Portfolio Manager Jobs in Orem, UT
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.
Operational Senior Risk Analyst, Hybrid in Draper, UT
- Draper, UT (14 miles from Orem, UT)
- 1 day ago
- Draper, UT (14 miles from Orem, UT)
- 1 day ago
Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by...
Commercial Portfolio Manager: Sandy, Utah
- Sandy, UT (20 miles from Orem, UT)
- 1 day ago
- Sandy, UT (20 miles from Orem, UT)
- 1 day ago
Zions Bank has just opened an opportunity for a Dealer Banking Commercial Portfolio Manager based in the Dealer Banking Department located at the Sandy, Utah office....
Senior Model Risk Analyst - Remote
- Draper, UT (14 miles from Orem, UT)
- 6 days ago
- Draper, UT (14 miles from Orem, UT)
- 6 days ago
Responsibilities will also include stress testing, back testing, replication testing and effective challenge of the Bank’s models during internal validations, including but not limited to fixed income...
Remote WorkSenior Staff Risk Analyst, Fraud Ops Strategy & Forensic Investigations
- Cottonwood Heights, UT (21 miles from Orem, UT)
- 11 days ago
- Cottonwood Heights, UT (21 miles from Orem, UT)
- 11 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....
Bank Technology Supplier Risk Manager
- Cottonwood Heights, UT (21 miles from Orem, UT)
- 18 days ago
- Cottonwood Heights, UT (21 miles from Orem, UT)
- 18 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....
Senior Commercial Portfolio Manager
- Midvale, UT (22 miles from Orem, UT)
- 27 days ago
- Midvale, UT (22 miles from Orem, UT)
- 27 days ago
Position Summary The Senior Commercial Portfolio Manager will manage a portfolio of commercial credits and partner closely with Commercial Bankers to deliver outstanding solutions to our clients....
The Asset Manager supports the strategic and operational performance of Havenparks growing real estate portfolio. This role involves overseeing asset performance, developing business plans,...
Demographic Data for Orem, UT
Moving to Orem, UT? Find some basic demographic data about Orem, UT below.
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Title Synonyms
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Salary for Portfolio Manager Jobs in Orem, UT
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Orem, UT offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Real Estate Management
- Loss Control
- Asset Allocation
- Comprehensive Capital Analysis and Review
- Credit Underwriting
- Financial Statement Analysis
- Treasury
- Derivatives
- Financial Statements
- Financial Modeling
- Commercial Lending
- Treasury Management
- BSA
- Balance Sheets
- Wealth Management
- Cash Flow Analysis
- Fixed Income
- Capital Markets
- Valuation
- Lending
- Commercial Real Estate
- Financial Analysis
- Investment Management
- Credit Analysis
- Client Relationships
- Financial Services
- Underwriting
- Anti-Money Laundering
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Finance
- Real Estate
- Reimbursement
- Risk Management
- Strategy Development
- Decision Making
- Implementation
- Auditing
- Accounting
- Negotiation
- Written Communication
- Documentation
- Presentation
- Education Experience
- Reporting
- Collaboration
- Flexibility
- Budgets
- Bachelor's Degree
- Policy Development
- Project Management
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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