Portfolio Manager Jobs in Westlake, 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.
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...
Sr Portfolio Manager - Middle Market
- Fort Worth, TX (20 miles from Westlake, TX)
- 2 days ago
- Fort Worth, TX (20 miles from Westlake, TX)
- 2 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....
- Irving, TX (20 miles from Westlake, TX)
- 4 days ago
- Irving, TX (20 miles from Westlake, TX)
- 4 days ago
Are you searching for a new opportunity with a great company? Do you have Merchant Services, Bankcard, or Payment Processing Industry work experience? If so, this may be the opportunity you've...
CPACE Construction Asset Manager
- Frisco, TX (24 miles from Westlake, TX)
- 5 days ago
- Frisco, TX (24 miles from Westlake, TX)
- 5 days ago
Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies....
Senior Enterprise Risk Analyst
- Irving, TX (20 miles from Westlake, TX)
- 6 days ago
- Irving, TX (20 miles from Westlake, TX)
- 6 days ago
The Intersect Group is seeking a Senior ERM Analyst - Issue Management for our banking client. What you'll do: The Senior ERM Analyst will work within the bank's second line of defense and will be...
Head of Technical Portfolio Management, CBB
- Irving, TX (20 miles from Westlake, TX)
- 6 days ago
- Irving, TX (20 miles from Westlake, TX)
- 6 days ago
At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Asset Manager Consultant - Midland Loan Services - Asset Management - Midland
- Farmers Branch, TX (19 miles from Westlake, TX)
- 6 days ago
- Farmers Branch, TX (19 miles from Westlake, 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...
Director, AML Digital Risk Manager (Hybrid)
- Irving, TX (20 miles from Westlake, TX)
- 6 days ago
- Irving, TX (20 miles from Westlake, TX)
- 6 days ago
The Director of AML Digital Risk is a critical leadership role responsible for the strategic direction, governance, and ongoing oversight of the AML program as it pertains to the organization's...
Senior Risk Analyst, Collections Strategy
- Irving, TX (20 miles from Westlake, TX)
- 7 days ago
- Irving, TX (20 miles from Westlake, TX)
- 7 days ago
Octane is revolutionizing recreational purchases by delivering a seamless, end-to-end digital buying experience. We connect people with their passions by combining cutting-edge technology and...
Citi U.S. Broker Dealer, Cross-Functional Risk Analyst, VP - Office of the CRO (Hybrid)
- Irving, TX (20 miles from Westlake, TX)
- 7 days ago
- Irving, TX (20 miles from Westlake, TX)
- 7 days ago
The current opening is for a candidate to join the CRO team of Citi's US Broker Dealer legal entity. The objective of the role is to support the CRO across various aspects in managing the US...
- Lewisville, TX (5 miles from Westlake, TX)
- 7 days ago
- Lewisville, TX (5 miles from Westlake, 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...
Compliance Advisory Risk Manager - Payments
- Irving, TX (20 miles from Westlake, TX)
- 7 days ago
- Irving, TX (20 miles from Westlake, TX)
- 7 days ago
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
- Irving, TX (20 miles from Westlake, TX)
- 8 days ago
- Irving, TX (20 miles from Westlake, TX)
- 8 days ago
Populus is an amazing company where our employees stay because they love their teams and the growth opportunities. Additionally, we offer a competitive 401K match, a generous paid time off...
Portfolio Manager I - Business Banking
- Fort Worth, TX (20 miles from Westlake, TX)
- 9 days ago
- Fort Worth, TX (20 miles from Westlake, 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....
- Irving, TX (20 miles from Westlake, TX)
- 13 days ago
- Irving, TX (20 miles from Westlake, TX)
- 13 days ago
Job Description In Strategy & Consulting we work with C-suite executives, leaders and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive...
Demographic Data for Westlake, TX
Moving to Westlake, TX? Find some basic demographic data about Westlake, TX below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Westlake, TX
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Westlake, 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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