Portfolio Manager Jobs in Plano, 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.
Associate Principal Risk Specialist: Fixed Income, Member Supervision - All FINRA Locations
- Dallas, TX (18 miles from Plano, TX)
- 6 hours ago
- Dallas, TX (18 miles from Plano, TX)
- 6 hours ago
Execute functions in support of fixed income specialized units missions including, but not limited to, examinations, investigations, consultations, advisory, knowledge sharing, and quality assurance...
Line of Business Risk Manager Sr.
- Dallas, TX (18 miles from Plano, TX)
- 6 hours ago
- Dallas, TX (18 miles from Plano, TX)
- 6 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 (18 miles from Plano, TX)
- 6 hours ago
- Dallas, TX (18 miles from Plano, TX)
- 6 hours ago
The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services...
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
- 1 day ago
- Plano, 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...
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...
Dealer Commercial Services Risk & Control Manager
- Dallas, TX (18 miles from Plano, TX)
- 1 day ago
- Dallas, TX (18 miles from Plano, TX)
- 1 day ago
Dealer Commercial Services Risk & Control ManagerCountry: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We...
Credit Products Commercial Portfolio Manager
- Dallas, TX (18 miles from Plano, TX)
- 2 days ago
- Dallas, TX (18 miles from Plano, TX)
- 2 days ago
Job Description: At Regions, the Credit Products Commercial Portfolio Manager is a client-facing role and responsible for independently leading all aspects of the entire commercial credit process both...
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...
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...
Amer Commute Program Manager Lead, GREF Regional Portfolio Management (RPM) AMER
- Dallas, TX (18 miles from Plano, TX)
- 2 days ago
- Dallas, TX (18 miles from Plano, TX)
- 2 days ago
Managers to deliver locally nuanced solutions....
Business Banking Portfolio Manager II
- Dallas, TX (18 miles from Plano, TX)
- 2 days ago
- Dallas, TX (18 miles from Plano, TX)
- 2 days ago
As a Specialty Banking Portfolio Manager III, you will support Specialty Banking business development on the identification and calling of prospects and referrals on a national and regional basis; and...
- Dallas, TX (18 miles from Plano, TX)
- 3 days ago
- Dallas, TX (18 miles from Plano, TX)
- 3 days ago
income, or asset management A Bachelor's degree in business, finance, or related field Must be able to demonstrate strong knowledge of real estate, including construction (construction draw experience...
- Dallas, TX (18 miles from Plano, TX)
- 3 days ago
- Dallas, TX (18 miles from Plano, TX)
- 3 days ago
Credit Officer, Operations, the Originations team, and other PHCC units Qualified candidates will possess the following: 3-6 years of overall professional experience, with experience in real estate, fixed...
Deals Delivering Deal Value Human Capital Manager
- Dallas, TX (18 miles from Plano, TX)
- 3 days ago
- Dallas, TX (18 miles from Plano, TX)
- 3 days ago
Industry/Sector Not Applicable Specialism People in Deals Management Level Manager Job Description & Summary At PwC, our people in workforce consulting focus on providing consulting services...
Demographic Data for Plano, TX
Moving to Plano, TX? Find some basic demographic data about Plano, 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 Plano, TX
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Plano, 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
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