Portfolio Manager Jobs in Texas
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.
Who We Are: At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 35 years, weve been committed to making dreams come true for independent car...
Who We Are: At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 35 years, weve been committed to making dreams come true for independent car...
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...
Senior Credit Risk Analyst - Independent Risk Management
- Austin, TX
- 11 hours ago
- Austin, TX
- 11 hours ago
General information** **Ref #** 19627 **Remote?** No **Ally and Your Career** *Ally Financial only succeeds when its people do - and that's more than some cliche people put on job postings. We...
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...
Daikin Comfort Technologies Distribution, Inc. is seeking a professional, skilled individual for our Private Equity Manager position for our Central Division Branch Operations group located...
ESSENTIAL DUTIES AND RESPONSIBILITIES: Includes the following, other duties may be assigned; BCP o Maintain and input data into the Business Continuity Plan (BCP) application. o Make...
Company Overview: At Crescent, we are investors and operators delivering value to shareholders through a disciplined, returns-driven growth through acquisition strategy and consistent return of...
Quantitative Risk Analyst Senior - BI Tool/Operational Specialist
- Plano, TX
- 14 hours ago
- Plano, TX
- 14 hours 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 ManagerCountry: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We...
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
- 1 day ago
- Dallas, TX
- 1 day ago
Managers to deliver locally nuanced solutions....
Demographic Data for Texas
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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 Texas
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Texas 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
- 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
- Microsoft PowerPoint
- 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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