Portfolio Manager Jobs in Aventura, FL
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.
- Miami, FL (12 miles from Aventura, FL)
- 1 day ago
- Miami, FL (12 miles from Aventura, FL)
- 1 day ago
Job Description In Strategy & Consulting we work with C-suite executives, leaders and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive...
Commercial Banking Portfolio Manager
- Miami Lakes, FL (10 miles from Aventura, FL)
- 4 days ago
- Miami Lakes, FL (10 miles from Aventura, FL)
- 4 days ago
Date: Apr 15, 2025 Location: Miami Lakes, FL, US, 33016 Company: Popular Workplace Type: Hybrid Commercial Banking Portfolio Manager Commercial Banking RE SFL This role is responsible for managing assigned...
- Sunrise, FL (15 miles from Aventura, FL)
- 4 days ago
- Sunrise, FL (15 miles from Aventura, FL)
- 4 days ago
This Portfolio Manager will manage the budget and forecasting for the Production Management and Engineering organization....
- Coconut Grove, FL (15 miles from Aventura, FL)
- 8 days ago
- Coconut Grove, FL (15 miles from Aventura, FL)
- 8 days ago
Watsco Inc. is the largest distributor of air conditioning, heating and refrigeration equipment and related parts and supplies in the HVAC/R distribution industry. We serve over 125,000...
Portfolio Management Officer- Waterford
- Miami, FL (12 miles from Aventura, FL)
- 8 days ago
- Miami, FL (12 miles from Aventura, FL)
- 8 days ago
PORTFOLIO MANAGEMENT OFFICER Commercial Lending Portfolio Job Summary: Responsible for lo an monitoring during li fe cycle to includ e all internal and external reporting requirements, company I...
Donor Relations Associate & Annual Fund Manager - 994159
- Fort Lauderdale, FL (12 miles from Aventura, FL)
- 10 days ago
- Fort Lauderdale, FL (12 miles from Aventura, FL)
- 10 days ago
We are excited that you are considering joining Nova Southeastern University! Nova Southeastern University (NSU) was founded in 1964, and is a not-for-profit, independent university with a...
- Miami, FL (12 miles from Aventura, FL)
- 11 days ago
- Miami, FL (12 miles from Aventura, FL)
- 11 days ago
Job Description At Strategy & Consulting, we work closely with C-suite executives and industry leaders to drive transformation across all areas of their businesses. Our mission is to help...
Wholesale Credit Risk Manager (UW/PM) - Ft. Lauderdale
- Fort Lauderdale, FL (12 miles from Aventura, FL)
- 12 days ago
- Fort Lauderdale, FL (12 miles from Aventura, FL)
- 12 days ago
Job Summary: Manages and monitors a portfolio of client credit exposures, across industry classes, on an ongoing basis. Underwrites credit requests including new, renewals and modifications as the...
Commercial Real Estate Portfolio Management Officer III
- Miami, FL (12 miles from Aventura, FL)
- 15 days ago
- Miami, FL (12 miles from Aventura, FL)
- 15 days ago
Overview The Commercial Real Estate Portfolio Management Officer is responsible for managing an assigned portfolio of commercial real estate loans. This includes underwriting and processing new...
- Miami, FL (12 miles from Aventura, FL)
- 15 days ago
- Miami, FL (12 miles from Aventura, FL)
- 15 days ago
Senior Financial Risk Manager Department: Risk Management Reports To: Chief Risk Officer Employment Status: Full-Time, Exempt Office Location: Remote / Hybrid (NYC or Miami) Job Summary Reporting...
Manager needs to have strong credit and organizational skills as well as solid understanding of middle market commercial credit facilities (lines of credit, asset reliant loans relating to receivables...
Onsite Client Account Manager/Risk Analyst- Property & Casualty
- Miami, FL (12 miles from Aventura, FL)
- 22 days ago
- Miami, FL (12 miles from Aventura, FL)
- 22 days ago
Onsite Client Account Manager/Risk Analyst- Property & Casualty Opened Recently Location 830 Brickell Plaza, Miami, FL 33131, United States of AmericaCategory OperationsJob Id R_295460 We are...
Onsite Risk Analyst - Property & Casualty Claims
- Miami, FL (12 miles from Aventura, FL)
- 23 days ago
- Miami, FL (12 miles from Aventura, FL)
- 23 days ago
Onsite Risk Analyst - Property & Casualty Claims Opened Recently Location 830 Brickell Plaza, Miami, FL 33131, United States of AmericaCategory OperationsJob Id R_295460 We are seeking a talented...
CCB Credit Delivery Senior Portfolio Manager - Senior Care
- Miami, FL (12 miles from Aventura, FL)
- 45+ days ago
- Miami, FL (12 miles from Aventura, FL)
- 45+ days ago
Portfolio Managers & Underwriter 3s will be assigned more of the complex names in the portfolio (lead clients, leveraged profiles, PEG affiliated, sensitive relationships, difficult legal structures...
- Miami, FL (12 miles from Aventura, FL)
- 29 days ago
- Miami, FL (12 miles from Aventura, FL)
- 29 days ago
FirstBank PR PORTFOLIO MANAGER - WATERFORD in Miami , Florida Job Summary: Responsible for lo an monitoring during li fe cycle to includ e all internal and external reporting requirements, company I...
Demographic Data for Aventura, FL
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Title Synonyms
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Salary for Portfolio Manager Jobs in Aventura, FL
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Aventura, FL 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
- Commercial Lending
- Comprehensive Capital Analysis and Review
- Treasury Management
- Derivatives
- BSA
- Wealth Management
- Cash Flow Analysis
- Credit Underwriting
- Investment Analysis
- Balance Sheets
- Capital Markets
- Fixed Income
- Valuation
- Credit Analysis
- Commercial Real Estate
- Investment Banking
- Investment Management
- Lending
- Anti-Money Laundering
- Financial Analysis
- Client Relationships
- Financial Services
- Mortgage Processing
- Underwriting
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Modeling
- Finance
- Real Estate
- Accounting
- Reimbursement
- Risk Management
- Strategy Development
- Analytical Skills
- Implementation
- Decision Making
- Negotiation
- Written Communication
- Auditing
- Consulting
- Presentation
- Collaboration
- Documentation
- Reporting
- Interpersonal Skills
- Budgets
- Bachelor's Degree
- Regulations
- Policy Development
- Project Management
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Staff Supervision
- Organization
- Research Skills
- Scheduling
- Leadership
- Communication Skills
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