Portfolio Manager Jobs in Frisco, 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.
- Westlake, TX (24 miles from Frisco, TX)
- 60+ days ago
- Westlake, TX (24 miles from Frisco, TX)
- 60+ days ago
investment products, such as direct lending, crypto, and real estate a plus Confirmed problem solving, analytical, organizational, and project management skills Demonstrated ability to lead working...
- Plano, TX (11 miles from Frisco, TX)
- 1 day ago
- Plano, TX (11 miles from Frisco, TX)
- 1 day ago
Kforce has a client that is seeking a Risk Analyst II in Plano, TX. Duties: Risk Analyst will conduct timely due diligence using AML/BSA/CTF policies and procedures, to independently investigate...
Quantitative Risk Analyst Senior - BI Tool/Operational Specialist
- Plano, TX (11 miles from Frisco, TX)
- 1 day ago
- Plano, TX (11 miles from Frisco, 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...
Dealer Lending Portfolio Management Analyst
- Plano, TX (11 miles from Frisco, TX)
- 1 day ago
- Plano, TX (11 miles from Frisco, TX)
- 1 day ago
Overview Who we are Collaborative. Respectful. A place to dream and do. These are just a few words that describe what life is like at Toyota. As one of the worlds most admired brands, Toyota is...
Risk Analyst Senior - Bank Risk Programs
- Plano, TX (11 miles from Frisco, TX)
- 2 days ago
- Plano, TX (11 miles from Frisco, 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...
Lead Risk Analyst - Bank Risk Programs
- Plano, TX (11 miles from Frisco, TX)
- 2 days ago
- Plano, TX (11 miles from Frisco, 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...
Risk Management - Specialty Finance - Credit Risk Analyst
- Plano, TX (11 miles from Frisco, TX)
- 3 days ago
- Plano, TX (11 miles from Frisco, TX)
- 3 days ago
Bring your expertise to JPMorganChase. As part of Risk Management and Compliance, you are at the center of keeping JPMorganChase strong and resilient. You help the firm grow its business in a...
Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies....
- Plano, TX (11 miles from Frisco, TX)
- 5 days ago
- Plano, TX (11 miles from Frisco, TX)
- 5 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...
Multifamily Senior Asset Manager - Advisor
- Plano, TX (11 miles from Frisco, TX)
- 5 days ago
- Plano, TX (11 miles from Frisco, TX)
- 5 days ago
At Fannie Mae, the inspiring work we do helps make a home a possibility for millions of homeowners and renters. Every day offers compelling opportunities to impact the future of the housing...
Asset Manager Consultant - Midland Loan Services - Asset Management - Midland
- Farmers Branch, TX (18 miles from Frisco, TX)
- 6 days ago
- Farmers Branch, TX (18 miles from Frisco, TX)
- 6 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...
- Lewisville, TX (19 miles from Frisco, TX)
- 7 days ago
- Lewisville, TX (19 miles from Frisco, TX)
- 7 days ago
General information Career area Risk Work Location(s) 2911 Lake Vista Drive, TX City Lewisville, TX Remote? No Ref # 19575 Posted Date 04-23-25 Working time Full time Ally and Your Career Ally...
Multifamily Senior Asset Manager - Advisor, Watchlist Management
- Plano, TX (11 miles from Frisco, TX)
- 7 days ago
- Plano, TX (11 miles from Frisco, TX)
- 7 days ago
At Fannie Mae, the inspiring work we do helps make a home a possibility for millions of homeowners and renters. Every day offers compelling opportunities to impact the future of the housing...
Portfolio Manager I - Business Banking
- Richardson, TX (16 miles from Frisco, TX)
- 9 days ago
- Richardson, TX (16 miles from Frisco, TX)
- 9 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....
Portfolio Manager/Associate Portfolio Manager
- Richardson, TX (16 miles from Frisco, TX)
- 13 days ago
- Richardson, TX (16 miles from Frisco, TX)
- 13 days ago
Detailed knowledge of securities, such as stocks, bonds, mutual funds, ETFs, SMAs, alternative investments, and options strategies....
Demographic Data for Frisco, TX
Moving to Frisco, TX? Find some basic demographic data about Frisco, TX below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job titles
Salary for Portfolio Manager Jobs in Frisco, TX
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Frisco, 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
- Treasury
- Financial Modeling
- Financial Statements
- Comprehensive Capital Analysis and Review
- Treasury Management
- Derivatives
- BSA
- Commercial Lending
- Wealth Management
- Cash Flow Analysis
- Credit Underwriting
- Balance Sheets
- Capital Markets
- Fixed Income
- Valuation
- Credit Analysis
- Commercial Real Estate
- Anti-Money Laundering
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Mortgage Processing
- Client Relationships
- Underwriting
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Modeling
- Finance
- Real Estate
- Accounting
- Reimbursement
- Risk Management
- Strategy Development
- Analytical Skills
- Implementation
- Decision Making
- Written Communication
- Auditing
- Presentation
- Negotiation
- Collaboration
- Mentoring
- Documentation
- Reporting
- Bachelor's Degree
- Budgets
- Regulations
- Policy Development
- Sales
- Project Management
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Portfolio Manager Related Career Advice Articles
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »