Portfolio Manager Jobs in Mckinney, 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 (11 miles from Mckinney, TX)
- 30+ days ago
- Plano, TX (11 miles from Mckinney, 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 (11 miles from Mckinney, TX)
- 13 days ago
- Plano, TX (11 miles from Mckinney, 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 (11 miles from Mckinney, TX)
- 2 hours ago
- Plano, TX (11 miles from Mckinney, TX)
- 2 hours ago
The Portfolio Manager provides exemplary service consistent with the Castle Group's values and mission....
- Frisco, TX (14 miles from Mckinney, TX)
- 3 days ago
- Frisco, TX (14 miles from Mckinney, 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...
- Plano, TX (11 miles from Mckinney, TX)
- 3 days ago
- Plano, TX (11 miles from Mckinney, 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 (11 miles from Mckinney, TX)
- 3 days ago
- Plano, TX (11 miles from Mckinney, TX)
- 3 days ago
Communicates portfolio statuses and changes regularly to more tenured Portfolio Managers....
Portfolio Manager - Tech and Life Sciences Texas
- Richardson, TX (16 miles from Mckinney, TX)
- 3 days ago
- Richardson, TX (16 miles from Mckinney, TX)
- 3 days ago
Senior Portfolio Manager Independently manages portfolio of complex customer relationships to ensure ongoing profitability and complete conformity with credit terms....
- Carrollton, TX (23 miles from Mckinney, TX)
- 4 days ago
- Carrollton, TX (23 miles from Mckinney, TX)
- 4 days ago
Senior Credit Risk Analyst Carrollton, TX (2-3 days/week) Position Summary The Senior Credit Risk Analyst is responsible for identifying business challenges and opportunities within credit risk,...
Commercial Real Estate Asset Manager
- Plano, TX (11 miles from Mckinney, TX)
- 6 days ago
- Plano, TX (11 miles from Mckinney, TX)
- 6 days ago
Job Description Public StorageCommercial Real Estate is seeking to hire a dynamic Asset Manager that will oversee property operations ofa significant commercial portfolio. Primary responsibilities...
Date Posted: 2025-06-05 Country: United States of America Location: TX190: 2501 West University, McKinney 2501 West University, McKinney, TX, 75070 USA Position Role Type: Hybrid U.S. Citizen,...
Classified Digital Asset Manager (Hybrid)
- McKinney, TX (5 miles from Mckinney, TX)
- 6 days ago
- McKinney, TX (5 miles from Mckinney, TX)
- 6 days ago
Date Posted: 2025-06-05 Country: United States of America Location: TX190: 2501 West University, McKinney 2501 West University, McKinney, TX, 75070 USA Position Role Type: Hybrid U.S. Citizen,...
- Frisco, TX (14 miles from Mckinney, TX)
- 8 days ago
- Frisco, TX (14 miles from Mckinney, TX)
- 8 days ago
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance....
- Plano, TX (11 miles from Mckinney, TX)
- 9 days ago
- Plano, TX (11 miles from Mckinney, TX)
- 9 days ago
Risk Manager, Global Trade Risk Manager Capital One's Global Sanctions and Trade Compliance team is seeking a Risk Manager to join the team. This role will work cross-functionally with...
- Frisco, TX (14 miles from Mckinney, TX)
- 14 days ago
- Frisco, TX (14 miles from Mckinney, TX)
- 14 days ago
Job Title Portfolio Manager What does a successful Portfolio Manager do at Fiserv? You will be an integral member of our Enterprise Project and Portfolio Management team....
Commercial Leasing Asset Manager
- Plano, TX (11 miles from Mckinney, TX)
- 20 days ago
- Plano, TX (11 miles from Mckinney, TX)
- 20 days ago
Company Description Since opening our first self-storage facility in 1972, Public Storage has grown to become the largest owner and operator of self-storage facilities in the world. With thousands...
Demographic Data for Mckinney, TX
Moving to Mckinney, TX? Find some basic demographic data about Mckinney, TX below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Mckinney, TX
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Mckinney, 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
- FactSet
- 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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