Portfolio Manager Jobs in Olympia, 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.
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
- 11 days ago
- Olympia, 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
- 12 days ago
- Olympia, WA
- 12 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
- 12 days ago
- Olympia, WA
- 12 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...
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...
- Lakewood, WA (24 miles from Olympia, WA)
- 22 days ago
- Lakewood, WA (24 miles from Olympia, WA)
- 22 days ago
TPO Risk Analyst Corporate Administration Spokane, Washington Portland, Oregon Vancouver, Washington Olympia, Washington Lakewood, Washington Phoenix, Oregon Description About Us: At Umpqua, we...
Demographic Data for Olympia, WA
Moving to Olympia, WA? Find some basic demographic data about Olympia, WA below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Olympia, WA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Olympia, 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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