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.
CRE Underwriter/Portfolio Manager
- Charleston, SC (6 miles from Mount Pleasant, SC)
- 3 days ago
- Charleston, SC (6 miles from Mount Pleasant, SC)
- 3 days ago
Job Summary: Manages and monitors a portfolio of client credit exposures, across industry classes, on an ongoing basis. Underwrites credit requests including new, renewals and modifications as the...
Senior Commercial Portfolio Manager
- Charleston, SC (6 miles from Mount Pleasant, SC)
- 3 days ago
- Charleston, SC (6 miles from Mount Pleasant, SC)
- 3 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)
- 16 days ago
- Charleston, SC (6 miles from Mount Pleasant, SC)
- 16 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)
- 27 days ago
- Charleston, SC (6 miles from Mount Pleasant, SC)
- 27 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)
- 60+ days ago
- Charleston, SC (6 miles from Mount Pleasant, SC)
- 60+ 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,...
- Charleston, SC (6 miles from Mount Pleasant, SC)
- 90+ days ago
- Charleston, SC (6 miles from Mount Pleasant, SC)
- 90+ days ago
At Pinnacle, our goal is to create an atmosphere where associates are fully engaged, enjoy what they're doing and are successful. We work to ensure that every associate embraces what makes...
- North Charleston, SC (5 miles from Mount Pleasant, SC)
- 90+ days ago
- North Charleston, SC (5 miles from Mount Pleasant, SC)
- 90+ days ago
Charleston County Public Works Department is looking for a highly motivated, qualified individual to join our team! We offer competitive salary, great benefits package, paid holidays, vacation,...
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
- 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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