Portfolio Manager Jobs in Addison, TX
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.
- Farmers Branch, TX (4 miles from Addison, TX)
- 4 hours ago
- Farmers Branch, TX (4 miles from Addison, TX)
- 4 hours ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
- Dallas, TX (12 miles from Addison, TX)
- 10 hours ago
- Dallas, TX (12 miles from Addison, TX)
- 10 hours ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
- Dallas, TX (12 miles from Addison, TX)
- 11 hours ago
- Dallas, TX (12 miles from Addison, TX)
- 11 hours ago
Market Enterprise Functions At Jacobs, we're challenging today to reinvent tomorrow by solving the world's most critical problems for thriving cities, resilient environments, mission-critical...
Risk Analyst I - Technology Project Analyst
- Plano, TX (9 miles from Addison, TX)
- 11 hours ago
- Plano, TX (9 miles from Addison, TX)
- 11 hours ago
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for...
Risk and Compliance Specialist - AI/ML
- Dallas, TX (12 miles from Addison, TX)
- 11 hours ago
- Dallas, TX (12 miles from Addison, TX)
- 11 hours ago
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly...
- Irving, TX (11 miles from Addison, TX)
- 16 hours ago
- Irving, TX (11 miles from Addison, TX)
- 16 hours ago
About the Role We are seeking a skilled IT Asset Manager to design, implement, and maintain IT asset management (ITAM) solutions across our organization. This role will play a pivotal part in...
Commercial Real Estate Insurance Risk Manager - Grandbridge Real Estate Capital
- Frisco, TX (15 miles from Addison, TX)
- 1 day ago
- Frisco, TX (15 miles from Addison, TX)
- 1 day ago
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
Program Success Portfolio Manager, Global Learning & Development
- Addison, TX
- 1 day ago
- Addison, TX
- 1 day ago
Company Description It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work. Fast forward to today - ServiceNow...
Risk Management - Lead Credit Risk Manager - Vice President
- Dallas, TX (12 miles from Addison, TX)
- 2 days ago
- Dallas, TX (12 miles from Addison, TX)
- 2 days ago
Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a...
Commercial Portfolio Manager - Huntington Technology Finance
- Addison, TX
- 4 days ago
- Addison, TX
- 4 days ago
Description Summary: The Commercial Portfolio Manager - Huntington Technology Finance (HTF) actively monitors an assigned portfolio and analyzes credit for large, complex customer relationships and...
Remote WorkAudit and Risk Manager - PE, Asset Management
- Dallas, TX (12 miles from Addison, TX)
- 5 days ago
- Dallas, TX (12 miles from Addison, TX)
- 5 days ago
A privately held investment firm is seeking an Audit and Risk Manager to lead internal reviews across operational, financial, and compliance areas. This role offers high visibility, direct...
- McKinney, TX (20 miles from Addison, TX)
- 5 days ago
- McKinney, TX (20 miles from Addison, TX)
- 5 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,...
- Lewisville, TX (17 miles from Addison, TX)
- 5 days ago
- Lewisville, TX (17 miles from Addison, TX)
- 5 days ago
DESCRIPTION The Risk Management Director is responsible for the strategic oversight and execution of the company's insurance and risk management programs. This role leads the development,...
- Dallas, TX (12 miles from Addison, TX)
- 5 days ago
- Dallas, TX (12 miles from Addison, TX)
- 5 days ago
The Portfolio Manager is responsible for maximizing portfolio performance and is expected to have the ability to lead a deal from opportunity to close with little to no oversight....
Mortgage Warehouse Portfolio Manager
- Dallas, TX (12 miles from Addison, TX)
- 5 days ago
- Dallas, TX (12 miles from Addison, TX)
- 5 days ago
Duties and Responsibilities include the following: Serves as a client relationship representative by listening, researching, and providing complaint/inquiry resolution. Performs credit due...
Demographic Data for Addison, TX
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Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Addison, TX
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Addison, TX 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
Other Career Titles
Here are some other career titles that require similar skills
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