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.
Technology Payments Network Risk Manager-Enterprise Services Risk Office
- Fort Worth, TX (20 miles from Westlake, TX)
- 13 days ago
- Fort Worth, TX (20 miles from Westlake, 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...
- Fort Worth, TX (20 miles from Westlake, TX)
- 1 day ago
- Fort Worth, TX (20 miles from Westlake, TX)
- 1 day ago
Risk Analyst **Salary:** $31.05 - $38.81 per hour The Risk Analyst provides support and data analysis to the Risk Management team to identify, assess, and mitigate potential risks that may impact...
Risk Analyst - Portfolio Analytics
- Fort Worth, TX (20 miles from Westlake, TX)
- 2 days ago
- Fort Worth, TX (20 miles from Westlake, TX)
- 2 days ago
Why Risk Management - Portfolio Analytics at GM Financial?** The Risk Management - Portfolio Analytics team at GM Financial is primarily responsible for analyzing and forecasting credit...
Risk Management Analyst (Entry Level)
- Irving, TX (20 miles from Westlake, TX)
- 2 days ago
- Irving, TX (20 miles from Westlake, TX)
- 2 days ago
Risk Management Analyst (Entry Level)** Irving, TX - Onsite $47-55K/year Ready to jumpstart your career in financial services with a role that sharpens your analytical skills and builds a strong...
- Frisco, TX (24 miles from Westlake, TX)
- 3 days ago
- Frisco, TX (24 miles from Westlake, 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...
- Irving, TX (20 miles from Westlake, TX)
- 3 days ago
- Irving, TX (20 miles from Westlake, 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...
Alternative Asset Manager Co-Investment Lending Program Manager
- Irving, TX (20 miles from Westlake, TX)
- 3 days ago
- Irving, TX (20 miles from Westlake, TX)
- 3 days ago
About this role: Wells Fargo is seeking a Program Manager to sit within the Alternative Investments Financing ("AIF") Custom Lending team....
- Irving, TX (20 miles from Westlake, TX)
- 4 days ago
- Irving, TX (20 miles from Westlake, TX)
- 4 days ago
JOB TITLE: CREDIT REPRESENTATIVE ESSENTIAL FUNCTION: Perform analysis of Dun & Bradstreet credit report profiles to analyst payment trends and overall business viability Prepare and present...
- Fort Worth, TX (20 miles from Westlake, TX)
- 4 days ago
- Fort Worth, TX (20 miles from Westlake, TX)
- 4 days ago
Growth is important for the Portfolio Manager, whether it is staying credit focused or moving into a client facing role....
- Carrollton, TX (19 miles from Westlake, TX)
- 5 days ago
- Carrollton, TX (19 miles from Westlake, TX)
- 5 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,...
The Investment Offers and Solutions group is responsible for managing our third-party product marketplaces, featuring mutual funds, ETFs, managed accounts, and alternatives from hundreds of asset managers...
- Frisco, TX (24 miles from Westlake, TX)
- 8 days ago
- Frisco, TX (24 miles from Westlake, 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....
Project Portfolio Manager - Level 2
- Watauga, TX (10 miles from Westlake, TX)
- 9 days ago
- Watauga, TX (10 miles from Westlake, TX)
- 9 days ago
As part of the Aeronautics transformation, Sustainment is seeking a qualified candidate for a Project Portfolio Manager....
- Frisco, TX (24 miles from Westlake, TX)
- 14 days ago
- Frisco, TX (24 miles from Westlake, 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....
Senior Asset Manager - Asset Management - Midland
- Farmers Branch, TX (19 miles from Westlake, TX)
- 23 days ago
- Farmers Branch, TX (19 miles from Westlake, TX)
- 23 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. As a...
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
- 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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