Portfolio Manager Jobs in Mount Pleasant, SC
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.
- Charleston, SC (6 miles from Mount Pleasant, SC)
- 5 hours ago
- Charleston, SC (6 miles from Mount Pleasant, SC)
- 5 hours ago
Portfolio Manager CLASSIFICATION Exempt REPORTS TO Portfolio Manager Team Lead JOB DESCRIPTION Summary/Objective The Portfolio Manager will support Commercial Banking Executives in the origination of...
Senior Commercial Portfolio Manager
- Charleston, SC (6 miles from Mount Pleasant, SC)
- 60+ days ago
- Charleston, SC (6 miles from Mount Pleasant, SC)
- 60+ days ago
Job Summary The Senior Commercial Portfolio Manager is a key member of the client team and credit leader within the organization....
Enterprise Risk Management Officer, Sr
- Charleston, SC (6 miles from Mount Pleasant, SC)
- 60+ days ago
- Charleston, SC (6 miles from Mount Pleasant, SC)
- 60+ days ago
Job Description The Enterprise Risk Management Officer, Sr will be responsible for overseeing the market and treasury risk management framework at United. This role involves assessing and...
Personal Risk Specialist/Producer
- Charleston, SC (6 miles from Mount Pleasant, SC)
- 90+ days ago
- Charleston, SC (6 miles from Mount Pleasant, SC)
- 90+ days ago
and Requirements General Description: The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to...
SUMMARY The Portfolio Manager assists in the assessment of risk and management of the Bank’s loan portfolio by providing analytical and credit oversight and is responsible for the annual review, renewal...
Commercial Portfolio Manager II
- Charleston, SC (6 miles from Mount Pleasant, SC)
- 90+ days ago
- Charleston, SC (6 miles from Mount Pleasant, SC)
- 90+ days ago
SUMMARY/OBJECTIVES The Commercial Portfolio Manager supports the commercial loan and deposit portfolio of one or more Relationship Managers (Commercial with some CRE) providing quality underwriting,...
Demographic Data for Mount Pleasant, SC
Moving to Mount Pleasant, SC? Find some basic demographic data about Mount Pleasant, SC below.
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Title Synonyms
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Salary for Portfolio Manager Jobs in Mount Pleasant, SC
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Mount Pleasant, SC offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Real Estate Management
- Loss Control
- Asset Allocation
- Comprehensive Capital Analysis and Review
- Credit Underwriting
- Financial Statement Analysis
- Treasury
- Derivatives
- Financial Statements
- Financial Modeling
- Commercial Lending
- Treasury Management
- BSA
- Balance Sheets
- Wealth Management
- Cash Flow Analysis
- Fixed Income
- Capital Markets
- Valuation
- Lending
- Commercial Real Estate
- Financial Analysis
- Investment Management
- Credit Analysis
- Client Relationships
- Financial Services
- Underwriting
- Anti-Money Laundering
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Finance
- Real Estate
- Reimbursement
- Risk Management
- Strategy Development
- Decision Making
- Implementation
- Auditing
- Accounting
- Negotiation
- Written Communication
- Documentation
- Presentation
- Education Experience
- Reporting
- Collaboration
- Flexibility
- Budgets
- Bachelor's Degree
- Policy Development
- Project Management
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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