Portfolio Manager Jobs in Lake Mary, 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.
Business Summary: The Financial Services Portfolio Manager develops and executes credit card portfolio strategies, collaborates with cross-functional partners, and oversees marketing efforts to increase...
Portfolio Manager I - Asset Resolution Group
- Orlando, FL (15 miles from Lake Mary, FL)
- 11 days ago
- Orlando, FL (15 miles from Lake Mary, FL)
- 11 days ago
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
Network IT Risk Manager At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of...
Commercial Senior Portfolio Manager
- Orlando, FL (15 miles from Lake Mary, FL)
- 15 days ago
- Orlando, FL (15 miles from Lake Mary, FL)
- 15 days ago
GENERAL FUNCTION: The Commercial Senior Portfolio Manager is key member of the "coverage team", managing transactions and business portfolio tasks....
- Orlando, FL (15 miles from Lake Mary, FL)
- 17 days ago
- Orlando, FL (15 miles from Lake Mary, FL)
- 17 days ago
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
- Orlando, FL (15 miles from Lake Mary, FL)
- 18 days ago
- Orlando, FL (15 miles from Lake Mary, FL)
- 18 days ago
Title: AVP Actuary - Risk (Health) Location: Remote Salary: 140,000-$170,000 + Bonus Actuarial Summary: Join a team as a key contributor to enterprise risk management (ERM) activities at L&H...
- Orlando, FL (15 miles from Lake Mary, FL)
- 25 days ago
- Orlando, FL (15 miles from Lake Mary, FL)
- 25 days ago
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
Portfolio Manager (Mortgage Warehouse Lending) - Commercial Underwriting Experience Required
- Orlando, FL (15 miles from Lake Mary, FL)
- 29 days ago
- Orlando, FL (15 miles from Lake Mary, FL)
- 29 days ago
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
- Orlando, FL (15 miles from Lake Mary, FL)
- 30+ days ago
- Orlando, FL (15 miles from Lake Mary, FL)
- 30+ days ago
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
- Maitland, FL (9 miles from Lake Mary, FL)
- 45+ days ago
- Maitland, FL (9 miles from Lake Mary, FL)
- 45+ days ago
All the benefits and perks you need for you and your family: Benefits from Day One Paid Days Off from Day One Student Loan Repayment Program Career Development Whole Person Wellbeing Resources...
Centralized Lending Portfolio Manager II or III (WEALTH)
- Orlando, FL (15 miles from Lake Mary, FL)
- 29 days ago
- Orlando, FL (15 miles from Lake Mary, FL)
- 29 days ago
Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: The Centralized Lending Portfolio Manager...
- Orlando, FL (15 miles from Lake Mary, FL)
- 30+ days ago
- Orlando, FL (15 miles from Lake Mary, FL)
- 30+ days ago
Location: On site in Orlando, FL SUMMARY The Portfolio Manager assists in the assessment of risk and management of the Bank’s loan portfolio by providing analytical and credit oversight and is responsible...
Centralized Lending - Portfolio Manager II or III
- Orlando, FL (15 miles from Lake Mary, FL)
- 30+ days ago
- Orlando, FL (15 miles from Lake Mary, FL)
- 30+ days ago
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
- Orlando, FL (15 miles from Lake Mary, FL)
- 90+ days ago
- Orlando, FL (15 miles from Lake Mary, FL)
- 90+ days ago
Portfolio Manager United Community is seeking a highly skilled Portfolio Manager....
Demographic Data for Lake Mary, FL
Moving to Lake Mary, FL? Find some basic demographic data about Lake Mary, FL below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job titles
Salary for Portfolio Manager Jobs in Lake Mary, FL
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Lake Mary, 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
Other Career Titles
Here are some other career titles that require similar skills
Portfolio Manager Related Career Advice Articles
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »