Portfolio Manager Jobs in Lakewood, WA
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.
Auto Fraud Investigator BL Risk Analyst II
- Olympia, WA (24 miles from Lakewood, WA)
- 1 day ago
- Olympia, WA (24 miles from Lakewood, WA)
- 1 day ago
General information** **Ref #** 20044 **Remote?** Yes **Ally and Your Career** * Ally Financial only succeeds when its people do - and thats more than some cliche people put on job postings. We...
VAS - Quality & Risk Management Director (Institutional/Funds)
- Olympia, WA (24 miles from Lakewood, WA)
- 11 days ago
- Olympia, WA (24 miles from Lakewood, WA)
- 11 days ago
VAS - Quality & Risk Management Director (Institutional/Funds) Job ID 197526 Posted 01-May-2025 Service line Advisory Segment Role type Full-time Areas of Interest Valuations/Appraisal Location(s)...
Risk Consulting - Cloud Risk - Manager - Multiple Cities
- Olympia, WA (24 miles from Lakewood, WA)
- 11 days ago
- Olympia, WA (24 miles from Lakewood, WA)
- 11 days ago
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, youll have the chance to build a career as unique as you...
SAP - Plant Maintenance - Asset Manager - EAM - Manager - Consulting - Location OPEN
- Olympia, WA (24 miles from Lakewood, WA)
- 11 days ago
- Olympia, WA (24 miles from Lakewood, WA)
- 11 days ago
Location: Anywhere in Country At EY, were all in to shape your future with confidence. Well help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you...
- Olympia, WA (24 miles from Lakewood, WA)
- 15 days ago
- Olympia, WA (24 miles from Lakewood, WA)
- 15 days ago
Trust Asset Manager **Job Description Summary** Responsible for managing a growing portfolio of 40+ timber assets in the Pacific Northwest for an owner or client and fulfill the manager's...
Risk Manager II, Financial Integrity Trust
- Tukwila, WA (23 miles from Lakewood, WA)
- 19 days ago
- Tukwila, WA (23 miles from Lakewood, WA)
- 19 days ago
Amazon's Financial Risk Mitigation (FRM) team we are committed to stop bad actors and dis-incentivize abusive seller behavior to ensure we offer trustworthy experience for customers and selling...
- Tacoma, WA (3 miles from Lakewood, WA)
- 21 days ago
- Tacoma, WA (3 miles from Lakewood, WA)
- 21 days ago
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships...
TPO Risk Analyst Corporate Administration Spokane, Washington Portland, Oregon Vancouver, Washington Olympia, Washington Lakewood, Washington Phoenix, Oregon Description About Us: At Umpqua, we...
Asset Manager Consultant - Business Credit - Midland
- Tacoma, WA (3 miles from Lakewood, WA)
- 30+ days ago
- Tacoma, WA (3 miles from Lakewood, WA)
- 30+ 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...
Demographic Data for Lakewood, WA
Moving to Lakewood, WA? Find some basic demographic data about Lakewood, WA below.
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Title Synonyms
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Salary for Portfolio Manager Jobs in Lakewood, WA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Lakewood, WA 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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