Portfolio Manager Jobs in Devon, 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 (14 miles from Devon, PA)
- 1 day ago
- Lower Gwynedd, PA (14 miles from Devon, 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...
- Wilmington, DE (22 miles from Devon, PA)
- 2 days ago
- Wilmington, DE (22 miles from Devon, PA)
- 2 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 (22 miles from Devon, PA)
- 2 days ago
- Cherry Hill, NJ (22 miles from Devon, PA)
- 2 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 (1 mile from Devon, PA)
- 2 days ago
- Radnor, PA (1 mile from Devon, PA)
- 2 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 (22 miles from Devon, PA)
- 4 days ago
- Wilmington, DE (22 miles from Devon, PA)
- 4 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...
Senior Credit Risk Specialist - Merchant Services, Corporate Risk
- Wilmington, DE (22 miles from Devon, PA)
- 4 days ago
- Wilmington, DE (22 miles from Devon, PA)
- 4 days ago
About this role:** Wells Fargo is seeking a Senior Credit Risk Specialist in the Merchant Services team as part of Corporate Risk and will primarily focus on managing credit risk over First Line...
Small Business Card Portfolio Management Senior Associate
- Wilmington, DE (22 miles from Devon, PA)
- 4 days ago
- Wilmington, DE (22 miles from Devon, PA)
- 4 days ago
JobID: 210633284 Category: Marketing Strategy JobSchedule: Full time Posted Date: 2025-06-10T15:09:09+00:00 JobShift: Base Pay/Salary: New York,NY $90,250.00-$145,000.00 The Small Business Card...
Governance Risk Compliance Specialist, Senior Security Controls Tester
- Malvern, PA (5 miles from Devon, PA)
- 4 days ago
- Malvern, PA (5 miles from Devon, 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...
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 (22 miles from Devon, PA)
- 5 days ago
- Wilmington, DE (22 miles from Devon, PA)
- 5 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 (6 miles from Devon, PA)
- 6 days ago
- Conshohocken, PA (6 miles from Devon, PA)
- 6 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...
- Philadelphia, PA (15 miles from Devon, PA)
- 8 days ago
- Philadelphia, PA (15 miles from Devon, 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 (5 miles from Devon, PA)
- 8 days ago
- Malvern, PA (5 miles from Devon, 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....
- Wilmington, DE (22 miles from Devon, PA)
- 9 days ago
- Wilmington, DE (22 miles from Devon, PA)
- 9 days ago
Risk Manager, Global Trade Risk Manager Capital One's Global Sanctions and Trade Compliance team is seeking a Risk Manager to join the team. This role will work cross-functionally with...
- Horsham, PA (17 miles from Devon, PA)
- 10 days ago
- Horsham, PA (17 miles from Devon, PA)
- 10 days ago
A Long-standing, reputable name in the banking industry, is seeking a Commercial Portfolio Manager....
Demographic Data for Devon, PA
Moving to Devon, PA? Find some basic demographic data about Devon, PA below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Devon, PA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Devon, 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
- FactSet
- 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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