervision
- Scheduling
- Leadership
- Communication Skills
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