Portfolio Manager Jobs in Dallas, 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.
Analyst, Specialty Underwriting and Portfolio Management - CRE
- Plano, TX (18 miles from Dallas, TX)
- 8 days ago
- Plano, TX (18 miles from Dallas, TX)
- 8 days ago
Manager Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire...
Asset Manager, Specialty Underwriting and Portfolio Management - CRE
- Plano, TX (18 miles from Dallas, TX)
- 20 days ago
- Plano, TX (18 miles from Dallas, TX)
- 20 days ago
Manager Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire...
Business Development Representative - SMB Investment Manager
- Dallas, TX
- 23 hours ago
- Dallas, TX
- 23 hours ago
AppFolio is more than a company. Were a community of dreamers, big thinkers, problem solvers, active listeners, and multipliers. At every opportunity, we set the pace while delivering innovation...
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...
- Plano, TX (18 miles from Dallas, TX)
- 1 day ago
- Plano, TX (18 miles from Dallas, TX)
- 1 day 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...
Assist Relationship Managers and other Portfolio Managers with various underwriting models and templates. Participate in special projects as needed....
Assistant Enterprise Accounts Portfolio Manager
- Mansfield, TX (24 miles from Dallas, TX)
- 1 day ago
- Mansfield, TX (24 miles from Dallas, TX)
- 1 day ago
Enterprise Accounts Portfolio Manager Position Type: Full Time Req ID: 2......
Alternative Asset Manager Co-Investment Lending Program Manager
- Irving, TX (8 miles from Dallas, TX)
- 1 day ago
- Irving, TX (8 miles from Dallas, 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....
- Plano, TX (18 miles from Dallas, TX)
- 1 day ago
- Plano, TX (18 miles from Dallas, TX)
- 1 day 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...
- Plano, TX (18 miles from Dallas, TX)
- 2 days ago
- Plano, TX (18 miles from Dallas, TX)
- 2 days 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...
- Farmers Branch, TX (11 miles from Dallas, TX)
- 2 days ago
- Farmers Branch, TX (11 miles from Dallas, TX)
- 2 days 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...
Enterprise Risk Management Analyst Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our...
Risk Manager, Risk Engagement Process Lead (FS)
- Plano, TX (18 miles from Dallas, TX)
- 2 days ago
- Plano, TX (18 miles from Dallas, TX)
- 2 days ago
Risk Manager, Risk Engagement Process Lead (FS) Risk Manager: Risk Engagement Process Lead As the Risk Manager managing the Issues & Events and Audits & Exams process in Capital One's Financial...
Enterprise Risk Management AssociateCountry: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our...
The Portfolio Manager is responsible for maximizing portfolio performance and is expected to have the ability to lead a deal with little to no oversight....
Demographic Data for Dallas, TX
Moving to Dallas, TX? Find some basic demographic data about Dallas, TX below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Dallas, TX
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Dallas, TX 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
- Comprehensive Capital Analysis and Review
- Credit Underwriting
- FactSet
- Treasury
- Derivatives
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Financial Modeling
- Foreign Exchange
- Treasury Management
- BSA
- Balance Sheets
- Wealth Management
- Cash Flow Analysis
- Fixed Income
- Commercial Real Estate
- Capital Markets
- Lending
- Valuation
- Investment Management
- Credit Analysis
- Financial Services
- Financial Analysis
- Anti-Money Laundering
- Mortgage Processing
- Underwriting
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Finance
- Real Estate
- Reimbursement
- Risk Management
- Strategy Development
- Accounting
- Decision Making
- Implementation
- Auditing
- Negotiation
- Presentation
- Written Communication
- Mentoring
- Documentation
- Reporting
- Budgets
- Collaboration
- Coaching
- Bachelor's Degree
- Policy Development
- Regulations
- Project Management
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Time Management
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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