Portfolio Manager Jobs in San Antonio, 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.
Communicates portfolio statuses and changes regularly to more tenured Portfolio Managers....
We're seeking a results-driven IT Portfolio Manager with 6+ years of problem-solving experience who can navigate complex cross-functional environments with ease....
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...
Remote WorkThe Portfolio Manager Supervisor is responsible for supervising the commercial portfolio management personnel and activities....
About this role: Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager to join our Market Coverage team as part of Commercial Banking....
Asset Manager CPS Energy - 3.6 San Antonio, TX Job Details Estimated: $74.1K - $108K a year 1 hour ago Qualifications Microsoft Word Word processing Bachelor of Science Mathematics Mid-level...
Commercial Portfolio Manager Downtown San Antonio, TX
- San Antonio, TX
- 13 days ago
- San Antonio, TX
- 13 days ago
Commercial Portfolio Manager - Downtown San Antonio, TX San Antonio, Texas, United States NEW Amegy Bank 067340 At Amegy Bank, everyone counts!...
Develop and maintain the firm's overall investment strategy. Research, evaluate, and select investments for client portfolios. Create, implement, and communicate model portfolios. Oversee trading,...
You will utilize your experience with alternative investments and private placements to offer sophisticated solutions tailored to each client's needs....
The Portfolio Manager I will ensure early identification of risk in the credit through review of gathered documentation....
Demographic Data for San Antonio, TX
Moving to San Antonio, TX? Find some basic demographic data about San Antonio, TX below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in San Antonio, TX
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in San Antonio, 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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