Portfolio Manager Jobs in Dallas, TX
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.
- Plano, TX (18 miles from Dallas, TX)
- 18 hours ago
- Plano, TX (18 miles from Dallas, TX)
- 18 hours ago
The Opportunity As a dedicated Director, Portfolio Manager, you will lead, motivate, and provide direction and management to teams responsible for governing Bank or USAA level portfolios and ensures...
- Plano, TX (18 miles from Dallas, TX)
- 18 hours ago
- Plano, TX (18 miles from Dallas, TX)
- 18 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...
Salesforce is seeking an experienced IT Portfolio Manager to support our strategic portfolio team through management of our product teams and their large scale/groundbreaking IT programs....
Multifamily Senior Asset Manager - Advisor
- Plano, TX (18 miles from Dallas, TX)
- 1 day ago
- Plano, TX (18 miles from Dallas, TX)
- 1 day ago
At Fannie Mae, the inspiring work we do helps make a home a possibility for millions of homeowners and renters. Every day offers compelling opportunities to impact the future of the housing...
Senior Enterprise Risk Analyst
- Irving, TX (8 miles from Dallas, TX)
- 1 day ago
- Irving, TX (8 miles from Dallas, TX)
- 1 day ago
The Intersect Group is seeking a Senior ERM Analyst - Issue Management for our banking client. What you'll do: The Senior ERM Analyst will work within the bank's second line of defense and will be...
Head of Technical Portfolio Management, CBB
- Irving, TX (8 miles from Dallas, TX)
- 1 day ago
- Irving, TX (8 miles from Dallas, TX)
- 1 day ago
At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Asset Manager Consultant - Midland Loan Services - Asset Management - Midland
- Farmers Branch, TX (11 miles from Dallas, TX)
- 1 day ago
- Farmers Branch, TX (11 miles from Dallas, TX)
- 1 day 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...
Director, AML Digital Risk Manager (Hybrid)
- Irving, TX (8 miles from Dallas, TX)
- 1 day ago
- Irving, TX (8 miles from Dallas, TX)
- 1 day ago
The Director of AML Digital Risk is a critical leadership role responsible for the strategic direction, governance, and ongoing oversight of the AML program as it pertains to the organization's...
- Addison, TX (12 miles from Dallas, TX)
- 2 days ago
- Addison, TX (12 miles from Dallas, TX)
- 2 days ago
Bring your knowledge, skills, and abilities to us as a Portfolio Manager II. You'll be positioned for a great career!...
Senior Risk Analyst, Collections Strategy
- Irving, TX (8 miles from Dallas, TX)
- 2 days ago
- Irving, TX (8 miles from Dallas, TX)
- 2 days ago
Octane is revolutionizing recreational purchases by delivering a seamless, end-to-end digital buying experience. We connect people with their passions by combining cutting-edge technology and...
Citi U.S. Broker Dealer, Cross-Functional Risk Analyst, VP - Office of the CRO (Hybrid)
- Irving, TX (8 miles from Dallas, TX)
- 2 days ago
- Irving, TX (8 miles from Dallas, TX)
- 2 days ago
The current opening is for a candidate to join the CRO team of Citi's US Broker Dealer legal entity. The objective of the role is to support the CRO across various aspects in managing the US...
- Lewisville, TX (24 miles from Dallas, TX)
- 2 days ago
- Lewisville, TX (24 miles from Dallas, TX)
- 2 days ago
General information Career area Risk Work Location(s) 2911 Lake Vista Drive, TX City Lewisville, TX Remote? No Ref # 19575 Posted Date 04-23-25 Working time Full time Ally and Your Career Ally...
Compliance Advisory Risk Manager - Payments
- Irving, TX (8 miles from Dallas, TX)
- 2 days ago
- Irving, TX (8 miles from Dallas, TX)
- 2 days ago
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services...
About this role: Wells Fargo is seeking a Senior Lead Commercial Banking Portfolio Manager to support its Middle Market Banking and Specialized Industries segment as part of the Credit Execution Team...
Demographic Data for Dallas, TX
Moving to Dallas, TX? Find some basic demographic data about Dallas, TX below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Dallas, TX
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Dallas, TX 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
- Investment Banking
- Anti-Money Laundering
- Investment Management
- Lending
- Financial Services
- Financial Analysis
- Mortgage Processing
- Underwriting
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Modeling
- Finance
- Real Estate
- Change Management
- Accounting
- Reimbursement
- Risk Management
- Strategy Development
- Analytical Skills
- Implementation
- Decision Making
- Verbal Communication
- Written Communication
- Auditing
- Negotiation
- Presentation
- Collaboration
- Documentation
- Reporting
- Bachelor's Degree
- Budgets
- 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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Here are some other career titles that require similar skills
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