Portfolio Manager Jobs in Plymouth Meeting, 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.
Director I&T Portfolio Manager: R&D and Tech Office
- King of Prussia, PA (6 miles from Plymouth Meeting, PA)
- 90+ days ago
- King of Prussia, PA (6 miles from Plymouth Meeting, PA)
- 90+ days ago
Position Purpose: The I&T Portfolio Manager Director role is to partner with the I&T Business Partners to execute the Book of Work for R&D and Tech Office including portfolio investments, BAU activity...
- Philadelphia, PA (12 miles from Plymouth Meeting, PA)
- moments ago
- Philadelphia, PA (12 miles from Plymouth Meeting, PA)
- moments ago
Deloitte Consulting LLPs Quality and Risk Management (QRM) group is seeking a Risk Manager with extensive experience in supporting complex deals and contract structuring, drafting customized...
Director - Risk Management-9079-b9abab
- King of Prussia, PA (6 miles from Plymouth Meeting, PA)
- 5 hours ago
- King of Prussia, PA (6 miles from Plymouth Meeting, PA)
- 5 hours ago
Location(s):**- 1414 S Tryon Street, 7th Floor, The Railyard Floors 5-8, Charlotte, North Carolina, 28203, US- 901 Yamato Rd., Suite 210E, Boca Raton, Florida, 33431, US- 120 North LaSalle, Suite...
Investment Manager (Senior Specialist)
- North Wales, PA (6 miles from Plymouth Meeting, PA)
- 5 hours ago
- North Wales, PA (6 miles from Plymouth Meeting, PA)
- 5 hours ago
The Portfolio Manager reports to the Value Team Portfolio Lead and works closely with Product Line Leads, Product Managers, Finance and Value Teams. **What will you do?...
Credit Portfolio Manager II - CRE PMG
- Philadelphia, PA (12 miles from Plymouth Meeting, PA)
- 9 hours ago
- Philadelphia, PA (12 miles from Plymouth Meeting, PA)
- 9 hours ago
The Credit Portfolio Manager II (CPM) performs the financial analysis needed to make credit decisions on new and existing business, supports the commercial banking team and recommends credit solutions...
Data Center Portfolio Manager II
- Philadelphia, PA (12 miles from Plymouth Meeting, PA)
- 1 day ago
- Philadelphia, PA (12 miles from Plymouth Meeting, PA)
- 1 day ago
As the Commercial Real Estate (CRE) Portfolio Manager II within our Data Center platform, you will be responsible for credit underwriting, monitoring, and portfolio management of new and existing CRE...
Financial Crime Risk Manager - Reporting, Escalations, & Risk Appetite
- Mount Laurel, NJ (21 miles from Plymouth Meeting, PA)
- 1 day ago
- Mount Laurel, NJ (21 miles from Plymouth Meeting, PA)
- 1 day 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...
Senior AML Financial Crimes Risk Analyst - Screening
- Mount Laurel, NJ (21 miles from Plymouth Meeting, PA)
- 2 days ago
- Mount Laurel, NJ (21 miles from Plymouth Meeting, PA)
- 2 days ago
Work Location: New York, New York, United States of America Hours: 40 Pay Details: $76,128 - $124,800 USD TD is committed to providing fair and equitable compensation opportunities to all...
Group Risk Specialist (US) Treasury and Finance
- Mount Laurel, NJ (21 miles from Plymouth Meeting, PA)
- 2 days ago
- Mount Laurel, NJ (21 miles from Plymouth Meeting, 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 to all...
Financial Crime Risk Specialist - Regulatory Response and Oversight Manager
- Mount Laurel, NJ (21 miles from Plymouth Meeting, PA)
- 2 days ago
- Mount Laurel, NJ (21 miles from Plymouth Meeting, PA)
- 2 days ago
Work Location: New York, New York, 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...
Deals Delivering Deal Value Human Capital Manager
- Philadelphia, PA (12 miles from Plymouth Meeting, PA)
- 3 days ago
- Philadelphia, PA (12 miles from Plymouth Meeting, PA)
- 3 days ago
Industry/Sector Not Applicable Specialism People in Deals Management Level Manager Job Description & Summary At PwC, our people in workforce consulting focus on providing consulting services...
Credit Portfolio Manager II (C&I Underwriting)
- Philadelphia, PA (12 miles from Plymouth Meeting, PA)
- 6 days ago
- Philadelphia, PA (12 miles from Plymouth Meeting, PA)
- 6 days ago
WHAT WE EXPECT OF YOU** + Thorough knowledge of commercial lending process including credit evaluation and underwriting expertise with proven success making independent credit assessments. Ability...
- King of Prussia, PA (6 miles from Plymouth Meeting, PA)
- 7 days ago
- King of Prussia, PA (6 miles from Plymouth Meeting, PA)
- 7 days ago
Location(s): 1414 S Tryon Street, 7th Floor, The Railyard Floors 5-8, Charlotte, North Carolina, 28203, US 901 Yamato Rd., Suite 210E, Boca Raton, Florida, 33431, US 120 North LaSalle, Suite 1700,...
- Philadelphia, PA (12 miles from Plymouth Meeting, PA)
- 7 days ago
- Philadelphia, PA (12 miles from Plymouth Meeting, PA)
- 7 days ago
income, derivatives, and alternative asset classes, including hedge funds, real assets, and private markets + Ability to integrate portfolio construction with consideration of strategic goals and risk...
Compliance Advisory Risk Manager - Payments
- Philadelphia, PA (12 miles from Plymouth Meeting, PA)
- 7 days ago
- Philadelphia, PA (12 miles from Plymouth Meeting, PA)
- 7 days ago
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Demographic Data for Plymouth Meeting, PA
Moving to Plymouth Meeting, PA? Find some basic demographic data about Plymouth Meeting, PA below.
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Title Synonyms
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Salary for Portfolio Manager Jobs in Plymouth Meeting, PA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Plymouth Meeting, PA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Loss Control
- Asset Allocation
- Treasury
- Financial Modeling
- Financial Statements
- Comprehensive Capital Analysis and Review
- Treasury Management
- Derivatives
- BSA
- Commercial Lending
- Wealth Management
- Cash Flow Analysis
- Credit Underwriting
- Balance Sheets
- Capital Markets
- Fixed Income
- Valuation
- Credit Analysis
- Commercial Real Estate
- Anti-Money Laundering
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Mortgage Processing
- Client Relationships
- Underwriting
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Modeling
- Finance
- Real Estate
- Accounting
- Reimbursement
- Risk Management
- Strategy Development
- Analytical Skills
- Implementation
- Decision Making
- Written Communication
- Auditing
- Presentation
- Negotiation
- Collaboration
- Mentoring
- Documentation
- Reporting
- Bachelor's Degree
- Budgets
- Regulations
- Policy Development
- Sales
- Project Management
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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