Portfolio Manager Jobs in Allen, 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.
Risk Manager, Identity & Access Management (FS)
- Plano, TX (7 miles from Allen, TX)
- 30+ days ago
- Plano, TX (7 miles from Allen, TX)
- 30+ days ago
Risk Manager, Identity & Access Management (FS) As a Risk Manager in the Financial Services Business Risk Office, you will provide professional risk judgment that enables business partners to...
Technology Payments Network Risk Manager-Enterprise Services Risk Office
- Plano, TX (7 miles from Allen, TX)
- 13 days ago
- Plano, TX (7 miles from Allen, TX)
- 13 days ago
Technology Payments Network Risk Manager-Enterprise Services Risk Office We are hiring! The Enterprise Services Business Risk Office provides risk management support to several lines of business...
Community Association Manager- Portfolio
- Plano, TX (7 miles from Allen, TX)
- 2 hours ago
- Plano, TX (7 miles from Allen, TX)
- 2 hours ago
The Portfolio Manager provides exemplary service consistent with the Castle Group's values and mission....
Commercial Banking Portfolio Manager (Government)
- Dallas, TX (23 miles from Allen, TX)
- 7 hours ago
- Dallas, TX (23 miles from Allen, TX)
- 7 hours ago
About this role: We are seeking a Commercial Banking Portfolio Manager covering Government Banking at Wells Fargo as part of Commercial Middle Market Specialized Industry....
Alternative Asset Manager Co-Investment Lending Program Manager
- Dallas, TX (23 miles from Allen, TX)
- 1 day ago
- Dallas, TX (23 miles from Allen, TX)
- 1 day ago
About this role:Wells Fargo is seeking a Program Manager to sit within the Alternative Investments Financing (AIF) Custom Lending team....
Aviation MRO Contract and Risk Manager
- Dallas, TX (23 miles from Allen, TX)
- 2 days ago
- Dallas, TX (23 miles from Allen, TX)
- 2 days ago
#UPLIFTYOURFUTURE Over 13,000 People. 19 Locations worldwide. One in three planes flies with our Technology. Even more economical, lower in emissions and quieter. We shape the future of Aviation....
Remote Work- Frisco, TX (15 miles from Allen, TX)
- 3 days ago
- Frisco, TX (15 miles from Allen, TX)
- 3 days ago
Line of Business: Service & Support About Us Heidelberg Materials is one of the world's largest suppliers of building materials. Heidelberg Materials North America operates over 450 locations...
Enterprise Risk Management Analyst
- Dallas, TX (23 miles from Allen, TX)
- 3 days ago
- Dallas, TX (23 miles from Allen, TX)
- 3 days ago
Enterprise Risk Management AnalystCountry: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our...
- Plano, TX (7 miles from Allen, TX)
- 3 days ago
- Plano, TX (7 miles from Allen, TX)
- 3 days ago
Kforce has a client in Plano, TX that is seeking a Risk Analyst I. Responsibilities: Analyze customer information, financial patterns, and transaction data to identify fraud and risk patterns and...
- Plano, TX (7 miles from Allen, TX)
- 3 days ago
- Plano, TX (7 miles from Allen, TX)
- 3 days ago
Communicates portfolio statuses and changes regularly to more tenured Portfolio Managers....
Commercial Asset Manager - Energy
- Dallas, TX (23 miles from Allen, TX)
- 3 days ago
- Dallas, TX (23 miles from Allen, TX)
- 3 days ago
Prologis, Inc. is the global leader in logistics real estate. In partnership with our customers and our communities, we develop modern, high-quality properties that set the standard for innovative...
Portfolio Manager - Tech and Life Sciences Texas
- Richardson, TX (10 miles from Allen, TX)
- 3 days ago
- Richardson, TX (10 miles from Allen, TX)
- 3 days ago
Senior Portfolio Manager Independently manages portfolio of complex customer relationships to ensure ongoing profitability and complete conformity with credit terms....
Senior Asset Manager - GSE/HUD
- Dallas, TX (23 miles from Allen, TX)
- 4 days ago
- Dallas, TX (23 miles from Allen, TX)
- 4 days ago
Senior Asset Manager - GSE/HUD Colliers International 401(k), remote work United States, Texas, Dallas Jun 10, 2025 Make your next move an expert one. At Colliers it's not our success that sets us...
Governance Risk Compliance Specialist, Senior Security Controls Tester
- Dallas, TX (23 miles from Allen, TX)
- 4 days ago
- Dallas, TX (23 miles from Allen, TX)
- 4 days ago
Global Risk and Security (GR&S) at Vanguard enables business strategy, protects client and Vanguard interests (e.g., assets and data), and stewards a strong risk culture. Our teams leverage...
Portfolio Manager - Lender Finance
- Dallas, TX (23 miles from Allen, TX)
- 4 days ago
- Dallas, TX (23 miles from Allen, TX)
- 4 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....
Demographic Data for Allen, TX
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Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Allen, TX
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Allen, TX 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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