Portfolio Manager Jobs in Sandy, 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.
- Salt Lake City, UT (8 miles from Sandy, UT)
- 10 hours ago
- Salt Lake City, UT (8 miles from Sandy, UT)
- 10 hours 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...
Operational Senior Risk Analyst, Hybrid in Draper, UT
- Draper, UT (5 miles from Sandy, UT)
- 1 day ago
- Draper, UT (5 miles from Sandy, 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...
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 Fund Manager - Private Equity
- Salt Lake City, UT (8 miles from Sandy, UT)
- 3 days ago
- Salt Lake City, UT (8 miles from Sandy, UT)
- 3 days ago
Senior Fund Manager - Private Equity ABOUT US: As a world leading provided of intergrated solutions for the alternatie investment industry, Alter Domus (meaning The Other House in Latin) is proud...
Senior Model Risk Analyst - Remote
- Draper, UT (5 miles from Sandy, UT)
- 6 days ago
- Draper, UT (5 miles from Sandy, 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 WorkAssociate Real Estate Portfolio Manager- REMOTE
- Salt Lake City, UT (8 miles from Sandy, UT)
- 6 days ago
- Salt Lake City, UT (8 miles from Sandy, UT)
- 6 days ago
Job Description : Summary The Associate Real Estate Portfolio Manager will act as a team lead in the negotiation, financial evaluation, problem solving and legal research associated with Ryders' Real...
Remote WorkSenior Staff Risk Analyst, Fraud Ops Strategy & Forensic Investigations
- Cottonwood Heights, UT (10 miles from Sandy, UT)
- 11 days ago
- Cottonwood Heights, UT (10 miles from Sandy, 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....
Director, Risk Management - Regional Office Based (Remote/Hybrid)
- Bountiful, UT (21 miles from Sandy, UT)
- 13 days ago
- Bountiful, UT (21 miles from Sandy, UT)
- 13 days ago
Dominium is helping tackle the affordable housing crisis - and we're looking for motivated candidates to join our team and help further our mission. With offices in Minneapolis, Atlanta, Dallas...
Bank Technology Supplier Risk Manager
- Cottonwood Heights, UT (10 miles from Sandy, UT)
- 18 days ago
- Cottonwood Heights, UT (10 miles from Sandy, 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....
Commercial Banking Portfolio Manager
- Salt Lake City, UT (8 miles from Sandy, UT)
- 22 days ago
- Salt Lake City, UT (8 miles from Sandy, UT)
- 22 days ago
About this role: Wells Fargo is seeking a Commercial Banking Portfolio Manager for clients with annual revenue of $100MM to $2B as part of the Commercial Bank....
Senior Commercial Portfolio Manager
- Midvale, UT (2 miles from Sandy, UT)
- 27 days ago
- Midvale, UT (2 miles from Sandy, 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....
- Orem, UT (20 miles from Sandy, UT)
- 45+ days ago
- Orem, UT (20 miles from Sandy, UT)
- 45+ days ago
The Asset Manager supports the strategic and operational performance of Havenparks growing real estate portfolio. This role involves overseeing asset performance, developing business plans,...
Middle Market Banking - Portfolio Manager II
- Bountiful, UT (21 miles from Sandy, UT)
- 60+ days ago
- Bountiful, UT (21 miles from Sandy, UT)
- 60+ days ago
Additionally, Portfolio Manager III's are expected to manage an existing portfolio of clients and monitor their operating performance that includes reviewing monthly/quarterly financial statements,...
Asset & Wealth Management, Fundamental Equities, Client Portfolio Management, Analyst
- Salt Lake City, UT (8 miles from Sandy, UT)
- 60+ days ago
- Salt Lake City, UT (8 miles from Sandy, UT)
- 60+ days ago
Bringing together traditional and alternative investments, GSAM provides clients around the world with a dedicated partnership and focus on long-term performance....
- Salt Lake City, UT (8 miles from Sandy, UT)
- 90+ days ago
- Salt Lake City, UT (8 miles from Sandy, UT)
- 90+ days ago
and Requirements General Description: The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to...
Demographic Data for Sandy, UT
Moving to Sandy, UT? Find some basic demographic data about Sandy, UT below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Sandy, UT
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Sandy, 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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